Wealth Matters

Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in […] The post Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses appeared first on Business RadioX ®.

Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education […] The post Harnessing Your Family's Human and Intellectual Capital: The Key to Sustaining Wealth for Generations appeared first on Business RadioX ®.

Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael […] The post Spotlight on Conservatorships and Guardianships appeared first on Business RadioX ®.

David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment […] The post Investing for the Long Term: What You Need to Know appeared first on Business RadioX ®.

Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip […] The post So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls appeared first on Business RadioX ®.

Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support […] The post Estate and Financial Planning for Families with Unmarried Partners appeared first on Business RadioX ®.

Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. […] The post Simplifying and Managing Your Finances for When You Age and Beyond appeared first on Business RadioX ®.

Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates […] The post It’s Complicated: Estate Planning for Blended Families appeared first on Business RadioX ®.

Jeffrey Kess/MendenFreiman Jeffrey Kess is a partner in MendenFreiman s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands […] The post Understanding the IRS Collection Process appeared first on Business RadioX ®.

Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations, supporting organizations, donor-advised funds, and nonprofit taxation. Previously, Christy served as managing director, philanthropic counsel at the […] The post Philanthropy in 2020 and Beyond appeared first on Business RadioX ®.

Allen Venet/SunTrust Bank (now Truist) Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million with each including unique personal property. A […] The post Personal Property and Estates: Planning, Appraising and Auctioning appeared first on Business RadioX ®.

Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to practice in Georgia in 1999. Stacy began her legal career at […] The post Preparing Women for Prosperity appeared first on Business RadioX ®.

Joseph Sillitto/Page, Scranton, Sprouse, Tucker & Ford, P.C. Joseph Sillitto s practice Page, Scranton, Sprouse, Tucker & Ford, P.C. focuses primarily on probate and administration of estates; fiduciary representation; guardianships and powers of attorney; prenuptial agreements; asset transfer; tax implications and planning. Mr. Sillitto is a member of the State Bar of Georgia, and is an […] The post Financial Planning in Today’s Unpredictable World appeared first on Business RadioX ®.

David Geller/Wealth Enhancement Group David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual s talents, wisdom, […] The post Money Messages: Unpacking Our Emotional Relationship with Money appeared first on Business RadioX ®.

Jeff Bernier/TandemGrowth Financial Advisors The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) […] The post Behavioral Finance: Tips for Overcoming Irrational Financial Decisions appeared first on Business RadioX ®.

Tim Curtin/Curtin Law Firm, P.C. Tim Curtin is the founding partner of Curtin Law Firm, P.C., a boutique estate planning and probate administration law firm in Atlanta, GA. Tim currently serves as Chair of the Atlanta Bar Association s Estate Planning and Probate Section. He is a graduate of The Wake Forest University School of Law […] The post Everything You Wanted to Know about Probate appeared first on Business RadioX ®.

Kristen Lewis/The Bowden Law Firm Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities. She currently practices with The Bowden Law Firm, LLC in Atlanta, GA, a boutique estate planning firm which she co-founded in 2020. She is a Fellow of the American College of Trust […] The post How Can We Stop the Financial Abuse of Our Seniors? appeared first on Business RadioX ®.

Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory LLP on this month s episode of Wealth Matters . Michael Van Cise & Kathryn Hecker/Arnall Golden Gregory LLP Michael Van Cise and Kathryn Hecker are partners at Arnall […] The post What Charitable Advisors Need to Know in 2020 appeared first on Business RadioX ®.

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”. CLICK HERE to watch the video of this show. About Gaslowitz Frankel: Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and […] The post Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business appeared first on Business RadioX ®.

Alicyn McLeod/Atlanta Tax Alicyn McLeod with Atlanta.Tax is a Certified Public Accountant and a Certified Financial Planner with nearly 20 years of tax experience. She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits. A Georgia native, Alicyn is a graduate of Augusta University where she earned a Bachelors in Business Administration […] The post Financial & Estate Planning for Young Adults appeared first on Business RadioX ®.

Allan Hamer/Bank of America Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to support an overall wealth management strategy. Allan has over […] The post Sophisticated Uses of Credit appeared first on Business RadioX ®.

