Garrett Ervin, Author at Business RadioX ® Page

Estate Planning Issues in High-End Divorces

October 22, 2014 by Garrett Ervin

Gwinnett Studio

Estate Planning Issues in High-End Divorces

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Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel — Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

Attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

Randy Kessler/Kessler & Soloimiany

A nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School.

Phone: 404-688-8810
Email: rkessler@ksfamilylaw.com

Larry Freiman/MendenFreiman LLP

A founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute.

Phone: 770-379-1450
Email: lfreiman@mendenfreiman.com

Georgia O’Brien/Family Financial Management

A Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst.

Phone: 404-850-7930
Email: georgia@trustffm.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

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INFOGRAPHIC: Divorce Statistics in the U.S.

Hollie Mann with Gainesville Physical Therapy and Bob Fletcher with Perfetta

October 16, 2014 by Garrett Ervin

Gwinnett Business Radio

Hollie Mann with Gainesville Physical Therapy and Bob Fletcher with Perfetta

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Mike Sammond, Hollie Mann, Bob Fletcher, Steven Julian

Hollie Mann/Gainesville Physical Therapy

Gainesville Physical Therapy is not your typical physical therapy clinic. At GPT, every patient receives personalized attention during each visit with a hands-on treatment program that has been carefully tailored to their specific needs and physical condition.

Recovery from injury or surgery can be a difficult and trying process. They believe that the supportive relationship they establish with patients, combined with their expertise in the treatment of physical ailments and pain relief, is responsible for the extraordinary outcomes that they routinely see. The GPT facility is fully equipped to provide a comprehensive spectrum of treatment modalities for all orthopedic conditions to improve mobility, strength, balance and pain relief.

Bob Fletcher/Perfetta

The mission of Perfetta is to change the lives of their agents, clients, and customers by providing businesses with the best people, process and solutions to help them build long-term growth and success. They achieve this through:

• Focusing on the customers’ future first

• Embracing entrepreneurial thinking

• Developing the talents of their people

• Maintaining integrity and responsibility in all of their actions

They are committed to creating long-term value for their customers, employees, and the communities they serve. The Perfetta model is based on leveraging the latest technology, training and people to provide an outstanding customer experience for those who matter most: your customers.

J.D. Crowe with Southeast Mortgage and Jim Clark with The APocket Company

October 9, 2014 by Garrett Ervin

Gwinnett Business Radio

J.D. Crowe with Southeast Mortgage and Jim Clark with The APocket Company

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Mike Sammond, J.D. Crowe, Jim Clark, Steven Julian

J.D. Crowe/Southeast Mortgage

Southeast Mortgage, Georgia’s largest non-bank lender, is a full-service Georgia mortgage lender offering FHA loans, VA loans and conventional loans. Southeast Mortgage can assist you with your next home loan, or refinance your current primary residence, second home, or investment property. Southeast Mortgage is also licensed in Alabama, Florida and South Carolina, which allows them to extend their mortgage lending services to out-of-state clients. They are one of the few Georgia mortgage lenders with processing, underwriting and document preparation all housed in Atlanta to serve you better.

Jim Clark/The APocket Company

The APocket Company is building an app for the business community which will enable its members to build deeper relationships with those most-valued contacts in their network.

April Rooks with Cornerstone Personal Development, Jim Miskell with Estate Planning of Georgia, Stan Shkilnyi with the Barrow Group, and Art & Denise Picus with Sports Image

October 2, 2014 by Garrett Ervin

Gwinnett Business Radio

April Rooks with Cornerstone Personal Development, Jim Miskell with Estate Planning of Georgia, Stan Shkilnyi with the Barrow Group, and Art & Denise Picus with Sports Image

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Mike Sammond, April Rooks, Jim Miskell, Denise Picus, Stan Shkilnyi, Art Picus, Steven Julian

April Rooks/Cornerstone Personal Development

Cornerstone Personal Development is a team of management professionals providing training and development for business in North Georgia through innovate seminars, events and on-site leadership development programs. Their objective is to assist organizations in developing healthy cultural habits, defining boundaries and expectations that provide structure, improve productivity and help with conflict resolution. By also working with teams and individuals they are able to provide character development to improve work ethics and build life skills. They believe if you wish to build a better company, invest in people.

Jim Miskell/Estate Planning Law Group of Georgia

The Estate Planning Law Group of Georgia provides peace of mind removing undue anxiety for their clients; whether it’s working with families to create an asset protection plan for elder years, or documenting decisions made in advance of a crisis for healthcare and financial wishes, they help families to legally prepare for what the future holds.

