Gaslowitz Frankel Partner Robert Port Presents Fiduciary Webinar on June 27th

Gaslowitz Frankel Partner Robert C. Port will participate in a Stafford Live CLE webinar alongside two other esteemed litigators focusing on breach of fiduciary claims against trustees of closely held business assets. The June 27th webinar, which will air live at 1 p.m. EDT, will provide estate planning counsel, fiduciary advisors, and litigators with a thorough and practical guide to pursuing and defending breach of fiduciary duty claims against trustees whose trusts have significant or cont...
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Craig Frankel Celebrates 18 Years of Board Service at Hillside

Gaslowitz Frankel is pleased to announce that founding partner Craig Frankel recently completed 18 years of service on Hillside’s board of directors. During his longstanding tenure of board service at Hillside, Mr. Frankel also served for three years as the board’s chair. Hillside plays an essential role in helping children and families thrive by providing outstanding residential and community mental health services. Their programs focus on the strengths of children who live in our community ...
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Part 2 of 2: 4 Must-Ask Questions for Your Fiduciary

With few exceptions, stockbrokers, investment advisors, and insurance agents act as fiduciaries for their clients. Therefore, they are required to place the interests of their clients ahead of their personal goals. How can you determine whether your advisor is a fiduciary who must act in your best interest or a stockbroker who is subject only to a “suitability” requirement? Here are some questions to ask your financial advisor to determine whether they are really putting your best interests f...
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Adam Gaslowitz Named Vice Chair/Chair-Elect of Emory University’s Gift Planning Advisory Council

Gaslowitz Frankel is pleased to announce that Emory University recently appointed founding partner Adam Gaslowitz to serve as vice chair/chair-elect of its Gift Planning Advisory Council (GPAC). In his new role on the GPAC, Mr. Gaslowitz, a long time member of the Council, will continue to work alongside other advisory council members to support the growth and development of the University’s gift planning program. The council draws its statewide membership from experts in law, accounting, est...
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Part 1 of 2: How to Determine if Your Financial Advisor is a Fiduciary

You have probably heard a lot of buzz lately about the U.S. Department of Labor’s proposed “fiduciary rule,” which would significantly expand the types of financial advisors who are considered fiduciaries, and therefore owe a fiduciary duty to their clients. The rule is intended to apply to advisors who manage or give advice about retirement assets, such as IRAs, SIMPLE IRAs, Roth IRAs, and 401(k)s. But what is a fiduciary duty? How does a fiduciary duty differ from other standards governing fin...
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4 Signs That Your Family May Fight Over Your Estate

The loss of a loved one is often one of the most trying times you will experience in your life. From making funeral arrangements and navigating through the stages of grief to managing and settling the estate, it is easy for disputes to arise between family members. Fortunately, a majority of the disputes can be resolved amicably. To do so, it is essential to identify strategies to keep the peace in your family without the added worry of conflict among your heirs. Here are some warning signs t...
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How to Protect Your Digital Assets in Your Estate Plan

As our society ages, there is naturally a rising concern over the physical, emotional, and financial security of our family members. With changes in technology, we are now conducting more business and financial management digitally. As a result, you should consider how you would protect your digital assets in your estate plan. Who will have access? How and where will you store your online passwords? These are vital questions to address as part of your estate plan. Before providing a loved one...
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4 Simple Tips for Seniors to Safeguard Themselves From Financial Scams

As our family members age and technology continues to evolve, there is certainly an emergent trepidation over their financial security. While it takes decades of diligence and discipline to build a secure nest egg to live off of during life’s golden years, it only takes an instant for scammers to take it all away. Financial fraud is on the rise, especially on the Internet, where many senior citizens are easy targets of technologically savvy scammers. With fraud impacting millions of individua...
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Gaslowitz Frankel Partner Robert Port Discusses Financial Fraud on the Steve Pomeranz Radio Show

Gaslowitz Frankel Partner Robert Port recently joined investment strategist and advisor Steve Pomeranz on the Steve Pomeranz Radio Show to discuss how to identify financial fraud and broker malpractice. The radio show, which aired on Feb. 22, highlighted information Mr. Port wrote in a recent article published on the website HumbleDollar that outlines lessons learned from representing investors who have suffered losses due to the negligence or misconduct of their stockbroker, investment advis...
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Gaslowitz Frankel Partners Named to 2017 Super Lawyers and Rising Star Lists

Gaslowitz Frankel is proud to announce that three of its firm’s partners have been named to the 2017 Georgia Super Lawyers list and one to the list of Rising Stars. Featured on this prestigious list are firm partners Adam Gaslowitz, Craig Frankel and Robert Port. Partner Millie Baumbusch joins the ranks of the Rising Star list for the second consecutive year. This is the 12th consecutive year Super Lawyers has named Adam Gaslowitz to its list, the 11th consecutive year for Craig Frankel and 9...
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