long term care Archives - Page 2 of 2

Financial Planning in Advance for Long Term Care

April 24, 2019 by Mike

Gwinnett Studio

Financial Planning in Advance for Long Term Care

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Adam Gaslowitz, Brent Eden, David Hultstrum, Craig Frankel

Brent Eden/Nease, Lagana, Eden & Culley, Inc.

Brent Eden is a Principal of Nease, Lagana, Eden & Culley, Inc. He joined Nease, Lagana, Eden & Culley, Inc. in 2011 after practicing law at Carlock, Copeland & Stair, LLP in Atlanta, GA.

Brent specializes in providing life insurance advisory services and customized, integrated planning solutions to families, business owners, corporate executives & other individuals of substantial income and/or assets. He also has experience in planning for privately & publicly held businesses, including key person & buy-sell agreement funding.

Brent recommends solutions that are in the best interests of his clients and match their overall planning strategies and objectives. He enjoys collaboration with his clients’ advisors and has a strong commitment to high quality service and innovative solutions.

Brent is extensively involved in many civic organizations including leadership roles and advisory and executive board memberships for various events and committees within the Jewish Federation of Greater Atlanta and the Atlanta Jewish Foundation. He is also a member of the Atlanta Beltline 67 (AB67), a group of leading young professionals who serve as advocates for the Atlanta BeltLine vision in support of the mission of the Atlanta BeltLine Partnership.

Brent obtained his law degree from the Georgia State University’s College of Law, focusing on estate planning and litigation, and holds a Bachelor of Arts degree in political science from the University of Michigan. He is a registered representative of M Holdings Securities, Inc.

David Hultstrom/Financial Architects

David Hultstrom is co-founder and chief investment officer of Financial Architects. He has earned a Master of Business Administration degree (MBA) and is a Certified Financial Planner® (CFP) and Chartered Financial Analyst (CFA). He has served as a local chapter board member of the Financial Planning Association and is also active in the Atlanta Society of Finance and Investment Professionals and the National Association of Personal Financial Advisors.

Mr. Hultstrom has also served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals. He has also taught in the Certified Financial Planner programs at several universities.

He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.

Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn. Dawn is a kindergarten teacher, cross country coach, and avid marathon runner. Their daughter, Alexandra, is a student at Furman University.

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

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

Paying for Long Term Care

July 11, 2014 by Mike

Gwinnett Studio

Paying for Long Term Care

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Ryan Florence, Victoria Collier, Eric Burkard

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Special Guests:

Ryan Florence/Kiker Wealth Management

Kiker Wealth Management is a comprehensive Financial Advisory Services Firm that believes the wisdom is in the planning, especially when it comes to preparing for long-term health care needs. Based in Jasper, GA, the Kiker team of advisers have been serving families throughout the Atlanta region for 14 years by helping ensure that these families have the proper tools to deal with their continuing care needs.

Eric Burkard/Burkard Insurance

Eric Burkard is a life insurance agent with Burkard Insurance who specializes in long-term care funding solutions and other risk management products to help protect his clients’ assets, income and families.

Celebrated Seniors

This week’s Celebrated Seniors are Harold Walton and Mary Phillips. Tune in to this episode of “Senior Salute Radio” to hear their stories.

New Book

Victoria Collier’s new book on long term care is Don’t Go Broke in a Nursing Home!

Difficult Clients and Placements

July 4, 2014 by Mike

Gwinnett Studio

Difficult Clients and Placements

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Christin Whiyttington, Lewis Mann, Victoria Collier, Mandy Merkel — Christin Whittington, Lewis Mann, Victoria Collier, Mandy Merkel

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Special Guests:

Mandy Merkel/Senior Resource Consulting

Senior Resource Consulting was formed to respond to the growing and critical needs of seniors and their families. Founder and owner Mandy Merkel is a licensed speech pathologist and certified professional geriatric care manager with over 30 years of experience in the rehabilitation and long term care arena. Services range from in depth assessment of current health and housing status, recommendations for long term care options, assistance with relocation from home to alternative housing options, liaison with medical and facility staff, ongoing care management and monitoring, and elder mediation services.

Their personal “hands on” involvement ensures the highest level of service, advocacy and commitment to maintaining the dignity and integrity of their clients.

Lewis Mann/Atlanta Home Care Partners (AHCP)

Atlanta Home Care Partners (AHCP) is a private duty non-medical home care agency that employs certified nursing assistants to provide one-on-one care to families so their loved ones can age in place gracefully and with peace of mind.

Christin Whittington/Energy Dancing in Balance Reflexology & Reiki

Energy Dancing in Balance was founded in 2009. It is dedicated to using energy healing to help your body de-stress, relax and relieve pain. Reflexology, Reiki, and other modalities are each just a vehicle because, in fact, the body heals itself.

Reflexology is like a foot massage — but better! Pressing on reflex areas in the feet stimulates the corresponding organs, glands and tissues located throughout the body. This promotes blood flow, moves lymph (the body’s natural cleaning mechanism), and creates deep relaxation. (There are also reflex points on the hands and ears.)

Reiki (“Divine Energy”) is a Japanese technique of “laying on hands” to reduce stress, enable relaxation and promote healing. Reiki affects energy fields that surround and penetrate the human body, and helps restore the body’s natural, balanced energy flow. (“Ki” is the Japanese form of “Chi” — the Chinese word for “energy.”)

