Wealth Matters

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses. About Gaslowitz Franke

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

Natalie Smailes/Director of Governance, Center for Family Legacy at Truist Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Di

Spotlight on Conservatorships and Guardianships

Michael K. Johnson/Metta Johnson & Associates Michael Johnson has 14 years working as a Licensed Clinical Social Worker. He began his career working as a hospice social w

Investing for the Long Term: What You Need to Know

David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, att

So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls

Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private bank

Estate and Financial Planning for Families with Unmarried Partners

Jennifer Gibbs/Gibbs Tillery, LLC Jennifer has been a managing partner with Gibbs Tillery Law Firm since graduating from Emory Law school in 2009. Jennifer is a dedicated

Simplifying and Managing Your Finances for When You Age and Beyond

Leah Nichaman/Everyday Money Management Leah Nichaman is a Certified Daily Money Manager (CDMM) with over 15 years of experience helping people manage their day-to-day fi

It’s Complicated: Estate Planning for Blended Families

Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including d

Understanding the IRS Collection Process

Jeffrey Kess/MendenFreiman Jeffrey Kess is a partner in MendenFreiman’s tax controversy and collection and tax planning practice areas. He joined the firm in 2019 and has

Philanthropy in 2020 and Beyond

Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is a

Personal Property and Estates: Planning, Appraising and Auctioning

Allen Venet/SunTrust Bank (now Truist) Allen Venet is a Senior Vice President at SunTrust Bank (now Truist) and relies on more than 35 years of experience when working wi

Preparing Women for Prosperity

Stacy Hanley/Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C Stacy Hanley practices primarily in the areas of tax and estate planning, probate, estate administration,

Financial Planning in Today’s Unpredictable World

Joseph Sillitto/Page, Scranton, Sprouse, Tucker & Ford, P.C. Joseph Sillitto’s practice Page, Scranton, Sprouse, Tucker & Ford, P.C. focuses primarily on probate and admi

Money Messages: Unpacking Our Emotional Relationship with Money

David Geller/Wealth Enhancement Group David Geller joined Wealth Enhancement Group through the partnership with JOYN Advisors, where he acted as CEO and Co-Founder. He is

Do I Need a Trust?

Richard Barnes/Barnes Law LLC Richard Barnes is the founder of BarnesLaw, LLC, which services clients throughout Georgia and Florida. An attorney with over 30 years’ expe

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

Jeff Bernier/TandemGrowth Financial Advisors The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personali

Everything You Wanted to Know about Probate

Tim Curtin/Curtin Law Firm, P.C. Tim Curtin is the founding partner of Curtin Law Firm, P.C., a boutique estate planning and probate administration law firm in Atlanta, G

How Can We Stop the Financial Abuse of Our Seniors?

Kristen Lewis/The Bowden Law Firm Kristen Lewis is nationally recognized for her proficiency in Special Needs Trust planning for persons challenged by disabilities. She c

What Charitable Advisors Need to Know in 2020

Hosts Craig Frankel and Robert Port discuss what charitable advisors need to know in 2020 with special guests Michael Van Cise and Kathryn Hecker of Arnall Golden Gregory

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”. CLI