estate planning Archives - Page 7 of 12

Episode 62: The One Thing You Need to Know About Estate Planning – Deshonda Charles

September 9, 2019 by Mike

Business Infrastructure

Episode 62: The One Thing You Need to Know About Estate Planning – Deshonda Charles

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Estate planning is NOT just for wealthy people. In fact, Estate Planning Attorney Deshonda Charles says, “An estate plan is your strategic plan to preserve and protect your business and assets over your lifetime.” It’s never too late to get one in place and it ensures you don’t leave a burden behind after you die or become unable to operate your business. In this episode, Deshonda not only dispels common myths about estate plans, but she defines the specific people, processes, and tools to help you get an estate plan documented and backed in a court of law. With her down-to-earth approach, she removes the stigma and fear of estate planning, making it accessible to business owners and families alike.

Special Guest: Deshonda Charles, Esq., President & CEO – The Tackett Firm, PLLC

Location: Houston, TX USA

Show Notes:

Wear Clean Underwear! A Fast, Fun, Friendly, and Essential Guide to Legal Planning for Busy Parents: a book by Alexis Martin Neely.
Selling a Small Business and Succession Planning for Small Businesses: a free 17-page pdf provided courtesy of the Small Business Administration (SBA).
Estate Planning You Should Be Doing and When You Should Be Doing It: an article posted on Forbes.com by Abby Schneiderman.
4 Estate Planning Myths that Refuse to Die: an article posted on Forbes.com by Ron Carson.

Robert Bexley with The Law Firm of Bexley & DeLoach and Bobbie Menneg with Beyond the Ribbon

September 5, 2019 by Mike

Gwinnett Business Radio

Robert Bexley with The Law Firm of Bexley & DeLoach and Bobbie Menneg with Beyond the Ribbon

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Robert Bexley/The Law Firm of Bexley & DeLoach

The Law Firm of Bexley & DeLoach is a boutique firm that provides affordable legal consultation and representation to individuals and families, small business owners, entrepreneurs, and nonprofit organizations. Bexley & DeLoach specializes in merging the professional and personal needs of small business owners (business formation, contract drafting and review, trademark registration) to family matters (divorces, estate planning, probate). By providing wraparound services for small business owners, Bexley & DeLoach bridges the gap in services that other business law, estate planning, and family law firms traditionally offer.

Bobbie Menneg/Beyond the Ribbon

Beyond the Ribbon‘s mission is to advocate for support and resources beyond the diagnosis of cancer, to educate, inspire hope, cultivate awareness and empower individuals throughout their journey and beyond.

Your Business Is My Business

August 28, 2019 by Mike

Gwinnett Studio

Your Business Is My Business

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This episode “Your Business is My Business” focuses on transferring business ownership. Over the next 10 years, 4.5 million businesses will transfer hands – over $10 trillion in wealth!

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.

Sophisticated Uses of Credit

August 28, 2019 by Mike

Gwinnett Studio

Sophisticated Uses of Credit

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Robert Port, Allan Hamer, Itai Tsur, Adam Gaslowitz

Allan Hamer/Bank of America

Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to support an overall wealth management strategy. Allan has over 30 years of financial services experience beginning his career with Comerica Bank in Detroit, MI. Prior to joining the Private Bank in 2007, Allan spent many years at Bank of America in different financial management positions. In addition, Allan received his Bachelor of Fine Arts with a major in Finance from Wayne State University and a Masters of Finance from Walsh College, both located in Detroit.

Itai Tsur/Bank of America

Itai Tsur is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, GA. Itai works with high-net worth individuals and families to understand their stories, values, needs and financial goals. Leading a group of dedicated professionals specializing in different disciplines including banking, credit, investment management, and trusts and estates, Itai helps his clients take advantage of all the services that Bank of America Private Bank has to offer. Itai and his team work strictly as fiduciaries, where placing their clients’ needs at the forefront and acting in their best interests are the guiding principles of their work.

Itai joined Bank of America Private Bank in 2018. Prior to that he was Vice President of the Atlanta Jewish Foundation at Jewish Federation of Greater Atlanta (JFGA) where he managed community and shareholder relationships and steered the transformation of JFGA’s legacy Planned Giving and Endowment Department into Atlanta Jewish Foundation, ushering in significant growth.

Previosuly, Itai practiced law for several years. He is a graduate of the University of Texas at Austin (BA), Emory University School of Law (JD), and Georgia State Robinson School of Business (MBA), and he also earned the Chartered Advisor in Philanthropy® (CAP®) designation

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

Making the Right Move

August 14, 2019 by Mike

Gwinnett Studio

Making the Right Move

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Michael Leguay, Alice Leguay, 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. This episode will focus on business planning and succession planning for Seniors.

Special guests Alice Leguay and her son Michael join Victoria on this episode to discuss long term care options such as assisted living and nursing homes, why they chose them, and their experiences when “Making the Right Move”.

About The Estate & Asset Protection Law Firm, of Victoria Collier

Family Business Radio, Episode 1: Jennifer DeLoach, Bexley & DeLoach, and Saloni Desai, By Design LED

August 13, 2019 by John Ray

Family Business Radio

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 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.

Solani Desai, By Design LED

Solani Desai is Co-Founder and Vice President of By Design LED.

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 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.

Special Needs Planning

July 24, 2019 by Mike

Gwinnett Studio

Special Needs Planning

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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 will focus on a special type of estate planning, commonly referred to as special needs planning.