Money Guide With Mary Sterk

The Wall Street Journal featured Mary Sterk in a story about helping two sisters with their Estate Planning - listen to the podcast to hear how she worked with them to help figure out a way to minimize the impact of taxes. Topics include: Will Financial Power of Attorney Healthcare Power of Attorney Inheritance Beneficiary Funeral Life Insurance Legacy Retirement Trust Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact