Wealth Matters

Joann Johnston/Georgia Heirs Property Law Center Joann Johnston is the Legal programs Director with the Georgia Heirs Property Law Center. She spent 10 years working for large Atlanta law firms as a civil litigator. Joann represented clients in complex multi-state litigation and appeals involving title disputes, lender liability defense, federal and state regulatory compliance and unfair [...]

Kendall Crye/Aging Life Care of Atlanta Kendall Crye of Aging Life Care of Atlanta is committed to helping families provide exceptional quality of life for seniors. With over 16 years of professional experience working with seniors and their families, Kendall understands the delicate balance of navigating the needs of aging clients with family dynamics and [...]

Jason Doss/The Doss Firm Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from well-known financial services companies on behalf of individual investors [...]

Harlan Graiser/SignatureFD Harlan Graiser is a Senior Risk Management Consultant at SignatureFD where he helps to assess a client's risk management portfolio, determine more effective and efficient insurance strategies and select appropriate insurance products for implementation. He works closely with SignatureFD's relationship managers in order to coordinate his work with the client's core financial planning [...]

Richard Wilcox/CRI Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI's tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), [...]

Scott Harty/Alston & Bird Scott Harty is a partner with Alston & Bird in the Federal and International Tax Group and focuses his practice on complex domestic and cross-border commercial transactions, including taxable and tax-free mergers and acquisitions, joint ventures and corporate restructurings. Mr. Harty has substantial experience advising corporate and private clients on all [...]

Sarah Watchko/Hill & Watchko Sarah R. Watchko is a partner with the law firm Hill & Watchko, LLC, located in Alpharetta, Georgia. Her practice areas include elder law, estate, and special needs planning, long-term care planning with Medicaid benefits and Department of Veterans Affairs pension benefits, and trust and estate administration. Sarah is one of [...]

Mary Galardi/Galardi Law Mary B. Galardi founded Galardi Law 19 years ago and practices in the areas of estate planning, probate and business law. She was elected a Fellow in the American College of Trust and Estate Counsel in 2017. She has been chosen as a Georgia Super Lawyer since 2006 and one of the [...]

Dale Hughes/Jeremiah Originally from Albany, Georgia, Dale grew up “all over” as his father was a career military man, so he thrives in new situations, embraces diversity and ideas, and loves taking on a challenge. A graduate of Emory University (B.B.A., Accounting) and The University of Georgia School of Law, Dale has been working with [...]

Hosts Adam Gaslowitz and Millie Baumbusch discuss “Financial and Estate Planning Issues Facing Women” with Emily Sanders from United Capital and Abbey Flaum with Cohen, Pollack, Merlin & Small. Emily Sanders/United Capital Emily C. Sanders, CPA, is a Managing Director of the United Capital Atlanta office. In 2009 she was named one of the “Top [...]

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 [...]