wills and trusts Archives - Business RadioX ®

Oren Ross, Oren Ross & Associates

June 8, 2021 by John Ray

North Fulton Business Radio

Oren Ross, Oren Ross & Associates

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Oren Ross, Oren Ross & Associates (North Fulton Business Radio, Episode 362)

Estate planning attorney Oren Ross joined the show with some eye-opening stories on the significant fractures and stresses families can endure without proper estate planning. In a conversation with host John Ray, Oren discussed his personal motivations for focusing on estate planning law, various kinds of trusts and how to use them, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Oren Ross & Associates

Oren Ross & Associates specializes in Estate Planning – creating Trusts, Wills, and associated documents. They build customized, comprehensive estate plans for every client, taking into consideration all aspects of their clients’ lives – family dynamics, taxes, business ownership, nursing home expenses, legacies, and final wishes.

After working for a national estate planning law firm for several years, Mr. Ross decided to open his own law firm to better serve his clients. We are committed to providing our clients with the best legal representation available for competitive fees. While many attorneys pass much of their work off to their staff, we work directly with our clients to achieve their goals. Our mission is to provide our clients with the best value in legal services through a combination of a hands-on approach, low overhead, and a hard-working, dedicated staff.

Company website | LinkedIn | Facebook

Oren Ross

Oren Ross is originally from Tifton, GA. He graduated from Valdosta State University with a degree in Political Science, then moved to Atlanta to attend Georgia State University, where he earned an MBA in addition to his law degree. After working for a national estate planning law firm for several years, he decided to open his own law firm in 2020 to assist people across the North Atlanta Metro with their estate planning needs. He now lives in Johns Creek with his wife Rachel, their son Bo, and their 2 dogs and 3 cats. In his spare time, Oren enjoys lifting weights and spending time with his family.

Questions and Topics in this Interview:

Why Oren focuses his practice on estate planning
Why so many people avoid proper estate planning
Probate – What it is, How Long it Takes, How Much it Costs
Living Trusts – Not just for the wealthy
Inheritance Trusts – protecting the assets you leave to your children
Special Needs Trusts – how to leave an Inheritance to special needs children without them losing their government benefits.
Nursing Home Expenses – using trusts to avoid the Medicaid spenddown

North Fulton Business Radio is hosted by John Ray, and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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.

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

May 12, 2021 by John Ray

Family Business Radio

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

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Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal (Family Business Radio, Episode 20)

Attorney Neeli Shah combined her love of numbers and her legal education and experience into her own firm which helps business owners and entrepreneurs with wills and estate planning. Barry Brimer founded his graphic design studio over 35 years ago and has been at the leading edge of adopting innovative technology to serve his clients. Each of these accomplished business leaders joined host Anthony Chen for this episode of Family Business Radio, which is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Neeli Shah, The Law Offices of Neeli Shah

Neeli Shah, Attorney, The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life. They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Barry Brimer, BeOriginal

**Barry Brimer, Founder/Owner, BeOriginal**

BeOriginal is a multi-disciplined graphic design studio located in Suwanee, GA. In 1986, BeOriginal began providing creative services and consulting on all aspects of branding and marketing to help businesses achieve their marketing goals. Projects from corporate training videos and materials, to billboards, require an in-depth knowledge of many different production processes to make a marketing campaign successful. BeOriginal has that knowledge. Companies like Napa Rayloc and Winton Machine have relied on the quality design services of BeOriginal for more than 35 years.

Company website | Company LinkedIn | Twitter | Brimer LinkedIn

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

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.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

How Rebecca Easton of Easton Law PLLC Grew Her Law Practice by Collaborating in Her Community E4

March 30, 2021 by Karen

How-Rebecca-Easton-of-Easton-Law-PLLC-Grew-Her-Law-Practice-by-Collaborating-in-Her-Community-feature

Phoenix Business Radio

How Rebecca Easton of Easton Law PLLC Grew Her Law Practice by Collaborating in Her Community E4

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How Rebecca Easton of Easton Law PLLC Grew Her Law Practice by Collaborating in Her Community E4

In Episode 4 Sean and Mark interview Becky Easton, Founder of Easton Law, PLLC. Becky shares her excitement when she graduated from college and realizing that she had “barterable skill” and shares how organically her company grew out of her own community. She discusses the most critical legal areas that many entrepreneurs overlook. Many entrepreneurs don’t want to think about the inevitable that we are all going to die, so don’t put off establishing the most critical aspects of your business.

Listen as Becky shares a strategy she refers to as “L.I.F.T.” (Legal, Insurance, Finance, Tax), ensuring you and your business are going to be protected by taking the simple steps now for the future.

Entrepreneurs have many hats to wear and many things to think about. Becky discusses a “L.I.F.T.” (Legal, Insurance, Finance, Tax) strategy to focus your business. Listen for the simple preventative steps to ensure you and your business are taken care of if something should happen to you.

Passionate about serving others, Easton Law’s purpose is guiding families, small business owners, visionaries, and creatives. Protecting you, your loved ones, your ideas, and your partners through thoughtful and intentional planning.