Both these healing modalities can help lower your stress level and your blood pressure, reduce pain, and relieve anxiety.

Today’s Senior Salute goes to Helen Whittington for her independence and dedication to Aging in Place.

Managing the Cost of Long Term Care with Steve Norris

September 18, 2012 by angishields

Eugeria

Managing the Cost of Long Term Care with Steve Norris

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Born and raised in Georgia, Steve Norris earned a degree at Georgia Tech, and started a career in insurance more than 36 years ago. Initially focusing on life and health insurance, Steve had a client 17 years ago that asked if he offered long term care insurance. She further explained that the reason she wanted to purchase long term care insurance was so that her two girls would not have to go what she had been going through caring for her mother for the past 7 years.

Consequently, Steve founded Long Life Strategies. His mission is to help clients design and implement financial solutions to three of life’s most complicated issues:

1) Out-living your assets

2) Dying with insufficient assets

3) Through disability, exhausting your assets

For more information about managing the cost of long term care, email him at steve@longlifestrategies.com, visit his website at www.longlifestrategies.com, or call him directly at 770-833-3496.

We want to thank Griswold Home Care for sponsoring today’s show. Griswold Home Care has been a preferred provider of high quality, affordable in-home senior care in Atlanta for 20 years.

Eugeria! Radio Talks with William Taylor and Holly Hullum

August 25, 2010 by angishields

Eugeria

Eugeria! Radio Talks with William Taylor and Holly Hullum

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William Taylor is a rare native Atlantan! Early in his career, William joined the Army to work on Cobra and Apache attack helicopters. After 8 years of excitement, he returned home to Atlanta and began a second career with the largest transit authority in the Southeast (MARTA), where he spent 17 years. Not content with retirement and only two careers, William began a third career in Healthcare in 2006. Today William is a Patient Consultant for PharmaLife Pharmacy and Medical Supply Company. Pharmalife is a full line pharmaceutical services company with a unique twist – they deliver medication, supplies and durable medical equipment to their clients – even to a private residence – free of charge. William loves his work because he is able to directly impact the quality of life for his clients. He can be reached at (404) 324-0865, or on the web at www.pharmalife.com.

Born and raised in Texas, Holly Hullum is an Aggie, having received a degree in Education from Texas A&M. Through a series of life events, both family and personal, Holly realized she wanted to invest her career in helping individuals plan for events that, by definition, cannot be easily planned for. Holly is the Director of Sales and Marketing for Long Term Care Products for WiseGroup Insurance and Financial Services, located in Dallas, Texas. As such, she works hard to help her clients plan for and manage the cost of long term care. She notes that the WiseGroup is comprised of a group of talented individuals coming together as a team to provide a high degree of personal service to help their clients select the most appropriate financial solutions over a range of products. Because of her personal experiences, Holly is very passionate about her business, and is diligent in providing her clients not just with a set of financial products, but with an education, as well. Holly can be reached at (214) 272-8914, or visit WiseGroup on the web at www.wisegroupinsurance.com.

Don Stockard, Patti Elrod-Hill and Faye Vantreese Talk with Eugeria Radio

June 30, 2010 by angishields

Eugeria

Don Stockard, Patti Elrod-Hill and Faye Vantreese Talk with Eugeria Radio

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Don Stockard started his career as a teacher and a coach after receiving both Bachelors and Masters degrees in Education. It wasn’t long before Don realized that his personality and talents were well-suited to a career in sales. Nearly 25 years ago, Don became one of the first to market and sell Long Term Care insurance in the Dallas/Ft. Worth area. Over the course of time, Don discovered that he had a real passion for our country’s service men and women, and wanted to give his own time to help them. Approximately four years ago, Don went into semi-retirement, and began volunteering his services to assist veterans in navigating the application process for the Improved Pension Benefit, also known as Veterans Aid & Attendance. Don’s services are free of charge to veterans and their families. Don can be reached by phone at 1-800-500-9168 ext. 210, or at (972) 267-6735. He can also be reached via email at d_stockard@sbcglobal.net

Patti Elrod Hill grew up and went to school in South Dakota. She acknowledges that when people learn she’s from South Dakota, the typical response is “I’ve never met anyone from South Dakota before”! Fortunately for Patti, her next stop was Hawaii, thanks to a Navy marriage. After 3 years in Hawaii, she moved again, this time to St. Louis. While in St. Louis, she discovered a passion for the law, and attended Law School at Washington University. Upon graduation, and yet another move to the Atlanta area, Pattie took a job with the Veteran’s Administration. At the VA she developed an interest in serving the elder and disabled population. Today she is the owner and lead counsel for The Elrod-Hill Law Firm. She prides herself in being personally involved with every client. Her firm specializes in elder law and veterans benefits planning. Patti can be reached at (770) 416-0776, or on the web at www.elrod-hillfirm.com.

Faye Vantreese (right) is a long term care specialist with Northwestern Mutual Financial Network. Prior to her career as a financial advisor, she attended Syracuse University, and graduated with a BS degree in Design. Beyond her work with Northwestern Mutual, Faye is very involved in the local community. She is the President of the Kiwanis Club of Decatur. Faye is also actively involved in the Decatur Business Association, and has served on numerous boards, including Senior Connections and Life Enrichment Senior Services Board. Faye can be reached at (404) 354-1039, or visit her on the web at www.fayevantreese.nmfn.com.