When setting up a trust, it’s important to understand what you are committing to and the future implications of those commitments. One of the most important considerations is whether your trust will be revocable or irrevocable. A revocable trust gives you the ability to amend or terminate the trust and remove property at any time […]
A family office is a wealth management and advisory organization that assumes the daily administration and management of a family’s (or multiple families’) affairs, primarily for high net worth individuals and families with complex financial needs and objectives. Who Needs a Family Office? Families or individuals who require the services of a family office typically […]
There are few things in this life as emotionally exhausting as a divorce. Not only are you grieving an ended marriage, but you are immediately tasked with a pile of paperwork to review and sign. Between bank statements, proof of income, mortgage statements, tax returns, retirement account statements, and more, it’s easy to feel like […]
With Jeff Bernier of TandemGrowth Financial Advisors, Taylor Stanfill of Verisail Partners, and Andy Avera of Avera Wealth Advisors Hosts: Craig Frankel and Robert Port. April 22, 2020 wealthmatters – April 22, 2020
When people discuss their final wishes, the focus is often on finances and possessions. It is easy to focus on the material aspect of your will and overlook a very important piece of your legacy – your feelings and values. At Gaslowitz Frankel, our attorneys stress the importance of ethical wills. An ethical will, also […]
On a recent episode of our monthly Wealth Matters radio show, Gaslowitz Frankel partners Craig Frankel and Robert Port sat down with Kristen Lewis from the Bowden Law firm to discuss common signs of elder financial abuse and how to stop it. What Constitutes Elder Financial Abuse? Generally speaking, it can be defined as the […]
Governor Kemp has issued an executive order providing a means for Georgians to create and update estate planning documents without exposing themselves to unnecessary risk of COVID-19 infection. As a result of the COVID-19 pandemic, many Georgians want either to create their first Last Will and Testament or update the estate planning documents they already […]
The COVID-19 crisis has prevented many Georgians who want to execute a new will or make changes to an existing will from doing so. Both the need to prioritize social distancing and Governor Kemp’s shelter-in-place order have made it difficult to meet Georgia law requirements for witnessing the execution of a will. If you are […]
Living Trusts are often used by those seeking to prevent family disputes and ensure that their property is efficiently distributed to their beneficiaries. If you are considering using a living trust, you should consider the following: You Can Avoid Probate Court One benefit of a living trust is that your assets are not tied up […]
A family vacation home is often a place where fond memories are made and where you can truly relax and unwind. But, what happens when it’s time to pass the property to your children and grandchildren? Cynthia Duncan, a shareholder in The Bowden Spratt Law Firm, and Frank Norton Jr., a real estate broker and […]
