estate planning Archives - Page 3 of 12

PHELAN & MYERS 2 FOR 20: Estate Planning

November 23, 2021 by Garrett Ervin

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Estate Planning

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No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Eric Wilborn/Stewart Melvin & Frost

Eric joined the probate and estate planning section of Stewart Melvin & Frost in 2016. He previously practiced law with Hollberg & Weaver, LLP in Buckhead, a litigation law firm specializing in personal injury, federal court litigation, business and complex litigation, divorce defense, and estate planning. Previously, Eric practiced in Gwinnett County primarily in the areas of probate, guardianship and conservatorship issues.

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

October 27, 2021 by Garrett Ervin

Gwinnett Studio

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

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Natalie Smailes/Director of Governance, Center for Family Legacy at Truist

Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education to new Truist Wealth clients. Natalie introduces clients to the Center for Family Legacy’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. Natalie will work alongside GenSpring’s wealth advisors as they help clients identify wealth objectives and develop appropriate methods for governing their shared assets.

In addition to this role, Natalie is the lead coordinator of the Truist Wealth Reserve offering. Natalie works across the firm to educate partners about the delivery of family meetings and the education programs, working with the Center for Legacy governance and education teams to manage and implement the effort.

Michael Covington/Trust Advisor at Truist

As a Trust Advisor, Michael Covington helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.

Michael attended Campbell University where he earned a M.B.A. He currently maintains the Certified Trust Financial Advisor (CTFA) designation. After completing the trust certification at Campbell University, Michael spent several years assisting clients with special needs trust planning. He is a board member for the Estate Planning Council of North Georgia and a member of the Atlanta Estate Planning Council. He has been in banking for more than 27 years.

CLICK HERE to watch the Zoom video of this episode.

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 watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Chris Smith, CB Smith & Associates

October 22, 2021 by John Ray

North Fulton Business Radio

Chris Smith, CB Smith & Associates

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Chris Smith, CB Smith & Associates (North Fulton Business Radio, Episode 401)

Chris Smith joined host John Ray to discuss his career journey, why he started CB Smith & Associates, and how his people-first, team-oriented approach has led to both superior results for clients and an ability to attract and retain top-notch professionals to the firm. Chris also addressed why it’s vital that business owners have a CPA who can help them with year-round issues beyond the tax return, including business process automation and succession planning. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

With 30 years of financial experience, Chris Smith is passionate about his work. Since founding CB Smith & Associates in 2003, he has led the accounting firm’s growth from one to three office locations in Georgia. It now has nearly 35 employees, including a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll, and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, and is active in local community groups such as the Rotary Club and numerous CPA groups.

Questions and Topics Discussed in this Episode

Tell us about what you do for businesses at CB Smith & Associates
Accounting is more than just doing taxes, what types of special business packages do you offer businesses?
Succession Planning is an important part of business. How do you advise on this?
Your team loves to help with Business Process Automation. Explain what this is and why important.
Pending tax law changes

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.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Spotlight on Conservatorships and Guardianships

September 22, 2021 by Garrett Ervin

Gwinnett Studio

Spotlight on Conservatorships and Guardianships

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Michael K. Johnson/Metta Johnson & Associates

Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael has honed his skills in helping families understand complex medical issues, confusing government benefits, and the emotional challenges of caring for a loved one with various medical needs. He serves as a professional guardian and is a nationally certified guardian.

Diane Weinberg/Weinberg Elder Law, LLC

Diane Weinberg is the Founder of Weinberg Elder Law, LLC. Diane focuses her practice on helping families resolve disputes that often impact seniors and individuals with disabilities. Specifically, her practice encompasses guardianships and conservatorships (both contested and uncontested) of adults, conservatorships of minors, fiduciary litigation, and protecting vulnerable populations from abuse and exploitation.

A member of the State Bar of Georgia and a Veterans Administration Accredited Attorney, Diane is also a member of the Atlanta Bar Association, the Academy of Special Needs Planners, and the National Academy of Elder Law Attorneys (NAELA). She serves as the State Ambassador for the Georgia Chapter of NAELA.

