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Your Money ABCs TV Show Features Steve Stanganelli CFP on Estate Planning and ID Theft
Steve Stanganelli, CFP (r) is featured on the upcoming North Andover Community Access Cable TV show "Your Money ABCs with Attorney Ramsey Bahrawy."
By: Steve Stanganelli, CFP
The long-running program, moderated by Attorney Bahrawy, provides a 30-minute weekly forum for area professionals to discuss relevant financial planning topics covering the areas of personal finance, estate planning, retirement and credit.
In the first of these segments, Stanganelli commented on the basic concepts of estate planning needed throughout life. "Whether you have something you want to protect or you have someone you care about who you want to protect, you need an estate plan," the five-star-rated board-certified fee-only financial professional answered when asked who needs to consider an estate plan. Stanganelli added that it is a misconception that it is something "only for the rich."
"You might need estate planning if you own a business, have property in different states, have a spouse who is not a US citizen or have children from multiple marriages or if you have elder parents in need of long term care," Stanganelli explained.
The first segment, recorded on February 18, 2009, covered the concepts of probate and ways to minimize the expense and taxes associated with probate through the use of powerful alternate arrangements including Revocable Living Trusts.
The two estate planning professionals also discussed some of the options available for those interested in planning for long-term care which included a review of the complex rules involved in qualifying for Medicaid assistance.
In the second program recorded on March 18, 2009, the focus was on identity theft which "costs the US economy more than $56 billion in 2005" according to statistics Stanganelli provided from the Federal Trade Commission and the Identity Theft Resource Center.
During this program, Stanganelli, a veteran mortgage banker, reviewed some of the many types of scams and cyber-theft techniques as well as the strategies for combating personal financial information. In addition to high-tech security like computer fire walls and not responding to unsolicited email requesting personal financial information, Stanganelli offered low-tech tips like shredding financial documents and credit card solicitations. "The key is to simply be aware and not be overly trusting of an authoritative looking email or call," he added.
The programs will air on nearly twenty community access cable TV channels throughout the Merrimack Valley from Andover to Georgetown and Haverhill, Massachusetts. Check your local cable TV listings for times.
ABOUT STEVE STANGANELLI
Steve is a CERTIFIED FINANCIAL PLANNER ™ Professional and a CHARTERED RETIREMENT PLANNING COUNSELOR with Quest Financial, a fee-only planning and investment advisory firm with offices in Woburn and Amesbury, Massachusetts and corporate offices in Lynnfield, MA.
Steve, a five-star rated advisor, specializes in working with business owners, executives, medical professionals and their families to help them live richer lives through smarter money moves during life and business transitions.
Steve’s practice includes credit management, retirement planning, low-cost index investment strategies, divorce, college funding and asset protection for business owners and professionals.
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Quest is a fee-only financial planning and investment advisory firm dedicated to assisting individuals and their families with expert advice to build and protect wealth through customized planning and investment solutions.
Page Updated Last on: Mar 23, 2010