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Secure Your Legacy with Sherri Montecalvo
- 2025/04/07
- 再生時間： 29 分
- ポッドキャスト
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サマリー
あらすじ・解説
Unlock the secrets of estate planning with experts Tracy Hoth and Sherri Montecalvo. This episode of Demystifying Money dives into essential strategies that can streamline your planning and secure your assets.
Where to find Sherri Montecalvo
Where to find Misty
Websites:
- The personal inspiration behind Tracy Hoth's focus on estate planning.
- Common misconceptions about the effectiveness of a simple will.
- Estate planning strategies for families with young children.
- Addressing Medicaid planning and long-term care with an emphasis on early preparation.
- The importance of retitling assets and updating beneficiary designations for comprehensive estate planning.
Where to find Sherri Montecalvo
- Website: estateplanningwithsherimontecalvo.com
- Facebook: facebook.com/estateplanningwithsheri
Where to find Misty
Websites:
- mistylynch.com
- soundviewfinancialadvisors.com