estate planning Archives - Page 5 of 12

Personal Property and Estates: Planning, Appraising and Auctioning

October 28, 2020 by Mike

Gwinnett Studio

Personal Property and Estates: Planning, Appraising and Auctioning

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Allen Venet/SunTrust Bank (now Truist)

Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million – with each including unique personal property. A graduate of Southern Illinois University and the University of Illinois College of Law, he practiced estate planning law and then served as an advisor at the leading trust department in his native Chicago before joining SunTrust, Atlanta in 1995. He is a regular speaker at legal and trust continuing education programs in Georgia, Florida, Tennessee and other states. He and his wife live in DeKalb County where they raised their two sons.

Alyssa Quinlan/Hindman Auctions

Alyssa Quinlan is the Chief Business Development Officer at Hindman Auctions, based in their Chicago headquarters. Hindman is recognized internationally as a leading fine art auction house with 12 offices across the country. With an unyielding focus on client service, Hindman operates more salesrooms in the United States than any other firm and conducts over 100 auctions annually in categories such as fine art, modern design, jewelry and timepieces, fine books and manuscripts, couture and luxury accessories, fine furniture, decorative arts and more. Hindman is home to a team of over 150 experienced professionals and specialists dedicated to providing comprehensive auction services.

Quinlan returned to Hindman following nearly two decades of experience in wealth management, and the art and auction industry with nationally renowned firms including JP Morgan’s Private Bank and Citi Smith Barney Asset Management, Leslie Hindman Auctioneers and Gurr Johns. She oversees business development efforts nationally, in tandem with the firm’s ongoing expansion in locations, services and expertise.

Alyssa enjoys staying involved with local and national organizations where she has served as a charity auctioneer for charitable organizations including Special Olympics, University of Chicago Cancer Research Foundation, Misericordia, and Children’s Home & Aid to name a few. She has been a member of the Ravinia Associates board since 2008 and a member of the Ravinia Woman’s Board since 2017. She was named one of Michigan Avenue Magazine’s “Women of Influence” and was featured in the “Phenomenal Women Project” benefitting Dress for Success. Alyssa received her BA from DePauw University where she studied English Literature and Economics.

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

RichLife Retirement Show with Beau Henderson and Bill Maine #010

October 4, 2020 by Rose

North Georgia Business Radio

RichLife Retirement Show with Beau Henderson and Bill Maine #010

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Join Beau Henderson, CEO of RichLife Advisors and Bill Maine from WDUN for a conversation about:

how where you live in retirement is changing in 2020

will some of the tax benefits of estate planning be going away after the election?

proposed 401k plan changes that could penalize high earners

and more

About Beau Henderson:

Beau Henderson is a retirement planning specialist located in Gainesville, GA, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose.

Through his innovative RichLife Retirement Success Strategy™, Beau and his team at RichLife Advisors help families across the United States approaching retirement to properly address the six components a successful retirement:

Maximizing income (including Social Security)
Optimizing assets for long-term growth
Paying less in taxes
Planning for healthcare
Protecting the people and things that they care about the most and
Addressing non-financial considerations to ultimately living their unique definition of a RichLife in retirement

Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business RadioX. He was recognized as Junior Achievement’s Business Partnership of the Year in 2016 for his efforts and commitment to increasing financial literacy in the community.

Website:

RichLifeAdvisors.com

Contact Beau:

EMAIL
Info@RichLifeAdvisors.com

PHONE
(770) 249-7424

Connect with Beau:

Facebook — https://Facebook.com/RichLifeAdvisors
Twitter — https://Twitter.com/RichLifeAdvisor
LinkedIn.com — https://www.linkedin.com/in/beauhenderson/

Preparing Women for Prosperity

September 25, 2020 by Mike

Gwinnett Studio

Preparing Women for Prosperity

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Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C

Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to practice in Georgia in 1999.

