family financial management Archives

Transitioning the Family Business

June 28, 2017 by Mike

Gwinnett Studio

Transitioning the Family Business

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Brian Corbett, Gina Miller, Adam Gaslowitz, Craig Frankel

Gina Miller/Bennett Thrasher LLP

Gina Miller with Bennett Thrasher has twenty years of experience consulting on the valuation of equity interests in closely held and publicly traded companies. They offer valuations for a variety of purposes including estate and gift tax reporting requirements, financial reporting, acquisitions, buy-sell agreements, and employee stock ownership plans.

Brian Corbett/CCG Advisors

Brian Corbett is the founder and Managing Partner of CCG Advisors. He has over 15 years of experience advising the owners of successful privately held businesses as to the value and marketability of their businesses and the alternatives they have in terms of liquidity, exit strategies and accessing growth capital.

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.

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What To Do When It’s Time For Mom and Dad To Move Out Of The House

April 26, 2017 by Mike

Gwinnett Studio

What To Do When It's Time For Mom and Dad To Move Out Of The House

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Robert Port, Page Hall, Melissa Benton, Craig Frankel

Hosts Craig Frankel and Robert Port talk with Melissa Benton with Atlanta Senior Advocates and Page Hall with Everything But The House about “What to Do When it’s Time for Mom and Dad to Move out of the House.”

Melissa Benton/Atlanta Senior Advocates

Melissa’s personal experience in the senior living industry began in 2005. She was the only family member in town, so she began caring for her grandparents in Dunwoody. Senior living options in Atlanta at that time were very limited, especially for a couple who wanted to remain living together. Their needs varied greatly as one spouse was independent and the other was struggling with Alzheimer’s disease. Over the course of 6 years, Melissa experienced first-hand the nuances, both pit falls and successes, of in-home care, independent living, memory care, assisted living, skilled care and finally hospice.

Melissa started her career working in Georgia politics in various capacities as the Chief of Staff to the current Lieutenant Governor, a Lobbyist for the Boys and Girls Club of Georgia, and a Campaign Manager for state and local races. She later moved into the legal realm as the Director of Business Development for a subsidy of the corporate and commercial real estate practices at Greenberg Traurig.
In 2012, a conversation with a friend regarding their family’s struggle with their parents not being able to live at home any longer brought to her attention that many families could benefit from what she learned when going through the same process. While she was passionate about teaching students for five years in Washington, DC, it felt like her calling to help others in crises with aging parents and serving as a voice for the senior population. She returned to Atlanta to work as a Family Advocate and became Co-Founder and President of Atlanta Senior Advocates. She dedicates her work to grandparents, Winnie and Bud, because having the honor to care for them has allowed her to help so many others.

Melissa is an Atlanta native and attends Mt. Paran Church. You can find her seeking the sun in the spring and summer and rooting for her Georgia Bulldogs in the fall.

Page Hall/Everything But The House

Page Hall leads the Atlanta sales and business development team for Everything But The House, the premier national online estate sale auction marketplace specializing in personal property liquidation. Prior to launching Everything But The House’s Atlanta operation in March of 2015, she built a diverse background in sales, retail merchandising, and home decor product design and development. Most recently, Page was a Merchandise Buyer for Atlanta’s own Ballard Designs, for whom she traveled the world seeking design inspiration and working with manufacturers. Before joining Ballard, Page worked in advertising sales for Home & Garden Television and in PR and Marketing for BD Jeffries. These experiences honed her project management skills and gave her a highly trained eye for design. This led to her opening a home decor and lifestyle brick and mortar retail store, which she successfully operated for five years. Her multi-faceted range of experiences have two common threads: a drive for unparalleled customer service and a passion for discovering unique items that make a home special. These skills and experiences give Page a genuine desire to help clients navigate life’s transitions and personal property liquidation and to bring untold treasures to the marketplace where they can find new homes to be loved for years to come.

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

Financial Management and Life Care Options for Seniors

June 22, 2016 by Mike

Gwinnett Studio

Financial Management and Life Care Options for Seniors

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Robert Port, Miles Hurley, Chris Foster, Barbara Scurry, Adam Gaslowitz

Adam Gaslowitz and Robert Port discuss Financial Management and Life Care Options for Seniors on this episode of “Wealth Matters“. Guests include Miles Hurley, Partner at Hurley Elder Care Law; Barbara Scurry, Owner at Senior Partners; and Chris Foster, Executive Director at A Hand to Hold.

Miles Hurley/Hurley Elder Care Law

Miles Patrick Hurley is an Elder Law attorney in private practice in Atlanta, serving the legal needs of the elderly population on issues related to aging; including retaining independence,quality of life and financial security. Mr. Hurley is one of ten attorneys in the state of Georgia to receive the Elder Law Attorney Certification (CELA), and one of approximately 400 nationwide.

Miles is committed to making the process of planning for the future – our own and that of those we love – as pain-free as possible. His firm holds the philosophy that dedicated client service and individualized plans can actually make this difficult process empowering and even rewarding.

Providing comprehensive legal solutions for elders by helping families find, get and pay for good long-term care
Life Care Planning
Veterans Benefits Eligibility
Medicaid and nursing home planning
Guardianship/Conservatorship
Asset Protection
Special Needs planning
Wills, Trusts and Powers of Attorney
Probate and Estate Administration

Miles has undergraduate degrees from Emory University and University of Tennessee and a law degree from Georgia State University College of Law.

