estate planning Archives - Page 9 of 12

Estate Planning for Families with a Special Needs Child

January 23, 2019 by Mike

Gwinnett Studio

Estate Planning for Families with a Special Needs Child

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Robert Port, Bill Hall, Kim Martin, Adam Gaslowitz

Kim Martin/Nadler Biernath LLC

Kim Martin is an attorney at Nadler Biernath LLC. Her practice focuses on trusts and estates, divorce and guardianship issues, with a specialization in planning for families with a special needs family member. Kim has a Bachelor’s Degree in English Literature from the University of Virginia (1990). She earned her law degree from the University of North Carolina at Chapel Hill (1999). She was admitted to the practice of law in Georgia in 1999. As the mother of two beautiful children, one of whom has autism, Kim brings to her practice an appreciation for the unique challenges and joys of parenting a special needs child.

Before joining Nadler Biernath, Kim was an associate at Lefkoff, Duncan, Grimes, McSwain and Hass, P.C., and an associate in the Estate Planning and Administration group at the Atlanta office of Chamberlain, Hrdlicka, White, Williams and Martin (now Chamberlain, Hrdlicka, White, Williams and Aughtry). She has also worked in the State and Local Tax Division of KPMG, LLP.

Kim is a member of the State Bar of Georgia, the Atlanta Bar Association, the Academy of Special Needs Planners, the National Academy of Elder Law Attorneys (NAELA), including the Georgia Chapter of NAELA, and the Georgia Association for Women Lawyers. She currently serves on the Board of “Just” People, an organization dedicated to providing safe housing and day programs for disabled adults, and on the Editorial Board of The Mortmain, a publication of the Estate Planning and Probate Section of the Atlanta Bar Association. Kim served two terms as an elected member of the Policy Council for Easter Seals and was named Easter Seals Parent of the Year in 2009. Her publications include articles in Trusts and Estates Magazine and Family Lawyer Magazine. She is a frequent speaker on the subjects of special needs trusts, guardianship, and divorce settlement agreements for families that include a child with special needs.

Bill Hall/Fidelity Bank

Bill Hall is a Senior Trust Officer at Fidelity Bank with over 22 years of banking experience. He attended Southern Illinois University at Edwardsville and is a graduate of the Trust School at the Cannon Financial Institute. Bill has worked passionately in his career to earn and retain his clients’ trust by listening to and understanding his clients’ needs while never compromising his integrity. His proficiencies include retirement planning, investment management, developing asset protection strategies, addressing tax and estate planning issues, and implementing plans to reach clients’ goals. Bill is an active member of both the Atlanta Estate Planning Council and the Estate Planning Council of North Georgia. He also serves as a Board of Director for the Frazer Center and Fallen Sparrow. Bill is a member of North Point Community Church where he enjoys volunteering as a Trip Leader for the international division. He resides in Alpharetta with his wife Lori, their son Cole and daughter Emma.

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.

CLICK HERE to watch the video of this show.

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!

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The Difference Between Estate Planning, Elder Care, and Asset Protection Planning

January 15, 2019 by Mike

Gwinnett Studio

The Difference Between Estate Planning, Elder Care, and Asset Protection 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.

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.

BEST OF HEALTH Marie Burns with Paper Lifesavers and Focus Point Planning

December 27, 2018 by Karen

Best Of Health

BEST OF HEALTH Marie Burns with Paper Lifesavers and Focus Point Planning

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BEST OF HEALTH Marie Burns with Paper Lifesavers and Focus Point Planning

Paper Lifesavers, providing checklist books that just may “save your life” financially before and after major life events.

Marie Burns, a Certified Financial Planner (CFP) with insurance and securities licenses, has been advocating for clients as a financial advisor for close to 20 years. She is a member of the Financial Planning Association nationally and locally, 100+ Women Who Care, Ahwatukee Foothills Friends and Neighbors, and Mountain Park Church. Originally from Wisconsin, she has helped clients with their financial lives in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes and speaks and has her own practice with an independent Registered Investment Advisory firm. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Connect with Marie on LinkedIn and follow Paper Lifesavers Facebook.

WHY BEST OF HEALTH?

I am a Physician Assistant who has been caring for patients for over 20 years and Family Practice (cradle to grave) is my specialty.

Following the footsteps of three generations of family practice physicians (my father, grandfather and great grandfather) this was a natural and genetic calling that I do not regret.

Given this, I have a unique perspective and it’s time to share that perspective through Ask the PA. As a health care provider, teacher, business owner, patient, and advocate for my family and friends throughout the years, it has been painfully apparent there are disconnects within the current state of health care in the US and throughout the world. It can be confusing and frankly very scary.

It is my goal though this series, Best of Health, to bring people together that are passionate about their roles in the business of health care… and yes, whether or not you want to hear that it’s a business, it is — and that’s the fact. I will introduce to you great, dedicated practitioners and people with a passion for getting the word out about their personal journeys and causes. I will provide information about navigating through a confusing system, asking the right questions and share ways for saving money and time along the way.