Diane is a Martindale-Hubbell AV Preeminent-rated attorney and has an AVVO rating of 10/10. In 2020, she was recognized as a Georgia Super Lawyer. Additionally, Diane is a frequent local and national speaker on a variety of aspects of guardianships, special needs trusts, and Medicaid planning and has testified before the Georgia General Assembly.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Author and Attorney Zarinah Nadir and Dr. Aneesah Nadir

September 7, 2021 by Karen

Phoenix Business Radio

Author and Attorney Zarinah Nadir and Dr. Aneesah Nadir

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Author and Attorney Zarinah Nadir and Dr. Aneesah Nadir

The Legally Savvy book and the Legally Savvy Movement were established by Attorney Zarinah Nadir to disrupt everyday perceptions of lawyers and help the rest of us feel more confident, empowered, and less stressed while navigating the legalities of love, life, and business.

Zarinah Nadir is an award-winning American lawyer, educator, social justice advocate, entrepreneur and visionary. Also known as the “legal translator,” she has a rare ability to make the law plain and accessible for everyday people. Over this last decade she has been laser-focused on bringing about access to justice to historically disenfranchised individuals, artists, families, communities, emerging entrepreneurs, and seasoned business owners in the United States and Canada to know their rights in areas from civil rights, juvenile law, family law, criminal justice, immigration, and corporate law.

Zarinah founded the Legally Savvy Movement to disrupt everyday perceptions of lawyers and help people feel more confident, empowered and less stressed while navigating the legalities of love, life, and business. Additionally, she works alongside progressive socially-conscious go-getters to build the largest human rights organizations on the planet bringing affordable access to attorneys to the masses – an essential key to social justice.

Raised in Phoenix to celebrate multiculturalism by woke parents from New York, language is one of her favorite tools for cultural understanding. She graduated with a Bachelor’s degree in Spanish from Arizona State University and after the tragic events of September 11th, was inspired to learn law as her next language. Graduating with a Juris Doctor from the Sandra Day O’Connor College of Law at ASU, shortly following her graduation she was appointed as its first African American Muslim woman Director of Admissions. Zarinah is currently adjunct faculty at the University of Dubuque teaching courses in criminal justice and sociology.

She is a highly sought-after speaker and guest on national podcasts. Having contributed to the community since her teens, Zarinah is an Arizona fixture being featured in multiple city of Tempe History Museum exhibits, most recently Tempe’s 150 Sesquicentennial Celebration. On a personal note, Zarinah loves being born in Queens but raised in Arizona, loves learning languages, and Zumba!

Connect with Zarinah on LinkedIn and Instagram.

Dr. Aneesah Nadir & Associates‘ motto is “Building bridges to a just home, community and society”. It’s mission is to build bridges by providing education and advocacy for mental health, wellness and peace of mind among individuals, families and communities.

The Before the Nikah Institute is a division of Dr Aneesah Nadir & Associates which provides relationship education and skills for singles, newlyweds, and divorced people.

Dr. Aneesah Nadir is the CEO and President of Dr. Aneesah Nadir and Associates, LLC. She is a social worker, family life educator and relationship life coach. With over 42 years experience as a social worker and a prevention specialist, she is passionate about teaching her Before the Nikah Marriage Preparation Course students how to prevent marriage and relationship problems and to live a loving, compassionate, fulfilling and peaceful life.

Dr. Aneesah has a Doctor of Philosophy of Social Work Degree from Arizona State University, where she taught for 17 years. Thousands of junior college and university level students of diverse backgrounds have studied the profession of social work and have been mentored by her.

Dr. Nadir combines her love of teaching, social work, and her concern for the state of marriages, families, and communities. Her Before the Nikah Marriage Preparation Course enables her to teach about a subject she loves while making a difference. Her new book titled, Before the Nikah: Proven Principles to Help Single Muslims Choose Wisely and Build Strong Marriages provides an opportunity to expand her reach and help her readers benefit from the lessons she has learned and shared with students over the past 20 years.

As a Co-Founder and the President of the nonprofit Islamic Social Services Association, Inc., Dr Nadir initiated and coordinated the community based Healthy Marriage Initiative and National Muslim Marriage Week which has led to the growing Healthy Muslim Marriage Movement in the U.S.A and Canada.