Stacy began her legal career at Long, Aldridge & Norman, LLP in the commercial real estate group. She then went on to become General Counsel for Homes by Williamscraft, Inc., the homebuilding company started by her father, Wilmont Williams. When Stacy’s father unexpectedly died in 2015, Stacy experienced firsthand the complexities of the estate administration process for family businesses. Stacy then decided to join Lefkoff, Duncan, Grimes McSwain and Hass, P.C. so that she could utilize her practical and legal experience to help individuals and families navigate the estate planning and estate administration process.

She is passionate about educating and empowering women to take the driver’s seat in planning for their futures.

Tiffany Kent/Wealth Engagement LLC

Tiffany Kent is a Certified Financial Planner and founder of Wealth Engagement LLC, a registered investment advisor firm. After 20 years of working as a portfolio manager and financial advisor on Wall Street, she started Wealth Engagement to provide clear, conflict-free, and personalized financial/investment advice at a low cost. Kent is a graduate of U.C. Berkeley and Harvard Business School.

Tiffany lives in Atlanta, GA with her husband and three kids. When she is not investing and advising clients, Tiffany can usually be found running on West Paces Ferry Road.

CLICK HERE to watch the video of this show.

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

Financial Planning in Today’s Unpredictable World

August 26, 2020 by Mike

Gwinnett Studio

Financial Planning in Today's Unpredictable World

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Joseph Sillitto/Page, Scranton, Sprouse, Tucker & Ford, P.C.

Joseph Sillitto’s practice Page, Scranton, Sprouse, Tucker & Ford, P.C. focuses primarily on probate and administration of estates; fiduciary representation; guardianships and powers of attorney; prenuptial agreements; asset transfer; tax implications and planning. Mr. Sillitto is a member of the State Bar of Georgia, and is an officer in the Section on Fiduciary Law. He is also the Vice President of the Columbus Bar Association.

After graduating from Vanderbilt University, Mr. Sillitto attended Georgia State University, where he obtained his Juris Doctor, cum laude.

Christopher Shoukry/Alex. Brown, a division of Raymond James

Christopher Shoukry of Alex. Brown, a division of Raymond James, is a Financial Advisor for individuals, families, and institutions, providing tailored and comprehensive wealth management solutions. Christopher joined Alex. Brown in 2016 after spending 6 years as a Private Wealth Advisor with Goldman Sachs. Prior to Goldman Sachs, he worked for GenSpring Family Offices, the multi-family office wealth management group of SunTrust Bank.

“I enjoy being a connector of people and ideas, and relish moments when clients eventually view me as their ‘go-to’ person,” says Shoukry. “Serving as a sounding board for clients regarding personal wealth is always rewarding, but serving as a sounding board for clients not regarding personal wealth is even more rewarding. It serves as validation that they not only place trust in my professional advice towards their finances, but also towards other aspects of their lives.”

Christopher received his MBA from the University of Georgia, a Bachelor of Science degree in electrical engineering from the Georgia Institute of Technology, and holds both the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations.

CLICK HERE to watch the video of this show.

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

Money Messages: Unpacking Our Emotional Relationship with Money

July 22, 2020 by Mike

Gwinnett Studio

Money Messages: Unpacking Our Emotional Relationship with Money

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David Geller/Wealth Enhancement Group

David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is the creator of the Behavioral Wealth Management™ model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual’s talents, wisdom, network, and relationships. David has been featured in a number of prominent outlets including The New York Times, The Wall Street Journal, and The Huffington Post. He enjoys sharing his wealth management philosophy through professional engagements and workshops.

David Bokman/Morgan Stanley Wealth Management

Morgan Stanley Wealth Management‘s Family Office Resources provides ultra high net worth clients a virtual family office experience with world-class, comprehensive services including family governance and wealth education, philanthropy, estate planning, customized asset allocation and portfolio construction, and lifestyle advisory. David Bokman’s diverse background has convinced him that ultra high net worth families benefit by approaching their wealth management needs from the broadest possible perspective. Prior to joining Morgan Stanley, he spent 13 years at GenSpring Family Offices, where he served as president of the Atlanta office, head of the Wealth Advisory Center and, most recently, chief advisory officer responsible for the overall delivery of the firm’s family office services. David also has previous experience with ultra high net worth clients as a vice president with Goldman Sachs’ Private Client Group; as a partner with King & Spalding focused on trusts and estates law; and as a senior tax manager with Arthur Andersen. David graduated summa cum laude from Yale College in 1984 and received his J.D. from Yale Law School in 1988.

