On Air at Gwinnett Business Radio X
Partners Craig Frankel and Millie Baumbusch Lead Discussion on “Wealth Matters” Radio Show
Last week, Partners Craig Frankel and Millie Baumbusch hosted our “Wealth Matters” radio show on Gwinnett Business Radio X. The topic of discussion was “What You Need to Know About Protecting Your Digital Assets.”
Special guests Jim Dougherty, Technology Services Director at Bennett Thrasher, Elizabeth Faist, Associate at Sutherland Asbill & Brennan LLP, and Putnam Smith, Partner at Lipscomb, Johnson, Sleister, Dailey & Smith, LLP joined the discussion for an engaging and insightful look into how consumers can ensure the safety of their sensitive digital information and assets and how attorneys can include plans for digital assets in their clients’ estate planning documents.
You can watch the show on our Youtube channel, and remember to tune in the last Wednesday of the month at 8:30 A.M. to listen to the show!
Partner Robert Port Quoted by Atlanta Journal Constitution on DOL’s New Fiduciary Rule
Partner Robert Port was recently interviewed by the Atlanta Journal Constitution and quoted in an article about an important new fiduciary rule enacted by the DOL governing the financial advice given for retirement accounts.
The new rule, which will go into effect one year from now, is designed to save millions of investors from costly fees, improve retirement prospects and stem abuses that have claimed life savings in some cases. The new rule has caused significant debate within the financial industry, as it requires retirement advisers to suggest investments that are best for clients’ circumstances and pocketbooks, regardless of what fees or commissions the adviser might miss out on.
Mr. Port has a favorable opinion of the regulation and made the following remarks:
“People who give this advice have the ability to destroy somebody’s financial future with self-serving advice. I wish it covered the financial industry as a whole, and not just the retirement accounts.”
You can read the article in its entirety here.
Partner Millie Baumbusch Volunteers Legal Assistance at Non-Profit Organizations
In many Georgia counties, volunteer attorneys provide free legal counseling to low-income individuals who have questions about active probate matters. Several groups help coordinate those programs in the Atlanta area, including the Atlanta Volunteer Lawyers Foundation, the DeKalb Volunteer Lawyers Foundation, the Atlanta Legal Aid Society, and the Estate Planning and Probate Section of the Atlanta Bar Association.
Partner Millie Baumbusch regularly volunteers her time at both the Fulton County Probate Information Center and the DeKalb County Probate Information Clinic, answering questions and providing guidance with the probate of wills and administration of estates. Ms. Baumbusch is dedicated to serving her local community through her pro bono work, and she enjoys assisting citizens with her expertise in probate matters.
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