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Secure Your Legacy with Sherri Montecalvo

Secure Your Legacy with Sherri Montecalvo

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About this listen

 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.
  • 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.
Join us for an insightful discussion on how to protect your legacy and make informed decisions for the future.

Where to find Sherri Montecalvo
  • Website: estateplanningwithsherimontecalvo.com
  • Facebook: facebook.com/estateplanningwithsheri

Where to find Misty

Websites:
  • mistylynch.com
  • soundviewfinancialadvisors.com
Instagram: @mistylynchcfp

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