A fiduciary is a person or entity that owes fiduciary duties to another party. In a will, the fiduciary is known as an executor, and, once appointed by the court, it is the executor’s duty to administer the estate expediently, with as little loss as possible, for the benefit of the creditors and beneficiaries. When […]
As the premier fiduciary litigators in Georgia, we have firsthand experience helping families solve conflict. In a recent episode of our “Wealth Matters” radio show, Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port answer more questions on how to avoid family disputes regarding money, estates, and businesses. How Do Spouses Affect Estate Planning? […]
Your estate plan should include your most beloved possessions, and what’s more loved than your family pet? While this might seem obvious to some, most owners fail to realize that they need to account for their furry friends while estate planning. Making arrangements for your pets in your estate plan is very important, since it […]
There are many things to consider when looking for a fiduciary to help you grow and sustain your wealth. You want a person with integrity, interpersonal skills. But what else should you consider? Selecting a fiduciary is not something that should be done lightly. Here are some recommendations for the qualities to look for in […]
“Funding” a living trust refers to the process of transferring the ownership of assets from yourself to your trust. When this occurs, the assets are no longer titled to you, individually, but to your trust in care of your trustee. Funding a living trust can be quite complicated as different assets have different processes for […]
Creating your estate plan isn’t easy. You have to think two steps ahead about how the end of your life will affect your spouse, your kids, and the rest of your family. If you think planning is challenging, telling your heirs about the designations you made in your estate plan can be even more uncomfortable. There […]
Business partnerships can provide great value, allowing each partner to bring their own experience and expertise to the table and dividing up the workload to keep it all from falling on one person’s shoulders. But what happens if your relationship with your business partner goes south due to a breach of contract? Learn the various […]
Gaslowitz Frankel partners Craig Frankel and Robert Port met virtually to discuss “Investing for the Long Term: What You Need to Know” on our “Wealth Matters” radio show with special guests David Bibicoff of Strategies for Wealth and Fred Kettler of Kettler Financial. Here are some “Investing 101” insights from the experts. How Do […]
Financial literacy is the ability to understand personal finance, budgeting, and investing and then use that knowledge to make good financial decisions. A person’s ability to effectively save money and avoid financial setbacks relies on their financial literacy. When you understand every aspect of your finances, you’ll be able to set short- and long-term financial […]
If you find yourself in any kind of business or estate dispute and you cannot resolve the dispute outside of court with the parties involved, you will likely have to go to trial. During the trial, you will present your evidence and hope that it is strong enough to convince the judge or jury to […]
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