Stan Shkilnyi/Barrow Group

The Lion is more than a symbol to them. Its strength is at the heart of everything they do. The experience of the Barrow Group in the temp staffing and Film/TV production industries allows them to design an insurance program specifically for your company. Ares of expertise and coverage include workers compensation, general liability, and group health benefits. Why settle for the help of an “insurance agency” when you can have the Barrow Group’s staffing industry & film production industry experience work for you.

Art Picus & Denise Picus/Sports Image

Sports Image is an all-inclusive sports marketing and event management firm helping schools and grassroots organizations nationwide. Through sponsorship activation, they strive to help organizations get free equipment and funding for their programs. They help to “take the PAY out of PLAY.”

THE EVOLVING ROLE OF A CFO – Ed Cordell

October 1, 2014 by Garrett Ervin

On the Money

THE EVOLVING ROLE OF A CFO - Ed Cordell

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Ed Cordell discusses growth companies, business funding and the evolving role of CFO’s with Joe Moss, the president of Embassy National Bank.

Ed Cordell/CFO

Ed Cordell has been a financial leader for several growth-oriented companies in the Atlanta area over the past 20 years. In these capacities, he has developed successful financial strategies for rapid growth. This included mergers and divestitures, business planning, risk management and financial modeling in both private and publicly traded high-growth and high-tech companies.

The operations of small to mid-sized companies can always be more efficient through improved finance management, cost control, and employee compliance. Developing and inspiring high performing, multi-cultural teams, effectively partnering with business leaders and sponsoring change within the organization is key to the improvements. Ultimately, value creation and client satisfaction are key to the success of any business, large or small.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Clarissa Nelson with Islanomics, Charlotte Baker with CB Training Services, and Darryl Baker with Baker Global Enterprises

October 1, 2014 by Garrett Ervin

Silver Lining in the Cloud

Clarissa Nelson with Islanomics, Charlotte Baker with CB Training Services, and Darryl Baker with Baker Global Enterprises

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Clarissa Nelson, Charlotte Baker, Darryl Baker, Dominick Rainey — Clarissa Jennivee Nelson, Charlotte Baker, Darryl Baker, Dominick Rainey

Clarissa Nelson/Islanomics & EANI Consulting

Utizlizing the Fail-Safe Economic Development (FSED) strategy, Islanomics provides economic development services capable of creating activities that will generate practical comprehensive strategies for economic growth of island markets, resulting in major enhancements to positive job growth, local development, and foreign direct investments that will sustain an island economy.

EANI Consulting has provided economic development services in Europe, Africa, Canada and the United States. The success of FSED has been tested and proven over the years in island economies globally, including The Bahamas, rural communities and metropolitan areas within the United States.

Charlotte Baker/CB Training Services

CB Training Services provides effective quality training to individuals who need help coping with day-to-day challenges. Whether someone needs anger management help, anxiety reducing strategies or self esteem motivation, CB Training Services is dedicated to helping people succeed.

Darryl Baker/Baker Global Enterprises

Baker Global Enterprises shows families, individuals and small business owners how to change their life and leave legacies for generations to come. No matter what financial challenges you face – whether it’s debt, limited savings and investments, or lack of life insurance — they can be resolved successfully. By providing you with a better understanding of your financial situation and access to products and solutions that are appropriate for your specific goals, Baker Global Enterprises can help you achieve your dreams.

OPEN FOR BUSINESS: Bryan Ginn with GA-PCOM, Malinda Foster with Courtyard of Marriott-Mall of Georgia, and Randy Hicks with Merchant Data Systems

September 26, 2014 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Bryan Ginn with GA-PCOM, Malinda Foster with Courtyard of Marriott-Mall of Georgia, and Randy Hicks with Merchant Data Systems

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Bryan Ginn, Mike Sammond, Malinda Foster, Randy Hicks

Bryan Ginn/GA PCOM

GA Campus – PCOM was established in 2005 to help address the physician shortage in Georgia and the southeastern United States. With academic programs including the Doctorate in Osteopathic Medicine, Doctorate in Pharmacy, and a masters degree in BioMedical Sciences, their college focuses on the health sciences. The college anticipates an expanding academic program in the years to come to address other health sciences fields where there is a need for more practitioners.

Malinda Foster/Courtyard by Marriott – Mall of GA

The Courtyard by Marriott – Mall of Georgia is an award-winning hotel located in Buford, GA. Host hotel to the Gwinnett Braves, this Marriott hotel offers corporate and leisure travelers a place to call home while in the area. The hotel offers guests an exceptional facility, convenient location and outstanding customer service. The Courtyard by Marriott – Mall of GA is owned and operated by Hotel Equities which is a full service hotel development and management company located in Atlanta.

Randy Hicks/Merchant Data Systems

Merchant Data Systems was founded in 1997 on the principals of delivering outstanding service as well as a commitment to innovation and excellence with both their merchants and sales partners.

