- 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:
Instagram: @mistylynchcfp
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