It’s time to create change by partnering, empowering, and focusing on the patient, their families and their providers of care. It’s time for you to take the driver’s seat rather than leave your health care solely in the hands of entities such as insurance companies and the pharmaceutical industry.

Stay tuned. Here’s to your Best of Health.

~ Barb

ABOUT BARB

Barb is a Physician Assistant (PA) and a primary care provider with a passion for education and advocacy. Prior to becoming a Physician Assistant (PA), Barb was an accomplished musician and teacher. In 1992, Barb made the conscious decision to leave teaching and her musical career in pursuit of a career in medicine. She graduated from AT Still University’s first PA class in 1997 with a Masters of Science in Physician Assistant Studies.

Barb has spent several years working in clinics and family practices. Currently, Barb works for Premise Health at Insight Enterprises in Tempe, AZ as a solo practitioner providing primary care to employees and families on campus. She was also a partner in Renaissance Medical Group and Renaissance Medical Properties in Chandler and Maricopa, AZ and had a dual role of Chief Operations Officer and practicing PA for 14 years.

Along with being a PA, Barb is the author of the book Surviving the “Business” of Healthcare, Knowledge is Power! She is a certified Medical Professional Legal Consultant and Patient Advocate, speaker and influencer for change in healthcare for the patient, provider and family members. Barb is also certified by the National Commission of Certification of Physician Assistants and is an active member of the American Academy of Physician Assistants.

In her spare time, she loves to travel, maintaining an active lifestyle that includes running, biking, swimming. She loves to spend time outdoors with her family and friends, whether it’s walking on the beach or hiking in the desert.

For more information about Ask the PA and to connect with Barb:

Askthepa.com

Facebook: Ask the PA

LinkedIn: Barb Regis, M.S.,PA-C

Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

October 18, 2018 by Karen

Author-Financial-Planner-Marie-Burns-Paper-Lifesavers-Focus-Point-Planning

Phoenix Business Radio

Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

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Author and Financial Planner Marie Burns with Paper Lifesavers and Focus Point Planning

Paper Lifesavers, providing checklist books that just may “save your life” financially before and after major life events.

Originally from Wisconsin, she has helped clients with their financial lives in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes and speaks and has her own practice with an independent Registered Investment Advisory firm. She enjoys cooking, reading, walking, hiking, Zumba and especially creating memories with family and friends.

Connect with Marie on LinkedIn, and follow Paper Lifesavers on Facebook.

BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

October 12, 2018 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

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BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

WealthPoint’s Partners are nationally-recognized experts in family business, ownership and management succession planning, exit strategy planning, complex estate planning, key employee retention, business succession and sophisticated life insurance planning. They can also address the perils of procrastination as opposed to proactive planning.

Key Client Demographics:

Age 50+
Affluent family groups net worth $20M or more
Executive $500K or more in annual income
Closely held business $30M+ in annual revenue
Has children or key employees to succeed them
May have some planning or advisors in place

As a partner at WealthPoint, Tim Young provides his clients consultation on family business, wealth transfer, management succession planning, and owner exit strategies. Tim joined WealthPoint at the end of 2010 through the merger of Liquidity Partners, a firm he co-founded in 2006.

Tim has 20 years of experience building a family owned 2nd generation product and equipment distribution company into a $65 million company that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of his business to a fortune 500 company.

Working primarily with business owners and their families who have a large percentage of their net worth in the value of their businesses, Tim’s work at WealthPoint focuses on ultimate life goals and how to plan for wealth transfers in the most tax-efficient and profitable manner. This comprehensive approach integrates the business owner’s personal and business balance sheet allowing them to focus on their business while we concentrate on building and implementing a plan for achieving their goals.

Tim moved to Arizona in 1977 to attend Arizona State University and has called Phoenix home ever since. Married with two children, Tim spends his free time with his family and friends. He is an avid baseball fan, musician and loves to contribute time helping others.

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

Long Term Care Insurance: What Is It and Do I Need It?

March 28, 2018 by Mike

Gwinnett Studio

Long Term Care Insurance: What Is It and Do I Need It?

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Robert Port, Jason Lina, Harlan Graiser, Mille Baumbusch

Harlan Graiser/SignatureFD

Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client’s risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD’s relationship managers in order to coordinate his work with the client’s core financial planning objectives. His insurance focus is mainly in the areas of life, disability, long-term care and fixed annuities. He has been a licensed insurance agent and broker for over 16 years and holds the CFP (Certified Financial Planner) as well as CLTC (Certified Long Term Care) designations. Harlan earned his undergraduate degree in engineering from Rensselaer Polytechnic Institute and an MBA from Xavier University in Ohio.

Before his career switch to insurance and financial services in 2002, Harlan worked as a management consultant for firms such as KPMG, Ernst & Young and Dove Consulting.

Jason Lina/Resource Planning Group

Jason Lina is a Partner, Lead Advisor, and Chief Investment Officer at Resource Planning Group where he advises clients in financial planning matters covering investments, taxes, estate planning, retirement planning, personal finance, education planning, and insurance. He is a CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) with over 18 years of professional experience in the financial services industry.

Jason earned his MBA from the Tuck School of Business at Dartmouth College and received his undergraduate degree (BA, History) from Davidson College where he was captain of the golf team and a first-team Academic All-American.

