“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 […]
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 […]
