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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Founding partner Craig Frankel was honored to speak at the January Atlanta Bar Association’s Family Law Section breakfast. Mr. Frankel shared with his peers his insights on trust and will pitfalls for divorce lawyers. The Atlanta Bar Association is the largest voluntary bar association in the southeast with a membership of more than 6,000 members […]
Founding partner Adam Gaslowitz and attorney Trevor E. Brice recently educated readers of Attorney at Law Magazine on essential tips to prevent estate disputes in the publication’s most recent issue. Mr. Gaslowitz and Mr. Brice co-authored the article “Planning for Peace: Avoiding Estat e Disputes”, which provides […]
Partner Robert Port wrote an article that was published on HumbleDollar, a popular financial website. Mr. Port’s article entitled “Courtside Seat”, outlined lessons learned and tips for clients with an interest in investments. Published on Jan. 16, the article informs clients how to avoid actively managed investments, qualities to look for in a good financial […]
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Gaslowitz Frankel LLC
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