At Easton Law, Estate and Business Planning the entire process is about you…your goals, your dreams, and the protection you want for yourself and your loved ones. The emphasis is on planning for the inevitable changes during your life, not just what happens when you pass away. Seeing your work together as just the beginning of a lifetime of counsel, Easton Law has unique systems in place to ensure your planning will keep up with the changes in your life.

Rebecca Easton is the Founder and Managing Attorney of Easton Law, Estate and Business Planning, and as a Personal Family Lawyer, her practice is a little bit different. Taking a more holistic approach to estate planning, Rebecca helps you protect and pass on more than just your financial wealth and personal belongings. She works with you to capture and translate who you are and what’s important to you – your values, insights, stories, and experience.

Born and raised in Tucson, AZ, Rebecca graduated in 2003 from the University of Arizona with degrees in Psychology and Spanish Linguistics. She then graduated in 2011 from the University of Denver Sturm College of Law, accepting a position with a large, national firm before ultimately moving back home to Arizona and opening Easton Law.

She is licensed in both Arizona and Colorado, and beyond counseling her personal clients, Rebecca is a strong believer in educating the community on financial and legal matters impacting families. She frequently speaks on how estate planning can provide our loved ones the best possible outcome when unexpected events happen.

Rebecca, husband Ryan, and cat Suits, live in East Mesa in the beautiful Eastmark community where neighbors recently elected her as the first Owner-Director of the Eastmark Residential Association.

Connect with Rebecca on LinkedIn and follow Easton Law on Facebook and Instagram.

About Cultivating Collaboration on Avontage

Sean Sarram, CEO and Founder Avontage is the host of this interview-style live radio/podcast show to highlight the members of the Avontage community. His co-host, Mark Jamnik, is Owner and Time Creation Coach at Enjoy Life Daily.

On this podcast we learn about the skills and services offered on our platform and how our members collaborate to grow their businesses; hence the name “Cultivating Collaboration on Avontage”.

About Avontage

Avontage is the future of work. We are a like-minded community of experts, forward-thinking entrepreneurs, and highly skilled freelancers solving each other’s pain points. We do that by trading skills and services on a trusted and safe platform.

Business barter trading is on the rise and it is the smartest way to achieve scalable growth during these challenging times.

About Your Hosts

Sean Sarram, the CEO and Founder of Avontage, is a seasoned executive with an entrepreneurial mindset. With a software engineering degree in Computer Science from Arizona State University, Sean enjoys building technology to solve hard problems that affect everyday life.

His mission is to build a trusted community marketplace for local business owners, marketers, entrepreneurs, freelancers, and creatives to collaborate, gain high quality clients, and help them grow your businesses without spending money.

Sean believes in Collaborative Capitalism, where small businesses collaborate and trading-exchange their skills and services to elevate one another.

Connect with Sean on LinkedIn, and follow Avontage on Facebook, Twitter and Instagram.

Mark Jamnik lives and breathes productivity & coaching. After a decade in advertising sales, he was recruited by the Tony Robbins’ organization, to be 1 of 100 active global coaches. He coached over 300 CEO’s, entrepreneurs, & sales professionals, maximizing their effectiveness in achieving their goals.

Over the last decade he focused on his own entrepreneurial journey creating a healthy relationship with time. Now he consults CEOs and entrepreneurs with time creation and organization strategies to maximize productivity stress-free.

Connect with Mark on LinkedIn and Facebook.

So We Have a New Tax Code: What Does That Mean For Me?

January 24, 2018 by Mike

Gwinnett Studio

So We Have a New Tax Code: What Does That Mean For Me?

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Scott Harty/Alston & Bird

Scott Harty is a partner with Alston & Bird in the Federal and International Tax Group and focuses his practice on complex domestic and cross-border commercial transactions, including taxable and tax-free mergers and acquisitions, joint ventures and corporate restructurings. Mr. Harty has substantial experience advising corporate and private clients on all facets of U.S. inbound and outbound investments, including treaty planning, due diligence in acquisitions, investments in U.S. real estate, Subpart F and withholding tax issues arising under FATCA.

Mr. Harty also represents clients in tax controversy matters through the audit process and administrative appeals, including the negotiation and settlement of taxes and civil penalties. He has handled tax audits for public and private companies, income and gift tax audits for individuals and cases with significant offshore trust and foreign corporate tax issues.

Mr. Harty received his law degree from Vanderbilt University, where he was honored for outstanding scholastic achievement, and received his LL.M. in tax from New York University, where he earned high honors. He is a frequent speaker and has been recognized by Chambers USA as one of the leading tax lawyers in Georgia.

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.

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

The “End of Life” Stage of Estate Planning

August 26, 2015 by Mike

Gwinnett Studio

The "End of Life" Stage of Estate Planning

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Adam Gaslowitz, Nikola Djuric, Brandy wright, Craig Frankel — Adam Gaslowitz, Nick Djuric, Brandy Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright and Nick Djuric.

