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 hellip
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 hellip
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 hellip
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 hellip
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 hellip
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 nbsp During their conversation Tim Craig and Robert provided helpful tips hellip
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 hellip
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 hellip
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 amp Managing Director Trust Administration at Cumberland Trust to discuss the reasons people need trusts and how to navigate naming hellip
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 hellip
404.892.9797 – Phone
404.892.1311 – Fax
inquire@gadisputes.com
Gaslowitz Frankel LLC
303 Peachtree St., NE
Suite 4500
Atlanta, GA 30308
