When setting up a trust, it’s important to understand what you are committing to and the future implications of those commitments. One of the most important considerations is whether your trust will be revocable or irrevocable. A revocable trust gives you the ability to amend or terminate the trust and remove property at any time […]
With Jeff Bernier of TandemGrowth Financial Advisors, Taylor Stanfill of Verisail Partners, and Andy Avera of Avera Wealth Advisors Hosts: Craig Frankel and Robert Port. April 22, 2020 wealthmatters – April 22, 2020
When people discuss their final wishes, the focus is often on finances and possessions. It is easy to focus on the material aspect of your will and overlook a very important piece of your legacy – your feelings and values. At Gaslowitz Frankel, our attorneys stress the importance of ethical wills. An ethical will, also […]
On a recent episode of our monthly Wealth Matters radio show, Gaslowitz Frankel partners Craig Frankel and Robert Port sat down with Kristen Lewis from the Bowden Law firm to discuss common signs of elder financial abuse and how to stop it. What Constitutes Elder Financial Abuse? Generally speaking, it can be defined as the […]
Governor Kemp has issued an executive order providing a means for Georgians to create and update estate planning documents without exposing themselves to unnecessary risk of COVID-19 infection. As a result of the COVID-19 pandemic, many Georgians want either to create their first Last Will and Testament or update the estate planning documents they already […]
The COVID-19 crisis has prevented many Georgians who want to execute a new will or make changes to an existing will from doing so. Both the need to prioritize social distancing and Governor Kemp’s shelter-in-place order have made it difficult to meet Georgia law requirements for witnessing the execution of a will. If you are […]
Living Trusts are often used by those seeking to prevent family disputes and ensure that their property is efficiently distributed to their beneficiaries. If you are considering using a living trust, you should consider the following: You Can Avoid Probate Court One benefit of a living trust is that your assets are not tied up […]
A family vacation home is often a place where fond memories are made and where you can truly relax and unwind. But, what happens when it’s time to pass the property to your children and grandchildren? Cynthia Duncan, a shareholder in The Bowden Spratt Law Firm, and Frank Norton Jr., a real estate broker and […]
Proper estate planning allows you to shape your legacy after death. One decision to consider as you navigate the process is whether to include legacy gifts in your estate plan. What Is a Legacy Gift? A legacy gift is also an effective way to “pay it forward” says Dale Hughes, a Partner at Jeremiah Consulting. […]
With Tim Curtin Hosts: Craig Frankel and Robert Port. March 25, 2020 wealthmatters – March 25, 2020
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