They are a full-service payment processing company offering a wide array of services to all business types including Credit Card Processing, Debit Card Processing, Automated Account Settlement, POS Equipment Sales & Leasing, 24/7 World Class Customer Service, Merchant Cash Advances, Proprietary Gift Card and Loyalty programs, as well as merchant-friendly PCI Compliance solutions.

They also offer industry-leading payroll, human resources, marketing and eMarketing programs and more to streamline their merchants’ operations and help them realize cost savings. Their consultative approach with business owners helps merchants get the products and services they need while helping to keep their costs low. This allows merchants to focus on their core business with confidence that their payment acceptance tools are working together with them to increase in-store sales.

Through the alliances Merchant Data Systems has forged, they are able to provide the most technologically advanced and secure payment processing solutions and products positioning Merchant Data Systems to be a one-stop shop for all your payment processing needs.

When Hospitalization Happens

September 26, 2014 by Garrett Ervin

Gwinnett Studio

When Hospitalization Happens

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Victoria Archable, Victoria Collier, Monica Gilbert

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Today’s Guests:

Monica Gilbert/GeorgiaCares

GeorgiaCares is a private-public partnership, administered by the Georgia Department of Human Services (DHS) Division of Aging Services (DAS). GeorgiaCares is a volunteer-based program that provides free, unbiased and factual information and assistance to Medicare beneficiaries and their caregivers. GeorgiaCares is the State Health Insurance Assistance Program (SHIP) and SMP (formerly Senior Medicare Patrol).

Local assistance is available for health insurance related issues including Medicare, Medicaid, financial assistance programs, health error, fraud and abuse and long term care insurance. The GeorgiaCares program is statewide. Services are provided through the twelve (12) Area Agencies on Aging (AAA). For information on your local AAA, call 1-866-552-4464 (option 4).

Victoria Archable/CarePatrol of Metro Atlanta

CarePatrol of Metro Atlanta is engaged in and committed to assisting families in finding safe and quality care for their loved ones. They provide options that include assisted living, independent living, and memory care, in home care or skilled nursing facilities. They match the client’s needs to the best available providers. They tour the client to those communities and serve as their advocate throughout the process. They review the care and violation history of all the communities in which they recommend and their services are free to the clients they work with. The fees are paid by their network of providers.

Senior Salute Moment: Today’s Senior Salute Moment recognizes Julius Rainwater, a U.S. Army veteran and author of the book Kiss Me Soldier Boy.

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

September 25, 2014 by Garrett Ervin

Gwinnett Business Radio

Christine Steck and Jerry Couch with Lanier Tent Rental, and Robin Martinelli with Martinelli Investigations

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Jerry Couch, Robin Martinelli, Chrsitine Steck, Steven Julian — Jerry Couch, Robin Martinelli, Christine Steck, Steven Julian

Christine Steck & Jerry Couch/Lanier Tent Rental

Lanier Tent Rental is conveniently located and now celebrating 25 years at 534 Mill Street in Gainesville. The name says Tent, but they do so much more. They always strive to provide the highest level of service with quality products at competitive prices in the Northeast Georgia and surrounding areas. They provide rental equipment for a variety of functions and events. They work with community centers, colleges, grand openings, corporate events, weddings and more. They offer free consultation and site surveys.

Lanier Tent Rental invites you to their showroom any time. While pictures are worth a thousand words, there is nothing like seeing the items in person. You can bring your caterer, florist, event planner, family, friends, whoever to join you, which may help you get ideas and personalize your event, and make your vision come to life. At Lanier Tent Rental “We make every event an event to remember”.

Robin Martinelli/Martinelli Investigations

Martinelli Investigations, Inc. (MII) is a female owned, family operated business. They offer many years of diverse experience in all types of civil and criminal cases.

Martinelli Investigations is determined and dedicated to assisting their valued clients with their unique situations. MII provides the highest level of professionalism to all of their clients which include attorneys, businesses and individuals. They can handle all cases, no matter the bleakest of situations. The firm has over 25 years of law enforcement and military background, combined. The MII team has a diverse blend of cultural backgrounds, including Spanish speaking Private detectives, both male and female.

MII has handled over an estimated 3,000 Private Investigation cases for Attorneys, Businesses and Individuals. MII excels in their sophistication of capturing vital and crucial evidence. All of their clients receive comprehensive investigation notebooks, as well as a video compilation of their case. These notebooks and videos assist the lawyer, family, individual, business, courts and/or corporations immensely.

MII also maintains a case management system where clients can log in, at their convenience, to review the current and ongoing work in their case. This is especially beneficial for out of town clients, including families, corporations, lawyers and their staff. Clients can enjoy the ease and accessibility of reviewing their reports, pictures and video at their own convenience.