Welcome to Iron Insights, Leading with Purpose. The podcast were faith and leadership forge together. We sit down with Christian business & community leaders to explore how they build strong organizations, high performing teams and create a culture rooted in Kingdom values. Join us for honest conversations and actionable insights as we strengthen our calling and lead with purpose.
Understanding Estate Planning, with Amina Bakari-Green, ABG Legal
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Understanding Estate Planning, with Amina Bakari-Green, ABG Legal (North Fulton Business Radio, Episode 800)
In this episode of North Fulton Business Radio, host John Ray welcomes Amina Bakari-Green, founder of ABG Legal. Amina discusses the importance of estate planning and probate services, addressing common misconceptions about wills, trusts, and powers of attorney. She shares her legal journey, starting as a prosecutor and now specializing in estate planning. Focusing on personal service and streamlined processes, Amina highlights the critical need for advance planning to avoid complications in probate court. She also provides practical advice for individuals of all ages and stages of life to ensure their assets and loved ones are protected. The conversation emphasizes the simplicity and necessity of effective estate planning, urging listeners to act before it’s too late.
Amina Bakari-Green grew up in Richmond, VA. She received her B.A. in Political Science from Hampton University in Hampton, VA, in 2010. She moved to Georgia and earned her J.D. from the University of Georgia in 2013.
Amina began her legal career as a prosecutor, serving in the Gwinnett Solicitor’s Office from 2013 to 2019. She then served in the Gwinnett District Attorney’s Office from 2019 to 2021.
She went on to do civil practice for a few years, and finally found a home in estate planning and probate law. Through this work, she has seen firsthand the benefits of proper estate planning and the difficulty navigating the tedious probate process without it.
In 2020, Amina and her husband welcomed their first child. Since then, she has tailored her work to advocacy for generational wealth building and teaching financial literacy and asset protection throughout her community.
00:00 Introduction and Sponsor Message 01:25 Guest Introduction: Amina Bakari-Green 01:35 Amina’s Legal Journey 03:00 Estate Planning and Probate Services 05:00 Importance of Wills and Trusts 13:27 Power of Attorney Explained 18:08 Addressing Late Estate Planning 22:39 Client Success Stories 23:42 Conclusion and Contact Information 24:39 Closing Remarks and Additional Information
Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Casa Nuova is a proud family-owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.
Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal, vegetarian and gluten-free options, plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!
Celebrating more than 25 years, Casa Nuova has become a true staple in the Alpharetta area, serving more than three generations of families, including friends old and new, visiting near and far from all over the metro Atlanta area and beyond.
About North Fulton Business Radio and host John Ray
With over 790 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!
The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors
John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.
John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.
Oren Ross, Oren Ross & Associates (North Fulton Business Radio, Episode 362)
Estate planning attorney Oren Ross joined the show with some eye-opening stories on the significant fractures and stresses families can endure without proper estate planning. In a conversation with host John Ray, Oren discussed his personal motivations for focusing on estate planning law, various kinds of trusts and how to use them, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.
Oren Ross & Associates
Oren Ross & Associates specializes in Estate Planning – creating Trusts, Wills, and associated documents. They build customized, comprehensive estate plans for every client, taking into consideration all aspects of their clients’ lives – family dynamics, taxes, business ownership, nursing home expenses, legacies, and final wishes.
After working for a national estate planning law firm for several years, Mr. Ross decided to open his own law firm to better serve his clients. We are committed to providing our clients with the best legal representation available for competitive fees. While many attorneys pass much of their work off to their staff, we work directly with our clients to achieve their goals. Our mission is to provide our clients with the best value in legal services through a combination of a hands-on approach, low overhead, and a hard-working, dedicated staff.
Oren Ross is originally from Tifton, GA. He graduated from Valdosta State University with a degree in Political Science, then moved to Atlanta to attend Georgia State University, where he earned an MBA in addition to his law degree. After working for a national estate planning law firm for several years, he decided to open his own law firm in 2020 to assist people across the North Atlanta Metro with their estate planning needs. He now lives in Johns Creek with his wife Rachel, their son Bo, and their 2 dogs and 3 cats. In his spare time, Oren enjoys lifting weights and spending time with his family.
Probate – What it is, How Long it Takes, How Much it Costs
Living Trusts – Not just for the wealthy
Inheritance Trusts – protecting the assets you leave to your children
Special Needs Trusts – how to leave an Inheritance to special needs children without them losing their government benefits.
