estate planning Archives - Page 6 of 12

Do I Need a Trust?

June 26, 2020 by Garrett Ervin

Gwinnett Studio

Do I Need a Trust?

00:00 /

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:

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

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

00:00 /

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 Garrett Ervin

Gwinnett Business Radio

COMMUNITY SPOTLIGHT: Bexley & DeLoach

00:00 /

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 Garrett Ervin

Gwinnett Studio

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

00:00 /

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.

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

Everything You Wanted to Know about Probate

March 25, 2020 by Garrett Ervin

Gwinnett Studio

Everything You Wanted to Know about Probate

00:00 /

Tim Curtin/Curtin Law Firm, P.C.

Tim Curtin is the founding partner of Curtin Law Firm, P.C., a boutique estate planning and probate administration law firm in Atlanta, GA.

Tim currently serves as Chair of the Atlanta Bar Association’s Estate Planning and Probate Section. He is a graduate of The Wake Forest University School of Law and had practiced law in Atlanta for over 25 years. Tim is a frequent lecturer on estate planning and probate topics in the community and has presented to other members of the Bar at continuing legal education seminars.

In addition to his private law practice, Tim serves as a court appointed attorney and guardian ad litem in the Fulton and DeKalb County Probate Courts, where he assists those who are unable to advocate for themselves.

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

How Can We Stop the Financial Abuse of Our Seniors?

February 26, 2020 by Garrett Ervin

Gwinnett Studio

How Can We Stop the Financial Abuse of Our Seniors?

00:00 /

Craig Frankel, Kristen Lewis, Robert Port

Kristen Lewis/The Bowden Law Firm

Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons
challenged by disabilities. She currently practices with The Bowden Law Firm, LLC in Atlanta, GA, a boutique estate planning firm which she co-founded in 2020. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and an active member of the Special Needs Alliance. Since 2013, she has been recognized by Best Lawyers in America® in Trusts and Estates.

Ms. Lewis recently authored an article on “Planning Challenges for Beneficiaries With Special Needs,” published in Estate Planning, Volume 46, Number 3, March 2019. She has co-authored an article entitled, “Top 15 Tips for Estate Planners When Planning for Special Needs,” published in Probate & Property, Volume 24, Number 2, March/April 2010. She has also authored an article entitled, “The Crime of the 21st Century: Financial Abuse of Elders,” which was published in Probate & Property, Volume 28, Number 4, July/August 2014.

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

What Charitable Advisors Need to Know in 2020

January 22, 2020 by Garrett Ervin

Gwinnett Studio

What Charitable Advisors Need to Know in 2020

00:00 /

Robert Port, Kathryn Hecker, Michael Van Cise, Craig Frankel

Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory LLP on this month’s episode of “Wealth Matters”.

Michael Van Cise & Kathryn Hecker/Arnall Golden Gregory LLP

Michael Van Cise and Kathryn Hecker are partners at Arnall Golden Gregory in Atlanta, where they focus their practice on wealth transfer planning for ultra high net worth clients, business succession planning, international estate planning, and charitable planning. Both are members of the Society of Trust and Estate Practitioners and are included in the Chambers High Net Worth guide. Kathryn and Michael also work on a broad array of issues pertaining to the needs of tax-exempt entities.

Michael, a graduate of Mercer University and the University of Georgia School of Law,
is a fellow of the American College of Trust and Estate Counsel. He is listed in Best Lawyers in America for trusts and estates law. Michael recently participated in the Philanthropic Advisor Leadership Institute, a collaboration between the Jewish Federation of Greater Atlanta, the Community Foundation for Greater Atlanta, and United Way. Michael is a past-president of the alumni council of Darlington School. Michael currently serves on the Code Revision Committee of the Fiduciary Section of the State Bar of Georgia.

Kathryn graduated from Yale University and Emory Law School. A member of the firm’s Tax Exempt and Charitable Organizations Practice and the Executive Committee of the Nonprofit Law Section of the State Bar of Georgia, she is actively involved in several civic and nonprofit organizations, including among others, the Children’s Healthcare of Atlanta Foundation, the Georgia Planned Giving Council, and the Atlanta Legal Aid Society.

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

Recapping the Most Popular Episodes from 2019

December 18, 2019 by Garrett Ervin

Gwinnett Studio

Recapping the Most Popular Episodes from 2019

00:00 /

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.

On this special year-end episode, host Victoria Collier takes a look back at some of the more popular episodes and subjects discussed from the past year.

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.

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

October 23, 2019 by Garrett Ervin

Gwinnett Studio

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

00:00 /

Craig Frankel, Adam Gaslowitz, Robert Port

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”.

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