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 […]
Fiduciary disputes can become hostile when one party tries to conceal a piece of evidence. Parties to a civil action, such as a fiduciary dispute, are entitled to engage in discovery, which is a process that enables the parties to obtain evidence in the form of documents and information that can be used at trial. […]
Making any sort of investment is a decision that shouldn’t be taken lightly. Whether you’re financial planning after divorce, financial planning during the pandemic, or anything in between, it’s of the highest importance that you take the time to understand your rights and protect your investments. Right to Quality of Service As an […]
As COVID-19 continues, more people are considering investing in long-term care policies to protect their financial futures. Here’s why planning for long-term care is so important. What is Long-Term Care Insurance? Long-term care insurance is a type of insurance created to pay for the long-term care services people need as they age or become ill/incapacitated […]
On Wednesday, October 28, 2020, a class action lawsuit (Zimmerman v. Burns and Matson Money) was filed against Chris Burns, a financial advisor based out of Atlanta, Georgia who unexpectedly disappeared on September 24 of this year. Burns disappeared only one day before his deadline to hand in documents relating to his businesses to the Securities […]
As we have discussed before, the requirements for a will to be considered valid by the probate court varies from state to state. One of these factors that can change depending on the state is whether or not handwritten/holographic wills are accepted. Sometimes these terms are mistakenly used interchangeably when they actually mean different […]
While we enjoy broadcasting every episode of our Wealth Matters radio show, the August 2020 episode was particularly special as Gaslowitz Frankel partner LeAnne Gilbert appeared as a co-host for the first time! Ms. Gilbert specializes in fiduciary and commercial litigation, representing corporate fiduciaries, trustees, executors, business partners, and estate and trust beneficiaries in a […]
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 […]
