As soon as we are born, we start absorbing information from as many sources available to us. We watch our parents’ behavior, listen to people speak around us on TV, the radio, you name it. While we choose to take in much of this information consciously, the majority of the “money messages” we absorb as […]
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 […]
We are excited to announce that Amy Pierson, our associate and friend, has moved to San Diego to join her fiancé. As Amy takes the next step in her life, she is also taking the next step in her career. Amy has passed the California Bar and will be joining Frisella Neilson APC as […]
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 […]
While we always encourage you to regularly revisit your estate planning documents, significant life events like divorce require immediate action. Spouses tend to name each other as fiduciaries in their estate planning documents. Changing these designations as soon as the relationship is over will help to avoid conflict between new spouses and blended families down […]
We are pleased to announce that Gaslowitz Frankel partner Craig Frankel has been selected for Leadership Atlanta’s Class of 2021. Along with 79 other community leaders in Atlanta, Craig will spend nine months learning more about the region and honing his leadership skills by attending retreats, completing service projects, attending full-day seminars, participating in […]
An estate, in its simplest term, is the sum of a person’s assets – property, investments, legal rights, interests, jewelry, cash, etc. When he or she passes away, what happens to these assets? The person’s will sets out the decedent’s wishes for how each asset is to be distributed. The will also specifies who […]
Divorce is a complicated legal process with many financial ramifications. With so many immediate life-changing decisions to negotiate with your former spouse, it’s easy to push long-term planning to the back burner. This may lead to future will, trust, and estate disputes, especially if the marriage ends on less than amicable terms. Here are […]
An Employee Stock Ownership Plan (ESOP) is a benefit plan allowing employees to buy or earn stock in their employer’s company. How Do ESOPs Work? Essentially, a company sets up a trust fund into which it contributes new shares of its own stock or cash to buy existing shares. Alternatively, the owner of a private […]
The days, weeks, and months after the passing of a family member are often trying and turbulent times. Even with planning and preparation, emotional distress can cloud decisions and make the next steps even more difficult. Many people underestimate the procedural requirements for administering an estate. More than just distributing a deceased’s assets to their […]
404.892.9797 – Phone
404.892.1311 – Fax
inquire@gadisputes.com
Gaslowitz Frankel LLC
303 Peachtree St., NE
Suite 4500
Atlanta, GA 30308
