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The Family Estate Organizer

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Manage episode 434966180 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all of your important #documents are. In this episode of #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning.
#bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwords
Feat Mary Sterk & Kelsey Bankey

Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
Schedule an appointment with one of our advisors today!
Follow us on Facebook
Follow us on Linkedin
Subscribe on Youtube
Follow us on Twitter

  continue reading

359 episodes

Artwork
iconShare
 
Manage episode 434966180 series 2911691
Content provided by Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Staying #organized and on top of your #financial records is no easy feat while you are alive. Imagine how hard it would be for your loved ones to fully grasp your financial picture when you can no longer handle it yourself! The Family Estate Organizer™ represents one, simplified, and organized place for you and your family to always know where all of your important #documents are. In this episode of #MoneyGuidewithMarySterk, we discuss how The Family Estate Organizer can help you, your family, and your #estateplanning.
#bankaccount #safetydeposit #RothIRA #beneficiary #assets #investments #income #taxes #mutualfunds #stocks #pension #socialsecurity #insurance #powerofattorney #lifeinsurance #funeral #obituary #legaldocuments #property #realestate #debt #incometax #passwords
Feat Mary Sterk & Kelsey Bankey

Subscribe to the “Money Guide with Mary Sterk” podcast on Apple Podcasts.
Schedule an appointment with one of our advisors today!
Follow us on Facebook
Follow us on Linkedin
Subscribe on Youtube
Follow us on Twitter

  continue reading

359 episodes

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