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The Family Estate Organizer
Manage episode 434966180 series 2911691
Kandungan disediakan oleh Mary Sterk. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Mary Sterk atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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
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