Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Northeast
      • Pennsylvania
        • Butler PA Business Radio
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Sandy Springs
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • ROI Calculator
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Business Opportunity

The “Aging” Stage of Estate Planning

July 22, 2015 by Mike

The “Aging” Stage of Estate PlanningMike
  • Social:
  • Link:
  • Embed:
https://stats.businessradiox.com/21393.mp3
Download Audio
Robert Port, Dr. Mary Gresham, John Montag, Kel Long, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq.

John Montag/Montag Wealth Management

John Montag joined Montag Wealth Management in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.

As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.

John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.

LinkedIn: https://www.linkedin.com/company/a.-montag-&-associates

Dr. Mary Gresham/Atlanta Financial Psychology

Dr. Mary Gresham with Atlanta Financial Psychology is a psychologist who has been in practice in Atlanta for 25 years. She has both a traditional clinical practice and a consulting practice in financial psychology. She earned her degrees in psychology from Tulane, Emory and Georgia State Universities. Dr.Gresham has been interested in the psychology of money for many years and has given numerous workshops and presentations across the country on related topics both to mental health professionals and financial professionals. She is particularly interested in the topic of women and money. She is often interviewed by the media, including the WSJ, the NY Times, Money magazine and O magazine.

She is active in and belongs to the Georgia Psychological Association, the American Psychological Association, the Financial Therapy Association, the Financial Planning Association and the Purposeful Planning Institute.

Facebook: http://www.facebook.com/atlantafinancialpsychology

LinkedIn: http://www.linkedin.com/in/doctorgresham

Twitter: http://www.twitter.com/docgresh

Kel Long, III/Hendrick, Rascoe, Zitron & Long, LLP

Kel Long, III, Esq is a partner at Hendrick, Rascoe, Zitron & Long, LLP, an estate planning law firm in Atlanta Georgia.  Kel has been practicing law for over 25 years and specializes in the following practice areas:

  • Estate Planning
  • Wills, Trusts and Probate
  • Estate Tax Reduction
  • Estate Freeze Techniques
  • Tax Planning
  • Business Succession and Reorganization
  • Partnerships/LLCs
  • Corporate Law
  • Buy-Sell Arrangements
  • Charitable Planning
  • Tax Controversies
  • Settlement/Special Needs Trusts

Facebook: https://www.facebook.com/hrzlfirm

LinkedIn: https://www.linkedin.com/company/hendrick-rascoe-zitron-&-long-llc

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show! (Click on the arrow below “Listen Live” in top right-hand corner of screen)

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

 

Filed Under: Gwinnett Studio, Wealth Matters Tagged with: craig frankel, Dr. Mary Gresham, estate attorneys, Estate Dispute, estate dispute attorneys, estate dispute lawyers, Gaslowitz Frankel, Robert Port, Wealth Matters, WEALTH MATTERS RADIO

GBRXGraphic

Follow Us On Social Media!

  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube

All Shows Available On . . .


AppleiTunesPNG Spotify iHeartRadio YouTubePNG Stitcher Spreaker CastboxPNG https://podcasts.google.com/?q=gwinnett%20business%20radio DeezerPNG PodchaserPNG Podcast Addict

What People are Saying

"Hosting a radio show and podcast on Business RadioX® has allowed us to meet with and create warm relationships with more top executives and decision-makers faster than we could on our own. It's been good for business!"

N. Toptas CDI Managed Services

"Our weekly show offers useful information and helpful hints to small business owners, which is the market we serve. I've received positive feedback from our clients while also opening doors to prospective new clients."

"Thanks to our weekly radio show we have been exposed to businesses from all over the country, and even in other parts of the world. We now have clients in South America and the Philippines as well as across the U.S.. This would not have been possible without Business RadioX®."

Sterling Rose Consulting Corp.

“Our partnership with Business RadioX has given Subaru of Gwinnett great awareness within the business community and we are excited about our continued partnership.”

Steve Kendrick Executive General Manager, Subaru of Gwinnett

“If you have a concept for a show or a message you want to convey, you can count on Business RadioX® to be your creative and steadfast partner, with unparalleled professionalism and attention to detail.”

Dan Miller Wealth Horizon

<< Prev
Next >>

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2023 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio