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Tim Maurer’s Top 10 Personal Finance Books

Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for the BAM ALLIANCE, walks us through his wide-ranging library, which includes books that focus on financial planning, behavioral economics, life planning, and a bonus pair that aren’t necessarily about money but can help change the way you look at money.     The Rent Collector,
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Your Personal Property Memorandum: 4 Tips for Success

What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members. But, what if you’d prefer a more detailed plan for particular items you want to leave to specific individuals? If you’d like to ensure that specific property or items in your estate are left to certain relatives or friends, a
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Estate Planning Projects to Tackle in the New Year

                As the end of the year approaches and you begin to look back on 2018, what changes need to be reflected in your estate plan? Have you gotten married or divorced in the past year? Perhaps you’ve welcomed a new child or grandchild, or experienced a change in your health. So much can change in a year, and it’s important not to let too much time pass before those changes are reflected
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2018 Midterm Elections: What Do They Mean For Your Estate Plan?

Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop budgeting, saving, and investing as you go through life, it is also sensible to see estate planning as a lifelong project. Let’s look at some of the considerations you should make now that the 2018 midterm elections are in the history books. Planning in a Fluctuating Political Climate Estate plans
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Three Legal Strategies When Facing a Major Health Event

            What You and Your Family Need to Know Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning. Although you may have many things going through your head at the moment, now is a crucial time to make sure your estate plan is in order.  Proactive planning can
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Beyond Wills and Trusts: 3 Documents Everyone Needs

When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should think about to make your plan complete: A Living Will A Healthcare Directive, also called an Advance Directive, Medical or Healthcare Power of Attorney, or Designation of Healthcare Surrogate Financial Power of Attorney Planning for Medical Emergencies with a Living Will and Healthcare Directive Having the right legal documents in place in case of a medical emergency
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Modernizing an Outdated Estate Plan

What to do with a Confusing, Old Trust Estate plans evolve. Or at least they should. Any plan that fails to achieve your goals and doesn’t match your current financial and family circumstances is out of date and is in need of an overhaul. We can help you revitalize the obsolete aspects of your plan and get you back on track for the future. How to know if you have an outdated trust If you or anyone you know signed
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3 Reasons Investors Should Update Their Investment Policy Statement

Just as regular health checkups with a qualified physician are an important proactive step to maintaining your physical health, regular financial checkups with an experienced financial advisor are an important proactive step to maintaining good financial health. A proper financial checkup starts with a review and update of an investor’s Investment Policy Statement (IPS). The IPS is a synopsis of an investor’s objectives, constraints and policies that govern the relationship with their financial advisor. It helps foster: Prevention A well-constructed
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Wills vs. Revocable Trusts

The end of the year is a great time to make sure your Wealth Plan is in order, and Estate Planning is a key part of your wealth protection strategy. Jeff Mangieri of DeAndrade Mangieri, LLC attorneys at law, is a wonderful resource for our practice and our clients. Jeff specializes in general business representation and transactional services in addition to estate planning and probate services.  Jeff provides a range of estate and trust planning services to individuals at various
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