This episode of “Wealth Matters” includes a roundtable discussion about how Georgia residents can address income tax issues when relocating to states that don’t have income tax. Special guests include attorney Richard Litwin and CPA Brian Enlow. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel LLC. Richard Litwin/The Litwin Law Firm Richard C. […]

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 […]

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 […]

This episode of “Wealth Matters” presents a discussion about the financial impact of vacation homes. Hosted by Robert Port and Millie Baumbusch of Gaslowitz Frankel with special guests Cynthia Duncan of The Bowden Spratt Law Firm and Frank Norton of The Norton Agency. Cynthia Duncan/The Bowden Spratt Law Firm Cynthia Duncan is a shareholder in […]

Hugh Wood/Wood & Meredith Hugh C. Wood is a partner in Wood & Meredith, LLP, Atlanta (Tucker) Georgia 30084.  Mr. Wood has resolved real estate litigation matters and probate litigation matters for over 2 decades in Georgia.  At the intersection of fiduciary litigation and real property litigation, Mr. Wood resolved the largest probate estate-related real estate partition action […]

This episode of “Wealth Matters” offers ways to protect your children from estate disputes. The round-table discussion is hosted by Partners Adam Gaslowitz, Craig Frankel sand Millie Baumbusch. Adam Gaslowitz As a founding partner of Gaslowitz Frankel LLC, Adam Gaslowitz is a fiduciary litigator who specializes in representing individuals, executors, trustees, investors, shareholders, and financial […]

Michael Bean/Divorce Sense Michael is a financial professional in the Atlanta area who specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand understanding of how highly emotional the divorce process can be, Mike is dedicated to lightening the burden of each client by thoroughly dissecting the financial […]

The things you need to be prepared for when your family business is ready for succession are discussed on this episode of “Wealth Matters“. Michael Blake/Arpeggio Advisors Mike Blake is the founder of Arpeggio Advisors, a boutique business appraisal and corporate strategy advisory firm in Atlanta. Mike’s background has included work in venture capital, investment […]

What are Ethical Wills and Value Letters? What will your legacy be, other than money? Attorneys Craig Frankel, Robert Port and Millie Baumbusch answer these questions on this episode of “Wealth Matters”. Craig Frankel/Gaslowitz Frankel Craig Frankel is an experienced litigator who specializes in civil disputes within the areas of business law, contracts, will and […]

So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures? Adam Gaslowitz and Craig Frankel discuss this topic with their special guests, Carly Howard and Rebecca Cummings. Carly Howard/Atlantic Trust Carly Howard is a senior wealth strategist in Atlantic Trust’s Atlanta office, with more than 10 years of industry experience. In this role, she provides high net worth clients with integrated wealth management services, including comprehensive estate and financial planning […]