Wealth Matters

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 […]

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker. Melissa Walker/Salo & Walker Melissa is a partner with the firm of Salo & […]

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Craig Frankel discuss “What You Need to Know About Protecting Your Digital Assets”. Guests include Jim Dougherty, Technology Services Director at Bennett Thrasher LLP; Elizabeth Faist, Associate at Sutherland LLP; and Putnam Smith, Attorney at Lipscomb, Johnson, Sleister, Dailey & Smith LLP. Jim Doughtery/Bennett […]

On this week’s episode of “Wealth Matters”, hosts Millie Baumbusch and Robert Port discuss “Do The Children Want Our Antiques? Personal Property and Your Estate Plan”. Guests include Roger Kirschenbaum, owner of Roger A. Kirschenbaum PC and Spalding Nix, owner of Spalding Nix Fine Art. Roger Kirschenbaum/Wagner, Johnston and Rosenthal P.C. Roger Kirschenbaum of Wagner, […]

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”. Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management. Bryan […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Helping Mom and Dad Pay Their Bills as They Age: Solutions From Joint Accounts to Conservatorships” with their guests Vivian M. Wright and Tim Curtin. Vivian Wright/Common Sense Solutions Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga.  She studied […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss Helping Mom and Dad Pay Their Bills as They Age: Solutions From Joint Accounts to Conservatorships with their guests Vivian M. Wright and Tim Curtin. Vivian Wright/Common Sense Solutions Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied [...]

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss year-end philanthropy and charitable giving ideas with their guests Pat Renn, Itai Tsur and Justin Sullivan. Pat Renn/Renn Wealth Management Group Pat Renn is the founder and president of The Renn Wealth Management Group. He is a CERTIFIED FINANCIAL PLANNER™ professional with more than […]

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss year-end philanthropy and charitable giving ideas with their guests Pat Renn, Itai Tsur and Justin Sullivan. Pat Renn/Renn Wealth Management Group Pat Renn is the founder and president of The Renn Wealth Management Group. He is a CERTIFIED FINANCIAL PLANNER professional with more than [...]

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “administrative” stage of estate planning with their guests Ronnie Genser and Jeff Scroggin. Ronnie Genser/Bereavement Navigators Prior to founding Bereavement Navigators in 2012, Ronnie Genser’s professional background included over 25 years in international and domestic sales, […]