Brandy Wright/Cambridge Wealth Counsel

Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working with senior executives and successful retirees. Having extensive experience designing and implementing complex financial plans for Fortune 500 executives and Executive Retirees, she has a wealth of knowledge and experience. Brandy joined Cambridge Wealth Counsel in 2010 and works primarily in the Atlanta-Northside office.

Brandy holds a Masters in Business Administration in Personal Financial Planning from Georgia State (1999) and is a Certified Divorce Financial Analyst® and a Certified Financial Planner™ professional. She also holds a BA in Finance with a minor in Risk Management from Georgia Southern University (1997). She is a corporate member of NAPFA.

Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, for seven years holding various positions as an analyst, financial planner and eventually as Vice President (2003-2010). Brandy also spent several years as a Trust Officer with SunTrust Bank in their Fortune 500 executive pension group (1997-1999).

Brandy lives in Buckhead, Georgia with her baby girl, Blakely, and two Shih-tzu’s, Bentley and Barnsley. She is a Kappa Delta alumna and is a home liaison for the annual Tour of Kitchens event with the Junior League of Buckhead. While not working, she enjoys movies, music, social and charitable events, Holiday fun, UGA football, any chance to get to the beach, spending time with friends and family and trying to keep up with a very happy and active Blakely!

LinkedIn: https://www.linkedin.com/in/brandykwrightcdfacfp

Nick Djuric/Sutherland

Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Sutherland’s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.

Nick served as an adjunct professor of law at John Marshall Law School and Georgia State University College of Law, introducing future attorneys to wills, trusts, estates and federal gift and estate taxation. Prior to joining Sutherland, Nick was a law clerk for the Honorable Gerald Bard Tjoflat, Chief Judge of the U.S. Court of Appeals for the Eleventh Circuit.

LinkedIn: https://www.linkedin.com/company/sutherland-asbill-&-brennan-llp

About Gaslowitz Frankel:

If you would like to listen to 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

Hollie Mann and Jeff Skorput with Gainesville Physical Therapy, Tiffany Hill with Just the Right Place, Daphne Walker with Partnership Against Domestic Violence and John Miles with Law Offices of John M. Miles

March 19, 2015 by Mike

Gwinnett Business Radio

Hollie Mann and Jeff Skorput with Gainesville Physical Therapy, Tiffany Hill with Just the Right Place, Daphne Walker with Partnership Against Domestic Violence and John Miles with Law Offices of John M. Miles

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Mike Sammond, Hollie Mann, Jeff Skorput, Tiffany Hill, Daphne Walker, John Miles, Steven Julian

Hollie Mann & Jeff Skorput/Gainesville Physical Therapy

Gainesville Physical Therapy is not your typical physical therapy clinic. Here, every patient receives personalized attention during each visit with a hands-on treatment program that has been carefully tailored to their specific needs and physical condition. Recovery from injury or surgery can be a difficult and trying process. They believe that the supportive relationship they establish with their patients, combined with their expertise in the treatment of physical ailments and pain relief, is responsible for the extraordinary outcomes that they routinely see. Their facility is fully equipped to provide a comprehensive spectrum of treatment modalities for all orthopedic conditions to improve mobility, strength, balance and pain relief.

Tiffany Hill/Just the Right Place

Just the Right Place offers organizing and productivity solutions for busy lives. They work with clients in business and residential settings. Tiffany Hill, Professional Organizer and Owner, improves lives by bringing a desire for helping others and a passion for organizing into her work. As a member of NAPO, she follows the Code of Ethics and values the relationships with her clients. She currently serves on the Executive Board as Treasurer for the Georgia Chapter. Offering customized solutions for every space, Just the Right Place helps people save time, save money and reduce stress!

Daphne Walker/Partnership Against Domestic Violence

For 40 years, Partnership Against Domestic Violence, the largest nonprofit domestic violence organization in Georgia, has provided professional, compassionate and empowering support to battered women and their children in Metro Atlanta.

PADV began as an all-volunteer agency in 1975 and incorporated in 1977. Today the agency has 40 full and part time staff with an administrative office and two 24-hour emergency shelters in Fulton and Gwinnett counties. PADV also provides education to the community about domestic violence awareness and prevention, and teen dating violence. (Georgia is number one in teen dating violence in the country.)

PADV’s mission is to end the crime of intimate partner violence and empower it’s survivors. PADV’s roster of services includes a 24-hour crisis line; two 24-hour emergency shelters with 96 beds; legal advocacy; supportive housing; a teen dating violence prevention program; outreach and prevention programs for battered women and children, a domestic violence in the workplace annual conference that equips companies to respond when domestic violence enters the workplace; and community education and training efforts. Annually they serve 19,000 women and children throughout Metro Atlanta. They are the largest domestic violence agency in the state of Georgia.

John Miles/Law Offices of John M. Miles

The Law Offices of John M. Miles is a full-service law firm located in Suwanee, GA, John Miles has been in solo practice since 1976. Over the years, his practice has evolved as Gwinnett grew and his clients’ needs changed. John says that he practices preventive law, providing his clients with protection from legal entanglements. Since John is one person and there are quite an assortment of legal practice areas, he cannot be all things to all clients, but he can help point you in the right direction.