As COVID-19 continues, more people are considering investing in long-term care policies to protect their financial futures. Here’s why planning for long-term care is so important. What is Long-Term Care Insurance? Long-term care insurance is a type of insurance created to pay for the long-term care services people need as they age or become ill/incapacitated […]
Many studies have shown that while the winter holiday season should be the happiest time of year, the divorce rate actually spikes in the months immediately following. Here are some of the reasons why this is the case, as well as the steps you can take to prevent fiduciary disputes from arising in your […]
Emotions are high any time there is an unexpected death of a family member. We have seen many times that grief, sorrow, and confusion can easily overwhelm loved ones of the deceased. In the midst of this turmoil, it is common for tension to rise between these family members, which is when disputes are most […]
Creating a succession plan is an essential step in ensuring that a company continues creating wealth across generations, and yet we see so many business owners put it off until the last minute. Here are a few points to consider when planning for this transfer of ownership to help prevent a business dispute from […]
In the October 2020 episode of our Wealth Matters radio show, Gaslowitz Frankel partners Adam Gaslowitz and Craig Frankel met virtually with special guests Allen Venet, Estate and Trust Advisor at SunTrust Bank (now Truist), and Alyssa Quinlan, Chief Business Development Officer at Hindman Auctions, to discuss the ins and outs of planning, appraising, and […]
Gaslowitz Frankel is excited to announce that our firm has been recognized in the 2021 edition of “Best Law Firms” by the U.S. News and World Report in Metropolitan Tier 1 for Litigation – Trusts & Estates in Atlanta. According to U.S. News and World Report, the rankings “are based on a rigorous evaluation […]
When it comes to drafting wills and trusts, many people decide to “DIY” it to avoid the costs of hiring an advisor/estate planning attorney. Whether someone attempts to create a handwritten will or draft one using an online service, we have seen that the repercussions of DIY estate planning can be far more costly […]
On Wednesday, October 28, 2020, a class action lawsuit (Zimmerman v. Burns and Matson Money) was filed against Chris Burns, a financial advisor based out of Atlanta, Georgia who unexpectedly disappeared on September 24 of this year. Burns disappeared only one day before his deadline to hand in documents relating to his businesses to the Securities […]
As we have discussed before, the requirements for a will to be considered valid by the probate court varies from state to state. One of these factors that can change depending on the state is whether or not handwritten/holographic wills are accepted. Sometimes these terms are mistakenly used interchangeably when they actually mean different […]
When it comes to the financial and estate planning processes, we have seen that most women do not participate until they are blindsided by an unfortunate life event such as divorce or the unexpected death of their husband. When that happens, these women are thrown into unfamiliar territory where they suddenly have to figure out […]
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