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 worker in which he supervised and directed teams of social workers. He is now the Vice President and COO of Metta Johnson & Associates comprehensive care management. Michael […] The post Spotlight on Conservatorships and Guardianships appeared first on Business RadioX ®.

Wealth Matters

Spotlight on Conservatorships and Guardianships

David Bibicoff/Strategies For Wealth For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment […] The post Investing for the Long Term: What You Need to Know appeared first on Business RadioX ®.

Investing for the Long Term: What You Need to Know

Chip Kelleher/Wilmington Trust Chip Kelleher leads a team at Wilmington Trust responsible for providing comprehensive investment management, wealth planning, private banking and family office services to high-net-worth individuals, families and single-family offices throughout the Southeast. He works closely with his clients and their trusted advisors to protect, grow and transfer their wealth for generations. Chip […] The post So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls appeared first on Business RadioX ®.

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

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 and tireless family law and estate planning attorney specializing in all aspects of domestic relations, including but not limited to divorce, custody, support, visitation, modifications of custody, support […] The post Estate and Financial Planning for Families with Unmarried Partners appeared first on Business RadioX ®.

Estate and Financial Planning for Families with Unmarried Partners

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 financial affairs. She established Everyday Money Management in 2007, and built it into the premier daily money management firm in the Washington D.C. area, primarily serving older adults and busy professionals. […] The post Simplifying and Managing Your Finances for When You Age and Beyond appeared first on Business RadioX ®.

Simplifying and Managing Your Finances for When You Age and Beyond

Brooke French/Kessler & Solomiany LLC Brooke French, Partner with Kessler & Solomiany LLC, represents clients in all aspects of domestic relations litigation, including divorce, separate maintenance, child custody and support modifications, contempt, post-divorce modification and enforcement, family violence, paternity, legitimation, and prenuptial agreements. Brooke understands the stress that couples encounter in divorce and she navigates […] The post It’s Complicated: Estate Planning for Blended Families appeared first on Business RadioX ®.

It’s Complicated: Estate Planning for Blended Families

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 practiced taxation and general business law for more than 35 years. He has achieved national recognition for his expertise in the field of tax controversy. Jeffrey has represented thousands […] The post Understanding the IRS Collection Process appeared first on Business RadioX ®.

Understanding the IRS Collection Process

Christy Butler Eckoff/Atlanta Jewish Foundation Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation. Christy is an expert on charitable estate planning, gift planning, asset-based giving, laws surrounding nonprofits, private foundations, supporting organizations, donor-advised funds, and nonprofit taxation. Previously, Christy served as managing director, philanthropic counsel at the […] The post Philanthropy in 2020 and Beyond appeared first on Business RadioX ®.

Philanthropy in 2020 and Beyond

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 with clients. He has handled estates and trusts valued from less than $1 million to more than $200 million with each including unique personal property. A […] The post Personal Property and Estates: Planning, Appraising and Auctioning appeared first on Business RadioX ®.

Personal Property and Estates: Planning, Appraising and Auctioning

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, real estate and closely held business matters with Lefkoff, Duncan, Grimes, McSwain, Hass & Hanley P.C. She was admitted to practice in Georgia in 1999. Stacy began her legal career at […] The post Preparing Women for Prosperity appeared first on Business RadioX ®.

Preparing Women for Prosperity

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 administration of estates; fiduciary representation; guardianships and powers of attorney; prenuptial agreements; asset transfer; tax implications and planning. Mr. Sillitto is a member of the State Bar of Georgia, and is an […] The post Financial Planning in Today’s Unpredictable World appeared first on Business RadioX ®.

Financial Planning in Today’s Unpredictable World

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 the creator of the Behavioral Wealth Management model – a model that focuses on aligning wealth management with the integration of human emotions while also considering an individual s talents, wisdom, […] The post Money Messages: Unpacking Our Emotional Relationship with Money appeared first on Business RadioX ®.

Money Messages: Unpacking Our Emotional Relationship with Money

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 experience with professionals, executives and family owned businesses, Richard is an author and popular speaker on business and estate planning and fiduciary litigation. Richard is a Fellow of the American […] The post Do I Need a Trust? appeared first on Business RadioX ®.

Do I Need a Trust?

Jeff Bernier/TandemGrowth Financial Advisors The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff Bernier has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) […] The post Behavioral Finance: Tips for Overcoming Irrational Financial Decisions appeared first on Business RadioX ®.

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

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, GA. Tim currently serves as Chair of the Atlanta Bar Association s Estate Planning and Probate Section. He is a graduate of The Wake Forest University School of Law […] The post Everything You Wanted to Know about Probate appeared first on Business RadioX ®.

Everything You Wanted to Know about Probate

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