CLICK HERE to watch the video of this show.

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

Do I Need a Trust?

June 26, 2020 by Mike

Gwinnett Studio

Do I Need a Trust?

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Richard Barnes/Barnes Law LLC

Richard Barnes is the founder of BarnesLaw, LLC, which services clients throughout Georgia and Florida. An attorney with over 30 years’ experience with professionals, executives and family owned businesses, Richard is an author and popular speaker on business and estate planning and fiduciary litigation. Richard is a Fellow of the American College of Trust and Estate Counsel and a Past Chair of the Fiduciary Law Section of the State Bar of Georgia, where he continues to serve on its Trust Code Revision Committee. Richard is the founder of a new blog on issues regarding estate and life planning found at www.leavewell.com.

Caroline Bradshaw, Cumberland Trust

Caroline Bradshaw, the Senior Vice President & Managing Director, Trust Administration, joined Cumberland Trust as a trust officer in 2007. Caroline is responsible for relationship management and account administration, with a focus on high net worth families and their needs. As a managing director of the personal trust administration department, she mentors trust officers and their teams, building connections with administrators, external advisors, and clients.

Her previous experience includes working in the investment banking division of JP Morgan in the firm’s New York, Hong Kong, and Sydney, Australia offices and then in the managerial roles of Vice President and Senior Client Manager for JP Morgan’s Private Client Group in New York. Here she provided comprehensive investment management and trust services, while representing individuals and families in Texas and Louisiana.

CLICK HERE to watch the video of this show.

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

Attorney Nathaniel Nickele and Peter Liefer with PrimeView E3

June 26, 2020 by Karen

Phoenix Business Radio

Attorney Nathaniel Nickele and Peter Liefer with PrimeView E3

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Attorney Nathaniel Nickele and Peter Liefer with PrimeView E3

While there are many Arizona firms that practice in the areas of estate planning, debt settlement, probate and real estate; not many are like the office managed by Nathaniel “Nat” Nickele. Most legal issues arise from non-legal causes.

The legal team uses multiple disciplines and a wide variety of tools to address both the legal problem and the “problem under the problem.” This methodology draws successful, elegant and simple outcomes from complicated, unusual and difficult situations.

Nathaniel Nickele has been a practicing attorney in Arizona for over a decade. His philosophy is “Underneath every legal problem is a human problem. If you solve the human problem, the legal problem becomes much easier.”

This approach has let him glide through his career without much drama or fanfare. By simply talking to clients and opposing parties, Nat usually fixes the problem without filing a single legal document. Nat is a good lawyer because he almost never has to be a lawyer. Clients, attorneys politicians and businesses around the country consult with Nat for creative solutions to big problems.

Nat lives in Glendale with his wife and three young kids. He jokes that people must think he is rich because they are way better looking than he is. Most people like him. Some people hate him. Very few people forget him. If he wrote an autobiography it would be called “More Curious than Afraid.” His teenage nieces and nephews find him to be a huge embarrassment.

PrimeView is a Phoenix and Scottsdale search engine optimization company providing comprehensive services including web design, digital marketing, and SEO in Arizona and across the USA.

One of the top 10 web design agencies in Phoenix, PrimeView have awards for significant contributions to the field of web design. The company create distinctive, professional websites for businesses of varying scales from startups to established Fortune 500 companies.

PrimeView’s team combines creative, strategic, and analytical expertise to develop user-friendly, result driven websites that help their clients establish and maintain a thriving online presence. Their professional Arizona web design and digital marketing services have led to the success of many businesses. They continue to work with many of those businesses providing 24/7 support and website maintenance.