For her years of community service and pioneering work in the field of social work and Muslim Mental Health, Dr. Aneesah received numerous awards. In May 2021 Dr. Nadir was recognized as the 2021 Businesswoman of the Year by the Tempe, Arizona Chamber of Commerce for her work in the field of business and entrepreneurship!

On a personal note, Dr. Nadir and her husband Karim have been married for 40 years. Together they have four adult children, an amazing daughter in law and three grandchildren. Dr. Aneesah loves spending time with her family. She also enjoys mentoring young people, as well as up and coming professionals.

Connect with Dr. Nadir on LinkedIn, Facebook or by email.

Investing for the Long Term: What You Need to Know

August 26, 2021 by Garrett Ervin

Gwinnett Studio

Investing for the Long Term: What You Need to Know

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David Bibicoff/Strategies For Wealth

For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment Confidence Builder, Wealth Protect, and Future Lifestyle Realization.

In an industry predominantly focused on wealth accumulation, David’s end in mind approach takes the focus beyond that to one of wealth utilization.

Fred Kettler/Kettler Financial

Founded by Fred Kettler in 1992, Kettler Financial is a well respected, full-service independent insurance and financial services firm serving South Florida businesses and the community. Fred Kettler is a trusted professional specializing in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. Fred has over 30-years of industry experience providing insurance based retirement planning, income protection, as well as employee benefits to businesses. A native New Yorker, Fred’s first five years in financial services, as both Advisor and Sales Manager, began in 1987 with Prudential Financial in Santa Monica, CA.

Expanding his practice upon moving to South Florida in 1992, Fred formed Kettler Financial, a full service financial advisory agency and leading provider of both personal financial security planning for individuals, as well as employee benefits for companies. Motivated to best organize the financial lives of his clients, Fred has incorporated a wide-angle, holistic in nature, financial guidance “philosophy of care” that works. Most people use traditional financial methods, theories, and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets fully at risk, they consider your complete financial picture and assure your financial security first.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

July 29, 2021 by Garrett Ervin

Gwinnett Studio

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

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Chip Kelleher/Wilmington Trust

Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations.

Chip joins Wilmington Trust with deep industry experience working with business owners and sophisticated multigenerational families. Most recently, as a wealth advisor for Bessemer Trust, he employed the resources of the firm to help multi-generational clients achieve their objectives. Chip initially joined Bessemer’s Boston office where he worked with clients throughout the Northeast before moving to their Atlanta office and assuming greater responsibilities throughout the Southeast. Prior to
joining Bessemer, Chip began his career in wealth management as a financial advisor at UBS in Boston. Before entering financial services, Chip was the fourth generation of management in his family’s construction management company.

Garrett Alton/Wilmington Trust

Garrett Alton is responsible for managing Wilmington Trust’s Atlanta, GA and Southeast region, including all administrative and business development functions for personal trust, investment management, and private banking. In this role, he oversees the development and coordination of Wealth Management services for prominent individuals, families, and middle market institutional investment accounts. Garrett and his team work closely with clients and their advisors to develop financial strategies that help clients meet their current needs and plan for their long-term objectives.

Garrett has 28 years of experience in the wealth management industry, working with ultra high-net-worth individuals and families, endowments, foundations and family offices. Prior to joining Wilmington Trust in 2020, Garrett was managing director and regional head of client strategy for BNY Mellon Wealth Management, serving as their regional business development leader for the Central region.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

July 16, 2021 by John Ray

Family Business Radio

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

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Chris Miller of North Fulton Wills and Andrew Walker with Brady, Ware & Company (Family Business Radio, Episode 22)

Both Chris Miller of North Fulton Wills in law and Andrew Walker in accounting with Brady, Ware & Company developed a passion for their respective disciplines starting in high school. They shared how they enjoy using their expertise to serve individuals, families, and businesses with host Anthony Chen. Chris Miller discussed probate and what happens when a business owner passes away, either with or without proper planning. Andrew expounded on the current state of the construction industry, prices, the impact of the pandemic on business, and much more. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Chris Miller, Owner, The Law Offices of J. Christopher Miller

**J Christopher Miller, Owner at Law Offices of J. Christopher Miller, PC (North Fulton Wills)**

The Law Offices of J. Christopher Miller, known in the community as North Fulton Wills, is a team of three attorneys and a highly skilled office manager. Its mission is to provide capable legal representation in a welcoming atmosphere.

