Wealth Matters

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss the ABC’s of asset protection with their special guests Tony Turner and Katlyn Dennis. Katlyn Dennis/NFP Private Client Group Katlyn Davis of NFP Private Client Group started her career at State Farm in 2002 in South Florida, moved to Marsh Private Client [...]

On this episode of “Wealth Matters”, Craig Frankel and Millie Baumbusch discuss how to protect your aging parents with special guests Paul Black, Metta Johnson and Jeanne Canavan. Metta Johnson/Metta Johnson & Associates Metta Johnson is Founder and CEO of Metta Johnson & Associates. As an RN, Metta Johnson has served those with chronic and […]

On this episode of “Wealth Matters”, Craig Frankel and Millie Baumbusch discuss how to protect your aging parents with special guests Paul Black, Metta Johnson and Jeanne Canavan. Metta Johnson/Metta Johnson & Associates Metta Johnson is Founder and CEO of Metta Johnson & Associates. As an RN, Metta Johnson has served those with chronic and [...]

On today’s episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel are joined by the firm’s newest partners Robert C. Port and Millie Baumbusch for a roundtable discussion about recognizing and avoiding triggers that can lead to estate disputes. Robert Port/Gaslowitz Frankel Robert Port has over 30 years of experience in civil litigation, arbitration […]

On today’s episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel are joined by the firm’s newest partners Robert C. Port and Millie Baumbusch for a roundtable discussion about recognizing and avoiding triggers that can lead to estate disputes. Robert Port/Gaslowitz Frankel Robert Port has over 30 years of experience in civil litigation, arbitration [...]

On this episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel  discuss issues concerning special needs individuals with guests Kristen Lewis, an expert on special needs trust planning; Kathy Keeley, the Executive Director of All About Developmental Disabilities (AADD); and Fontaine Lee, Vice President of Cumberland Trust. The panel will discuss information relating to special needs trust planning and […]

On this episode of “Wealth Matters“, attorneys Adam Gaslowitz and Craig Frankel discuss issues concerning special needs individuals with guests Kristen Lewis, an expert on special needs trust planning; Kathy Keeley, the Executive Director of All About Developmental Disabilities (AADD); and Fontaine Lee, Vice President of Cumberland Trust. The panel will discuss information relating to special needs trust planning and [...]

What is “planned giving”? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships? If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the […]

What is planned giving ? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships? If you ever ask yourself these or similar questions, this episode of Wealth Matters – the [...]

In the United States of America, divorce happens every 13 seconds (view infographic on the bottom of this post). Half of all couples get divorced. Financial reasons are the second most common ground for a divorce. So, what do you do? If you are curious to get this question answered, this episode of “Wealth Matters” […]