Nursing Home Expenses – using trusts to avoid the Medicaid spenddown
North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.
This episode explains and discusses “Lifetime Mentorship” and how it relates to Estate Planning and Elder Care.
About The Estate & Asset Protection Law Firm of Victoria Collier
The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.
Family Business Radio, Episode 1: Jennifer DeLoach, Bexley & DeLoach, and Saloni Desai, By Design LED
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Jennifer DeLoach, Anthony Chen, and Saloni Desai
Family Business Radio, Episode 1: Jennifer DeLoach, Bexley & DeLoach, and Saloni Desai, By Design LED
In the debut episode of “Family Business Radio,” host Anthony Chen welcomes attorney Jennifer DeLoach, Bexley & DeLoach, and Saloni Desai, co-founder of By Design LED.
Jennifer DeLoach, Bexley & DeLoach
Jennifer DeLoach
Jennifer DeLoach is a founding partner at Bexley & DeLoach. A graduate of the University of Georgia School of Law, Jennifer has five years of litigation experience in Los Angeles, and has been practicing in Georgia since 2017. Jennifer’s specialties include family law, estate planning & probate, and general litigation. She has successfully led her clients through bench and jury trials, alternative dispute resolution, and full settlement negotiations. She is deeply committed to providing outstanding services to all of her clients, and is a member of Georgia Women Lawyers and the Stonewall Bar Association. She recently taught the Applications of Law Pathway at Central Gwinnett High School, and is very happy to once again live in her hometown of Lawrenceville.
Jennifer and her partner, Robert Bexley, are Managing Partners of Bexley & DeLoach. Their firm is a boutique firm specializing in providing affordable legal consultation and representation to individuals and families, small business owners, entrepreneurs, and nonprofit organizations.
For more information or to contact Jennifer, go to her firm’s website or call 770-689-6006.
By Design LED’s commercial lights are manufactured using the latest technology and innovation. As an Atlanta-based company with global connections, they are personally involved during the entire process, from consultation and manufacturing to supplying and installing. Their company’s mission is to offer customers a faster ROI with low upfront pricing, proven quality materials, tested and verified specifications, nearly zero maintenance costs, low installation costs, and eligibility to qualify for location-based rebate programs.
By Design LED has all the required certifications and licenses for every product. Their lights undergo rigorous testing, the results of which are available to the public on the DLC website under their company name. Many LED lights are developed with technology that would require minimal time for installation by merely replacing the existing fixture through retrofit kits, without requiring any extra rewiring. Furthermore, their products are certified to receive any available government rebates in each state for retrofitting or installing new LED fixtures.
By Design LED guarantees 50,000 hours operating at 80% performance or better for their LED products. In addition to their commitment for energy efficient products in the LED market, they are also passionate about making an environmental difference. By Design LED is the solution you need to “give your future the green light.”
Anthony Chen, Host of “Family Business Radio”
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.
Anthony Chen, Host of “Family Business Radio”
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.
Daniel Wolbe/Liberty Home Equity Solutions
Since 2004, Liberty Home Equity Solutions has stayed true to their mission of helping clients build financial independence and security through home equity solutions. Over the years, they have grown from a small start-up to one of the largest Home Equity Conversion Mortgage lenders in the nation. They have helped over 50,000 seniors obtain access to the equity in their homes to help them live more comfortable and financially secure lives.
A Home Equity Conversion Mortgage (HECM) loan – also known as a reverse mortgage – can be an important financial option for seniors, their family members, and financial professionals to consider as part of an overall retirement planning strategy or to help meet cash flow needs.
A HECM loan is insured by the Federal Housing Administration (FHA) and allows senior homeowners 62 and over to access part of the equity in their home to help them live more comfortably during retirement. With a HECM loan, there are no monthly mortgage payments; no upfront lender fees; and fixed and variable rate options.
Borrowers must live in the home as their primary residence and continue to pay for property taxes, insurance and home maintenance based on program guidelines as established by the Federal Housing Administration (FHA). Failure to meet these requirements can trigger a loan default that may result in foreclosure.
Victoria Collier/The Estate & Asset Protection Law Firm
The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.
The Difference Between Estate Planning, Elder Care, and Asset Protection Planning
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Mike Sammond and Victoria Collier
Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.
The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills.
The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.
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