Whether guiding clients in starting their business, helping form special needs trusts, or helping surviving spouses and family members through the grief of losing a loved one, they are there for their clients every step of the way.

North Fulton Wills helps guide clients throughout their decision-making process and walk them step by step through often difficult decisions. The ultimate goal is to make sure that all clients understand how their documents will carry out their wishes.

J. Christopher Miller focuses his time in the areas of trusts and estates, taxation, and business law. His experience with all angles of estate administration informs his common-sense style of practicing law and helps him to form estate plans that suit each client’s situation. Chris has helped to broker reasonable settlements in a number of intra-family disputes and has successfully guided clients through estate tax filings and audits.

Chris enjoys his work in the special needs community, regularly discussing the use of Special Needs Trusts at the seasonal conferences of the Down Syndrome Association of Atlanta. He also serves on the faculty of several CLE seminars regarding Georgia’s probate code and its Limited Liability Company (LLC) Act. He uses his experience in counseling small businesses as a basis for workshops on drafting strong, flexible Operating Agreements for use in a variety of family business and commercial situations. In 2014, he wrote a chapter titled “Asset Protection Planning” for a guidebook written for physicians and healthcare professionals.

Chris resides in Johns Creek with his wife, Sharon, and a 7-year-old daughter.

Chris has been recognized as one of Georgia Trend’s Legal Elite in the field of Taxes, Estates, and Trusts both in 2009 and in 2014.

Chris was also voted best attorney in the North Fulton Family Life 2014 “Best of life” contest.

Company website | LinkedIn

Andrew Walker, CPA, MBA, Brady Ware & Company

Brady Ware & Company has guided clients through complex financial and tax issues since the early 50s. They combine unparalleled tax, audit, and advisory expertise with industry-specific knowledge. And they work with you collaboratively and efficiently to create the custom financial solutions that fit your needs. Brady Ware’s solutions keep you compliant, minimize your tax burden, improve operations, and free up the capital your business needs to grow.

Andrew joined Brady Ware in 2012 and has over 10 years of experience in public accounting and private industry.

Andrew specializes in audit, review, and advisory services for small to medium sized construction companies, contractors and EPC’s looking to grow and increase profitability.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

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 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.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

July 15, 2021 by angishields

North Fulton Studio

Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

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Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

Neeli Shah: [00:00:00] What I find when I work with business owners is lack of clarity. So, what I encourage whenever I work with business owners at the onset is for them to know their gaps. And there’s three gaps that I specifically focus on. So, there is the wealth gap. There’s the value gap. And then, there’s the profit gap.

Neeli Shah: [00:00:21] The wealth gap is, you know, kind of it’s your number. What’s your number? What do you want? What’s your net worth going to be when you retire? And where are you right now? That difference is the wealth gap. The value gap specifically deals with the business. So, the business itself, do you know what the value of your business is currently? And what I find is, oftentimes, business owners don’t exactly know the true value of their business. They maybe have an idea of what it’s worth, but may not know the exact value. And where you want that value to be to get to your wealth gap. So, it kind of all relates back to it and that’s your value gap.

Neeli Shah: [00:01:02] And then, the same thing with profitability and profit gap. You know, where does your profitability need to be for you to get to that value, to ultimately then get to your wealth gap? So, they kind of all relate and they’re connected to each other. But those three numbers gives you clarity and sense of direction in where you are and where you need to be from a business perspective as well as a personal financial perspective.

Neeli Shah: [00:01:28] And then, the third leg of that stool is the the final act. I always focus on this as well, you know, like what do you envision doing after this transfer? You know, if you’re thinking about exiting, what does that next step look like? So, I think I start with clarity. And then, you know, the other very important piece is a team. Do you have a team? You know, typically you need a financial adviser, a CPA, a business attorney as a planning attorney, and a business consultant kind of all on the same bus, driving in the same direction. And that’s not usually the case. That’s kind of the second goal.

Neeli Shah, The Law Offices of Neeli Shah

The Law Offices of Neeli Shah is a boutique will, trusts, and estates law practice that provides comprehensive legal advice to individuals, small businesses, and nonprofits.

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life.

They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Listen to the complete ProfitSense interview here.

The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.