On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq. John Montag/Montag Wealth Management John Montag joined Montag Wealth Management in 1995 and assumed his President […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq. John Montag/Montag Wealth Management John Montag joined Montag Wealth Management in 1995 and assumed his President […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq. John Montag/Montag Wealth Management John Montag joined Montag&nbsp;Wealth Management in 1995 and assumed his President […]

The “Aging” Stage of Estate Planning

A lively and thoughtful discussion about the opportunities and challenges associated with preserving and managing wealth.

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The “Aging” Stage of Estate Planning

The “Aging” Stage of Estate Planning