Gwinnett Business Leaders

James Miskell, Attorney at Law

Great! I’m a Trustee – Wait . . . I’m a Trustee?

“To be trusted is a greater compliement than being loved.” 
                     ~ George MacDonald

Being appointed as trustee is a very real demonstration that you are seen to be trustworthy, that you have the judgment and ability to handle responsibility.  It is a great compliment – And make no mistake, being a trustee is also a great responsibility.  A trustee holds legal title to property for someone else – the beneficiary. 

Roger Green, MSFS,CFP®

Growth versus Saving Retirement

Very few people could “save” enough for retirement with today’s long life expectancies and earlier retirements.  If you just “save” – yet do not have growth that exceeds both income taxes and inflation, you are more likely to run out of money.

James Miskell, Attorney at Law

Which do I need, a Will or a Trust?

“Live as if you were to die tomorrow. Learn as if you were to live forever.” Mahatma Gandhi

While it can be difficult to confront your own demise, setting up an estate plan is important to ensure that your wishes are followed and your loved ones taken care of after your death. Your estate plan puts your last wishes, hopes, desires and choices down on paper, in black and white, for all to see. The words on the paper speak for you when you cannot.

David Walker, Attorney at Law

Enforcement of divorce judgements

After divorce, formerly married parties often have continuing rights and obligations between each other under their Final Judgment and Decree. These can include turning over marital property, payment of marital debts, support obligations, and custody and visitation matters. These matters are sometimes known as “domestic relations” issues.

Roger Green, MSFS,CFP®

Financial Words of Wisdom from the Bible

As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible: