While we always encourage you to regularly revisit your estate planning documents, significant life events like divorce require immediate action. Spouses tend to name each other as fiduciaries in their estate planning documents. Changing these designations as soon as the relationship is over will help to avoid conflict between new spouses and blended families down […]
We are pleased to announce that Gaslowitz Frankel partner Craig Frankel has been selected for Leadership Atlanta’s Class of 2021. Along with 79 other community leaders in Atlanta, Craig will spend nine months learning more about the region and honing his leadership skills by attending retreats, completing service projects, attending full-day seminars, participating in […]
An estate, in its simplest term, is the sum of a person’s assets – property, investments, legal rights, interests, jewelry, cash, etc. When he or she passes away, what happens to these assets? The person’s will sets out the decedent’s wishes for how each asset is to be distributed. The will also specifies who […]
Divorce is a complicated legal process with many financial ramifications. With so many immediate life-changing decisions to negotiate with your former spouse, it’s easy to push long-term planning to the back burner. This may lead to future will, trust, and estate disputes, especially if the marriage ends on less than amicable terms. Here are […]
An Employee Stock Ownership Plan (ESOP) is a benefit plan allowing employees to buy or earn stock in their employer’s company. How Do ESOPs Work? Essentially, a company sets up a trust fund into which it contributes new shares of its own stock or cash to buy existing shares. Alternatively, the owner of a private […]
The days, weeks, and months after the passing of a family member are often trying and turbulent times. Even with planning and preparation, emotional distress can cloud decisions and make the next steps even more difficult. Many people underestimate the procedural requirements for administering an estate. More than just distributing a deceased’s assets to their […]
Like many people, you may need to amend your last will and testament multiple times as your assets, wishes, and personal circumstances change. As long as you are mentally competent, you may change, update, or completely revoke your will at any time. Testators who want to make significant changes can revoke their existing will and […]
with guests Kathy Keeley, Kristen Lewis and Fontaine Lee Hosts: Adam Gaslowitz and Craig Frankel January 28, 2015 wealthmatters_11.19.2014
There are few things in this life as emotionally exhausting as a divorce. Not only are you grieving an ended marriage, but you are immediately tasked with a pile of paperwork to review and sign. Between bank statements, proof of income, mortgage statements, tax returns, retirement account statements, and more, it’s easy to feel like […]
A family office is a wealth management and advisory organization that assumes the daily administration and management of a family’s (or multiple families’) affairs, primarily for high net worth individuals and families with complex financial needs and objectives. Who Needs a Family Office? Families or individuals who require the services of a family office typically […]
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Gaslowitz Frankel LLC
303 Peachtree St., NE
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Atlanta, GA 30308
