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Podcasts

Business Planning and Succession Planning with Special Guest Steve Capizi from Apex Exit Advisors

Key Take Aways: Business Consultant Steve Capizi provides professional planning information that all business owners need to know. How do you maximize the value of…

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Your Business is My Business

Key Take Aways: Baby Boomers own 63% of businesses in the United States and 76% of them plan on transitioning their business in the next…

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Making the Right Move

Key Take Aways: How to know when it’s time to make arrangements for someone who needs additional care. What are the additional care option and…

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Special Needs Planning

Key Take Aways: How does Special Needs Planning differ from traditional Estate Planning. How law changes have allowed people with disabilities to engage in their…

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Four Types of Estate Planning

Key Take Aways:   What is Estate Planning. What are the four different types of Estate Planning and what do they include. How to know…

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Business Planning and Succession Planning for Seniors

Key Take Aways: How to handle the succession of your business if you have an unexpected healthcare crisis. Common pitfalls seen with businesses. The importance…

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Digital Asset Administration

Key Take Aways: What qualifies as digital assets and how every generation is impacted. Why/how some digital assets (such as airline mileage rewards) can be…

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Explaining Reverse Mortgages for Seniors

Key Take Aways: What is a Home Equity Conversion Mortgage/ Reverse Mortgage and how can it help seniors. How has Reverse Mortgages changed to eliminate…

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Discussions about Death

Key Take Aways You Can Learn From This Episode: How communicating your fears and desires during the dying process can lead to a better death….

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The Georgia Advanced Directive for Health Care

Key Take Aways You Can Learn From This Episode: What is a Healthcare Advanced Directive and how it can ensure your desires are met. In…

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Georgia Financial Power of Attorney Laws

Episode Title: Georgia Financial Power of Attorney Laws Date: March 27, 2019   Key Take Aways You Can Learn From This Episode: How a Financial…

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Guardianship and Conservatorship Through the Court System

Episode Title: Guardianship and Conservatorship Through the Court System Date: March 13, 2019 Key Take Aways You Can Learn From This Episode: Why are people…

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The Probate Process and How to Avoid It

Pod Cast Date:  February 27, 2019 Episode Title:  The Probate Process and How to Avoid It Key Take Aways You Can Learn From This Episode:…

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Tax Planning Through the Use of Trusts

Pod Cast Date:  February 13, 2019 Episode Title:  Tax Planning Through the Use of Trusts Key Take Aways You Can Learn From This Episode: Why…

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Lessons Learned About Estate Planning From Riding With An Atlanta Cop

Pod Cast Date:  January 30, 2019 Episode Title:  Lessons Learned About Estate Planning From Riding With An Atlanta Cop Key Take Aways You Can Learn…

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The Difference Between Estate Planning, Elder Care, and Asset Protection Planning

Pod Cast Date:  January 15, 2019 Episode Title:  The Difference Between Estate Planning, Elder Care, and Asset Protection Planning Key Take Aways You Can Learn…

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