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. […] The post Insurance: What You Need to Know and How it Fits in Your Financial Planning appeared first on Business RadioX ®.

Bradley Hilton/Modera Wealth Management Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including […] The post Spring Cleaning Your Financial House appeared first on Business RadioX ®.

Brent Eden/Nease, Lagana, Eden & Culley, Inc. Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA. Brent specializes in providing life insurance advisory services and customized, integrated planning solutions to […] The post Financial Planning in Advance for Long Term Care appeared first on Business RadioX ®.

Jessica Reece Fagan/Hedgepeth Heredia Law Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out […] The post Women and Wealth: Unique Opportunities and Obstacles Faced by Women appeared first on Business RadioX ®.

Kim Martin/Nadler Biernath LLC Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor s Degree in English Literature from the University of Virginia (1990). She earned her law […] The post Estate Planning for Families with a Special Needs Child appeared first on Business RadioX ®.

Timothy Sheehan/BNY Mellon Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, […] The post The Benefits of Using a Corporate Fiduciary appeared first on Business RadioX ®.

Christy Butler Eckoff/Community Foundation for Greater Atlanta Christy Butler Eckoff is responsible for the Community Foundation for Greater Atlanta s comprehensive planned and major giving programs, Nonprofit Advantage Fund private placement institutional investment vehicle, asset-based giving, legal issues pertaining to charitable tax planning, funds, and agreements, and business development. Previously, Christy served as senior director of […] The post How Will The New Tax Law Impact Giving To Non-Profits? appeared first on Business RadioX ®.

Brian Sengson/Bennett Thrasher Brian Sengson is a Manager in the State and Local Tax practice with Bennett Thrasher. Brian specializes in helping clients reduce their effective state tax rates through multi-state tax planning, state credits, and economic development incentives. Brian also provides state tax consulting for M&A due diligence with an emphasis on income/franchise tax, […] The post Using State Tax Credits to Reduce Your Income Tax Burden appeared first on Business RadioX ®.

Joann Johnston/Georgia Heirs Property Law Center Joann Johnston is the Legal programs Director with the Georgia Heirs Property Law Center. She spent 10 years working for large Atlanta law firms as a civil litigator. Joann represented clients in complex multi-state litigation and appeals involving title disputes, lender liability defense, federal and state regulatory compliance and unfair […] The post Inherited Property – Resolving Tangled Title appeared first on Business RadioX ®.

Kendall Crye/Aging Life Care of Atlanta Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of navigating the needs of aging clients with family dynamics and […] The post How to Help Your Aging Parents Get the Help They Need When They Need It appeared first on Business RadioX ®.

Jason Doss/The Doss Firm Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from well-known financial services companies on behalf of individual investors […] The post Identifying Investment Fraud and Misconduct appeared first on Business RadioX ®.

Harlan Graiser/SignatureFD Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD s relationship managers in order to coordinate his work with the client s core financial planning […] The post Long Term Care Insurance: What Is It and Do I Need It? appeared first on Business RadioX ®.

Richard Wilcox/CRI Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), […] The post Retirement Planning for Overworked Business Owners appeared first on Business RadioX ®.

Scott Harty/Alston & Bird Scott Harty is a partner with Alston & Bird in the Federal and International Tax Group and focuses his practice on complex domestic and cross-border commercial transactions, including taxable and tax-free mergers and acquisitions, joint ventures and corporate restructurings. Mr. Harty has substantial experience advising corporate and private clients on all […] The post So We Have a New Tax Code: What Does That Mean For Me? appeared first on Business RadioX ®.

Sarah Watchko/Hill & Watchko Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of […] The post Georgia’s New Power of Attorney Law: What Does It Mean For You? appeared first on Business RadioX ®.

Mary Galardi/Galardi Law Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one of the […] The post Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages appeared first on Business RadioX ®.

Dale Hughes/Jeremiah Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge. A graduate of Emory University (B.B.A., Accounting) and The University of Georgia School of Law, Dale has been working with […] The post Legacy Gifts: Should You Include Your Charities In Your Estate Plan? appeared first on Business RadioX ®.

Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small. Emily Sanders/United Capital Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top […] The post Financial and Estate Planning Issues Facing Women appeared first on Business RadioX ®.

This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel LLC. Richard Litwin/The Litwin Law Firm Richard C. […] The post State Income Tax Issues For Residents Relocating To States Without Income Tax appeared first on Business RadioX ®.

Gina Miller/Bennett Thrasher LLP Gina Miller with Bennett Thrasher has twenty years of experience consulting on the valuation of equity interests in closely held and publicly traded companies. They offer valuations for a variety of purposes including estate and gift tax reporting requirements, financial reporting, acquisitions, buy-sell agreements, and employee stock ownership plans. Brian Corbett/CCG […] The post Transitioning the Family Business appeared first on Business RadioX ®.

Hosts Craig Frankel and Robert Port talk with Melissa Benton with Atlanta Senior Advocates and Page Hall with Everything But The House about “What to Do When it’s Time for Mom and Dad to Move out of the House.” Melissa Benton/Atlanta Senior Advocates Melissa s personal experience in the senior living industry began in 2005. She […] The post What To Do When It’s Time For Mom and Dad To Move Out Of The House appeared first on Business RadioX ®.

This episode of “Wealth Matters” presents a discussion about the financial impact of vacation homes. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel with special guests Cynthia Duncan of The Bowden Spratt Law Firm and Frank Norton of The Norton Agency. Cynthia Duncan/The Bowden Spratt Law Firm Cynthia Duncan is a shareholder in […] The post Strategies For Sharing or Transferring the Family Vacation Home appeared first on Business RadioX ®.

Hugh Wood/Wood & Meredith Hugh C. Wood is a partner in Wood & Meredith, LLP, Atlanta (Tucker) Georgia 30084. Mr. Wood has resolved real estate litigation matters and probate litigation matters for over 2 decades in Georgia. At the intersection of fiduciary litigation and real property litigation, Mr. Wood resolved the largest probate estate-related real estate partition action […] The post Addressing Real Estate Title Issues appeared first on Business RadioX ®.

This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch. Adam Gaslowitz As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial […] The post How To Protect Your Kids From Estate Disputes appeared first on Business RadioX ®.

Michael Bean/Divorce Sense Michael is a financial professional in the Atlanta area who specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand understanding of how highly emotional the divorce process can be, Mike is dedicated to lightening the burden of each client by thoroughly dissecting the financial […] The post Making Financial Sense of Your Divorce appeared first on Business RadioX ®.

The things you need to be prepared for when your family business is ready for succession are discussed on this episode of “Wealth Matters“. Michael Blake/Arpeggio Advisors Mike Blake is the founder of Arpeggio Advisors, a boutique business appraisal and corporate strategy advisory firm in Atlanta. Mike s background has included work in venture capital, investment […] The post Getting Your Family Business Ready For Succession appeared first on Business RadioX ®.

What are Ethical Wills and Value Letters? What will your legacy be, other than money? Attorneys Craig Frankel, Robert Port and Millie Baumbusch answer these questions on this episode of Wealth Matters . Craig Frankel/Gaslowitz Frankel Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and […] The post Ethical Wills and Value Letters: What Is Your Legacy Other Than Money? appeared first on Business RadioX ®.

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings. Carly Howard/Atlantic Trust Carly Howard is a senior wealth strategist in Atlantic Trust s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning […] The post So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? appeared first on Business RadioX ®.

Adam Gaslowitz and Robert Port discuss Financial Management and Life Care Options for Seniors on this episode of “Wealth Matters“. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold. Miles Hurley/Hurley Elder Care Law Miles Patrick Hurley is […] The post Financial Management and Life Care Options for Seniors appeared first on Business RadioX ®.

On this week s episode of Wealth Matters , hosts Craig Frankel and Millie Baumbusch discuss Will or Trust: What is the Best Estate Planning Document for You? . Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker. Melissa Walker/Salo & Walker Melissa is a partner with the firm of Salo & […] The post Will or Trust: What is the Best Estate Planning Document for You? appeared first on Business RadioX ®.