Barbara Scurry/Senior Partners

Barbara Scurry grew up in Minneapolis, MN but has lived in the Atlanta area since late 2000. She graduated cum lade with a Bachelor’s of Business Administration from Middle Tennessee State University and had a corporate career in marketing in the manufacturing, financial services, and geriatric healthcare industries.

While doing sales and business development in nursing homes and marketing for a Continuing Care Retirement Community and a private-duty home care company, she developed a passion for working with senior citizens. In 2011, Barbara started Senior Partners (formerly The Money Moxie) to be a financial advocate that provides peace of mind to seniors who are struggling with their daily life and money matters.

With her skill at organizing chaos, Barbara and her staff of three Senior Partners, get things done for their clients, protect them from fraud, help keep them independent, and save them money. Senior Partners specializes in providing above and beyond personalized, concierge-type services for their clients.

Barbara lives in Norcross and part-time in Charleston, South Carolina with her husband Darryl and has recently taken up yoga and cardio boxing as her outlet for stress.

Chris Foster/A Hand to Hold

As an inspirational business leader, Chris Foster brings 25 years of business management in the Atlanta market to A Hand To Hold, one of Georgia’s largest private duty home care agencies. As a Certified Senior Advisor (CSA) & Gerontologist, Chris is an expert in the field of aging and senior care. With extensive experience in business management, marketing, public speaking and leadership, Chris strives to bring inspirational messages, timely information and reliable resources to the seniors of Georgia.

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 Issues in High-End Divorces

October 22, 2014 by Mike

Gwinnett Studio

Estate Planning Issues in High-End Divorces

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Adam Gaslowitz, Larry, Georgia O'Brien, Randy Kessler, Craig Frankel — Adam Gaslowitz, Larry Freiman, Georgia O’Brien, Randy Kessler, Craig Frankel

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

Attorneys Adam Gaslowitz and Craig Frankel interview guests Randy Kessler, Georgia O’Brien, and Larry Freiman on the hot topic of divorce and estate planning.

Randy Kessler/Kessler & Soloimiany

A nationally recognized expert on Divorce and Family Law, Randy Kessler is frequent guest on TV and appeared on such shows as The Today Show, Jane Velez-Mitchell, HLN, ESPN, “Outside the Lines”, Dr. Phil, Nancy Grace, Prime Time with Erica Hill, as well as many others. He is the author of “Divorce: Protect Yourself, Your Kids, and Your Future,” and is Publisher/Editor of the “Next” Magazine. Born in Gainesville, Florida, and raised in New Orleans, Randy graduated from Brandeis University and received his J.D. from Emory Law School. He is the Founding Partner at Kessler & Solomiany. With over 25 years of experience in Domestic Relations and Family Law, Randy has represented celebrities, such as former Denver Broncos running back Travis Henry, New York Jets wide receiver Braylon Edwards and NeNe Leakes of The Real Housewives of Atlanta. He has represented the spouses of celebrities, such as the wife of R&B singer Usher. He’s gone after high-profile athletes, performers, and entertainers for child support, when it proved necessary. Today, Randy lectures regularly at Continuing Legal Education Seminars. He also teaches trial techniques at Emory Law School’s Trial Techniques Program. For the past decade, he has taught a Family Law course at Atlanta’s John Marshall Law School.

Phone: 404-688-8810
Email: rkessler@ksfamilylaw.com

Larry Freiman/MendenFreiman LLP

A founding partner of an Atlanta-based law firm, MendenFreiman LLP, Larry Freiman is a member of the Atlanta Estate Planning Council, a past Director for the Atlanta Chapter of The Society of Financial Services Professionals and for the Estate Planning Council of North Georgia. He has lectured to various groups on tax, business and estate planning, and charitable giving. He received his J.D. / M.B.A. degree, with highest honors, from the University of Florida in 1993, and a Bachelor of Arts in Economics, magna cum laude, from the State University of New York at Albany in 1989. He has served as the Chief Tax Editor for the Florida Law Review and earned a number of academic achievement awards in his law and business endeavors, including the honorary Order of the Coif, Beta Gamma Sigma, and Matherly Scholarship. Larry was a member of the inaugural class of The Philanthropic Advisors Leadership Institute.

Phone: 770-379-1450
Email: lfreiman@mendenfreiman.com

Georgia O’Brien/Family Financial Management

A Managing Director for Family Financial Management, LLC, a consulting firm that specializes in independent trust and estate advice for affluent families and individuals, Georgia O’Brien is a former Chief Financial Officer of Tyler Perry Studios, were she handled all financial affairs for the national celebrity. Georgia was a Vice President in Private Banking for 10 years, with Bank of America in Atlanta and earlier with First Union in the New York metropolitan area. She achieved her Certified Financial Planner designation in 1998. Georgia began her financial service career as a financial planner with Allmerica Financial in Tarrytown, NY. She is a member of the Certified Financial Planner Board of Standards, the Estate Planning Council of Northern Georgia, and was also a founder of the Essex County Estate Planning Council in New Jersey. Georgia is an active member of East Cobb Business Association. She earned her Bachelor Degree in Economics from the University of Massachusetts at Amherst.

Phone: 404-850-7930
Email: georgia@trustffm.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

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INFOGRAPHIC: Divorce Statistics in the U.S.