Lawsuits do not necessarily have to proceed to a trial before a judge or a jury. Often, before or after a lawsuit is filed, there is a window of opportunity in which the parties involved may reach a settlement or negotiation that will reduce financial costs, risks, uncertainty and the emotional turmoil of moving forward […]
It’s an undisputed fact that financial scams are on the rise. In 2015 alone, 13.1 million Americans were victims of fraud, accounting for over $15 billion dollars in losses. That number is expected to increase in 2016. With more purchasing online, there is now significantly greater opportunity for criminals to obtain and exploit your sensitive […]
Preserving Wealth Depends on Strategic & Consistent Heir Education You’ve worked hard to build your estate, and maintain it over time. Eventually, it will be time to leave your estate to your children. How will you make sure that they are prepared? Just as you have a responsibility to manage your wealth, you have a […]
The sudden death of music icon Prince saddened fans around the world. However the turmoil surrounding the entitlement to, and distribution of his assets can teach us all some valuable lessons about how intestacy can cause nightmarish issues in estate planning. Prince was an extremely private artist who was insistent upon having a great deal […]
Purchasing habits and personal taste have changed drastically in recent years. Members of the Greatest Generation were collectors, and Baby Boomers loved to buy things as status symbols and trophies. Now, Gen X and Millennials are living much less formal lives and therefore are not interested in most of the personal property that was once […]
After five years in the making, the DOL finally approved a new fiduciary rule that is designed to protect client retirement investment accounts by regulating investment advice from dealer-brokers. The rule has stirred up quite a bit of controversy in the financial world, as it will dramatically change the suitability standard that brokers previously operated […]
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 […]
We continue to celebrate the firm’s 25th anniversary with charitable giving. Last month we gave a $500 donation to Community Advanced Practice Nurses, Inc. This non-profit organization provides free health care services to Atlanta’s homeless and economically disadvantaged population. Learn more about Community Advance Practice Nurses
A little background: My 27 year old daughter left her home in Pittsburgh 11 months ago on a solo bike trip around the continent. Starting in Pennsylvania, she biked up into Canada and all the way across that country to Fairbanks, Alaska, then down through Alaska and the U.S. west coast to Mexico and then […]
Partner Robert Port was honored to speak at the November Atlanta Bar Association’s Elder Law Section meeting. Mr. Port spoke on the topic, “Elder Investment Fraud and Financial Exploitation.” The Atlanta Bar Association is the largest voluntary bar association in the southeast with a membership of over 6000 members from twelve counties throughout the metro Atlanta region. For more […]
