Trusts are incredibly valuable tools in the estate planning process. Oftentimes, however, a trust can only be as strong as the strategy behind it. In this “Wealth Matters” radio show episode, we talk with Richard Barnes, Partner at Barnes Law LLC, and Caroline Bradshaw, Senior Vice President and Managing Director for Trust Administration at Cumberland […]
In a recent episode of our Wealth Matters radio show, Gaslowitz Frankel partners Craig Frankel and Robert Port met virtually with special guests Christy Butler Eckoff, Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation, and Randy Gorod, President and CEO of Pisgah Consulting, to discuss philanthropic trends they’ve seen in 2020 and […]
In the October 2020 episode of our Wealth Matters radio show, Gaslowitz Frankel partners Adam Gaslowitz and Craig Frankel met virtually with special guests Allen Venet, Estate and Trust Advisor at SunTrust Bank (now Truist), and Alyssa Quinlan, Chief Business Development Officer at Hindman Auctions, to discuss the ins and outs of planning, appraising, and […]
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 […]
Earlier this year, Gaslowitz Frankel partners Craig Frankel and Robert Port met virtually for an episode of our Wealth Matters radio show with Tim Curtin of the Curtin Law Firm to discuss everything you wanted to know about will administration and the probate process. During their conversation, Tim, Craig, and Robert provided helpful tips […]
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 […]
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 […]
Not everyone can be, or wants to be, a financial advisor. For most people, their financial decisions are driven by their beliefs and experiences rather than expertise in the industry. While life experience can be a great teacher, these beliefs can also negatively impact a person’s ability to make practical, impartial decisions for themselves and […]
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