President and CEO Peter Liefer II founded PrimeView in 1996. Originally based in Hawaii, in 2002, Peter moved PrimeView to its present location in Arizona to better serve USA mainland-based clients.

With over two decades helping clients succeed in the ever-changing and increasingly competitive landscape of the internet, Mr. Liefer’s extensive experience and leadership have positioned PrimeView as one of the top Phoenix web design agencies.

Invited to numerous speaking engagements in the Digital Marketing industry, he is known for his new and innovative ways of creating successful websites and marketing campaigns.

Follow PrimeView on LinkedIn, Facebook, Twitter and Instagram.

About From Zero 2 Revenue

FROM ZERO 2 REVENUE is an avenue for successful entrepreneurs around the world to tell their stories on how they transformed their vision into reality. We’ll learn about their products and services; and, the passion and character behind the leadership of the organization. The show is designed to inspire and encourage struggling and future entrepreneurs to pursue their entrepreneurial dreams.

At the end of each episode, our listeners can expect plenty of takeaways! As the late Stephen Covey said, “All things are created twice – first in the mind, then in reality”.

About Our Host

Chris Yap is a seasoned BPO executive with over 17 years experience in the industry. Chris came to the US in 2005 to actively promote the Philippines, a preferred outsourcing destination of the world. In doing so, Chris was able to help generate over 40,000 jobs in the Philippines for companies like Dell, Covergys and West Teleservices, which are now consolidated with other large BPO companies in the world.

Chris has been happily married to Eizel for over 16 years and is blessed with 3 wonderful boys. In addition to his passion for business, Chris is also very passionate about helping to solve the child poverty problem. He is doing this by partnering with Food For The Poor where his company sponsors the feeding of children ages 5 and below on a monthly basis.

Connect with Chris on LinkedIn.

About Our Sponsor

Gabtech Global is a business process outsourcing company based in Glendale, Arizona with a fulfillment center in Bohol, Philippines. Gabtech Global specializes in providing affordable outsourced customer support, after hours and overflow call center services, link building and Virtual Assistant Services. They work with companies making $100,000 a year in revenue to companies making $100,000 a day in revenue.

COMMUNITY SPOTLIGHT: Bexley & DeLoach

April 23, 2020 by Mike

Gwinnett Business Radio

COMMUNITY SPOTLIGHT: Bexley & DeLoach

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During this unique time in our history, this special Community Spotlight series on Business RadioX will highlight local businesses that are open for business, how they have pivoted during the viral pandemic, and share the good work they are doing to serve the community.

The Community Spotlight series offers brief 10-minute interviews with business leaders and business owners that are making things happen. In the second interview of the series, we hear from Robert Bexley and Jennifer DeLoach, Partners in the law firm of Bexley & DeLoach, to see how the firm has responded to the Covid-19 pandemic and how they are helping small businesses during the crisis.

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

April 22, 2020 by Mike

Gwinnett Studio

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

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Jeff Bernier/TandemGrowth Financial Advisors

The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) firm where he had the freedom to provide holistic, objective advice. Three decades later, Jeff couldn’t be prouder of his team’s success and the firm’s continued dedication to fee-only financial planning, its recognition as a National Association of Personal Financial Advisors (NAPFA) advisory firm, and its commitment to serving as a fiduciary for their clients.

Taylor Stanfill/Verisail Partners

Taylor started his career in commercial real estate. Though he enjoyed his work, he desired a job where he could use his strengths to impact people’s lives in a positive way. This led to a career into the financial planning and investment management industry. After working for a large company for a few years, he joined Verisail Partners as the third partner. He enjoys walking alongside his clients to help them understand where they are and how to get where they want to be, while helping them feel confident and at peace about their finances along the way.

Andy Avera/Avera Wealth Advisors

Andy Avera with Avera Wealth Advisors has been providing comprehensive wealth management for high-net-worth individuals and families for nearly 20 years. He has worked with clients from many professional and personal backgrounds, having net worths ranging from $1 million to over $100 million. Andy believes the most rewarding part of what he does is helping his clients gain peace of mind, knowing that they are on track to fulfill their financial goals.