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 […]
A common misconception about financial and estate planning is that it is only for professionals who are middle-aged and above. Many young adults assume that because they are healthy and just starting out with their careers, they do not need to meet with a financial or estate planner just yet. However, we know from our […]
With all of the changes going on in the world today, it’s hard to make any type of plan with confidence. From trying to plan a vacation for next year amidst the COVID-19 pandemic to simply deciding where you want to go to dinner because the restaurant might be at full capacity according to CDC […]
In a recent episode of our Wealth Matters radio show, Gaslowitz Frankel partners Craig Frankel and Robert Port met virtually with special guests Richard Barnes, founder of BarnesLaw LLC, and Caroline Bradshaw, Sr. Vice President & Managing Director, Trust Administration at Cumberland Trust to discuss the reasons people need trusts and how to navigate naming […]
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 […]
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 […]
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 […]
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 […]
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 […]
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Gaslowitz Frankel LLC
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