Prior to joining Resource Planning Group, Jason was a Senior Advisor and Director of Research at DCA Global Wealth Management. He has experience as a fixed income credit analyst at Jefferson Pilot Financial and as an equity analyst for Sun Trust Bank and AIM Funds. He is a member of the Financial Planning Association, Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), and the Atlanta Society of Finance and Investment Professionals.

Jason and his wife, Jennifer, live in Alpharetta, GA with their three children – a daughter and two sons.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

Retirement Planning for Overworked Business Owners

February 28, 2018 by Mike

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

Georgia’s New Power of Attorney Law: What Does It Mean For You?

November 21, 2017 by Mike

Gwinnett Studio

Georgia's New Power of Attorney Law: What Does It Mean For You?

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Millie Baumbusch, Blake Melton, Sarah Watchko, Craig Frankel

Sarah Watchko/Hill & Watchko

Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of very few Georgia Certified Elder Law Attorneys (“CELA”) by the National Elder Law Foundation, the only national certifying program for elder law and special needs attorneys.

Sarah graduated magna cum laude from East Carolina University in 2005, and obtained a full merit scholarship to Wake Forest University School of Law, graduating from Wake Forest in 2008. She developed a passion for working with elderly and special needs clients during her time at Wake Forest School of Law’s Elder Law Clinic during the summer of 2007. Upon graduation, this led her to Atlanta Legal Aid’s Georgia Senior Legal Hotline, where she volunteered and eventually worked as a staff attorney. She entered private practice in 2009, and joined her current firm in 2013.

Sarah is a member of the State Bar of Georgia, the Atlanta Bar Association, and the North Fulton Bar Association. She is accredited by the VA and is a member of the National Academy of Elder Law Attorneys, the Georgia Association of Women Lawyers, the Fiduciary Section of the Georgia Bar, the Atlanta Bar’s Estate Planning and Probate Section, and the Atlanta Bar’s Elder Law Section, serving as chair of the Elder Law Section during its 2012-2013 term.

Blake Melton/Synovus Family Asset Management

Blake is a Senior Wealth Strategist at Synovus Family Asset Management, a multi-family office housed within Synovus Financial Corp., N.A. Prior to joining FAM in 2007, Blake was in private practice with Page, Scrantom, Sprouse, Tucker, and Ford. Blake earned his BA in Economics from the University of Colorado at Boulder, his law degree from the University of Georgia School of Law (cum laude), and his LL.M. in tax from the University of Alabama School of Law (summa cum laude). He is also a Certified Financial Planner (CFP®). Blake is a member of the Georgia and Alabama Bars. He is highly involved in the Fiduciary Section of the Georgia Bar, is currently in the leadership of the Section, and is a frequent speaker at professional education programs. He is also a member of the Columbus and Atlanta Estate Planning Councils.

About Gaslowitz Frankel:

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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

Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages

October 25, 2017 by Mike

Gwinnett Studio

Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages

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Craig Frankel, Jillian Wagenheim, Mary Galardi, Adam Gaslowitz

Mary Galardi/Galardi Law

Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one of the top 50 women lawyers in the state, most recently this year. Mary received her Juris Doctor from the University of San Diego School of Law and her undergraduate degree from Texas Tech University, graduating cum laude.

Mary is active in the Fiduciary Law Section of the State Bar, currently serving as Chair for 2017-18. She is active in the Atlanta Bar Association where she has served as Chair of the Estate Planning Section.

Jillian Wagenheim/Sertus Consulting

Jillian Wagenheim is the Founder and Principal Consultant at Sertus Consulting, LLC. With over a decade of experience in the non-profit sector, she has found her passion facilitating and acting as a change agent, helping nonprofits, individuals and multigenerational families explore next generation engagement in their philanthropy and family enterprises.

Jillian is a highly respected speaker, both nationally and internationally, on the topics of next generation engagement, innovation, values identification and generational personalities and perspectives.

Before opening her own consulting firm, Jillian was Director of Family Philanthropy at the Jewish Federation of Greater Atlanta assisting multigenerational families with engaging the next generation. Prior to that, she held the position of Senior Philanthropic Advisor focusing on Next Gen Major Donors. Jillian has also served as the Director of Membership Services at Ahavath Achim Synagogue, the largest and oldest Conservative synagogue in Atlanta. While there, she implemented programs focused on engaging the next generation in synagogue life which earned the synagogue national recognition with a Gold Solomon Schechter Award. Jillian taught fifth grade for three years in an Atlanta elementary school after earning a BA in Elementary Education at Michigan State University.

Jillian is a certified speaker and consultant for 21/64, a nonprofit specializing in mutigenerational engagement in philanthropy and family enterprise. She is a member of, and holds a Certificate in Family Wealth Advising (CFWA) and a Certificate in Family Business Advising (CFBA) from, the Family Firm Institute.

Jillian can be reached at jillian@sertusconsults.com or 404.272.7555

ABOUT GASLOWITZ FRANKEL, LLC:

To watch the video of this show, CLICK HERE.

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

Remember to tune in 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