Hill & Watchko Archives - Business RadioX ®

Succession Planning

March 30, 2022 by Mike

Gwinnett Studio

Succession Planning

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Cleve Hill/Hill & Watchko

Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Business Operating Agreements

March 23, 2022 by Mike

Gwinnett Studio

Business Operating Agreements

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Cleve Hill/Hill & Watchko

Randy Brunson/Centurion Advisory Group

Stewarding Family Wealth is presented by

Tips for Senior Transitions, with Pam Santoro and Sarah Watchko, Senior Resource Alliance of North Atlanta

February 3, 2021 by John Ray

North Fulton Business Radio

Tips for Senior Transitions, with Pam Santoro and Sarah Watchko, Senior Resource Alliance of North Atlanta

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Tips for Senior Transitions, with Pam Santoro and Sarah Watchko, Senior Resource Alliance of North Atlanta (North Fulton Business Radio, Episode 327)

Pam Santoro and Sarah Watchko bring real estate and legal expertise, respectively, to their work with transitioning seniors. They joined host John Ray to discuss implications of seniors remaining in their home as they age, availability of Medicaid and VA benefits to pay for long-term care, the prohibitive cost of not having appropriate legal documents in place, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Pam Santoro, Realtor, Berkshire Hathaway

Specializing in luxury real estate, relocation, resale, and new construction, Pam Santoro has experience in both the selling and buying sides of a real estate transaction. Living in the North Atlanta area for over 25 years, Pam knows the communities and neighborhoods.

With 15 years in the Atlanta Real Estate market, she is both an expert and a professional. Her computer science/business background combined with being a seasoned negotiator enables her to get the best deals for her clients.

Call 678-656-6627 today to find your perfect home or to market and sell your existing residence.

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Sarah Watchko, Partner, Hill & Watchko, LLC

Sarah Watchko is a Certified Elder Law Attorney with Hill & Watchko, LLC in Alpharetta, Georgia. Hill & Watchko is a premier boutique wills, trusts, estates, elder law, special needs, and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typical large, downtown law firms. An Atlanta native, Sarah earned her law degree from the Wake Forest University School of Law in 2008. Sarah’s practice areas include traditional estate planning; long-term care planning, including Medicaid benefits for nursing home care and Department of Veterans Affairs pension benefits; special needs trust planning; and trust and estate administration. She is one of only eleven Certified Elder Law Attorneys (“CELAs”) in the state of Georgia.

While she serves clients of all agents in her planning practice, one of Sarah’s primary areas of focus is helping seniors and their families navigate the complex maze of long-term care and incapacity planning. She is also devoted to planning for individuals with special needs. Sarah is devoted not only to practicing with the highest level of technical expertise but also to establishing strong and meaningful relationships with her clients. Sarah lives in Roswell with her husband, Jeff, and their two young children.

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Questions and Topics in this Interview:

How to plan for long-term care as you age
Issues with remaining in the home and how to help aging loved ones
Issues with selling the home and how to help aging loved ones
Availability of Medicaid to help pay for long-term care
Availability of VA Benefits to help pay for long-term care
The importance of having the right Estate Planning Documents in place

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.