On this episode of Wealth Matters, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq.
ABOUT JOHN MONTAG
John joined Montag Wealth Management in 1995 and assumed his President and CIO responsibilities in 2009. He plays firm managerial and client advisory roles in Montag investment management.
As Chief Investment Officer, John oversees investment operations on a firm-wide basis. He also serves as the portfolio manager for a number of clients, employing a comprehensive approach that focuses on investment issues, legal and accounting concerns, lifestyle considerations and philanthropic interests.
John grew up in Atlanta and attended The Westminster Schools. He and his wife, Erika, have three children. In addition to time with family, John is an avid student of history and politics and enjoys running, swimming, gardening and baseball.
ABOUT DR. MARY GRESHAM
Dr. Mary Gresham is a psychologist who has been in practice in Atlanta for 25 years. She has both a traditional clinical practice and a consulting practice in financial psychology. She earned her degrees in psychology from Tulane, Emory and Georgia State Universities. Dr.Gresham has been interested in the psychology of money for many years and has given numerous workshops and presentations across the country on related topics both to mental health professionals and financial professionals. She is particularly interested in the topic of women and money. She is often interviewed by the media, including the WSJ, the NY Times, Money magazine and O magazine.
She is active in and belongs to the Georgia Psychological Association, the American Psychological Association, the Financial Therapy Association, the Financial Planning Association and the Purposeful Planning Institute.
For more information about her work go to her websites:
ABOUT A. KEL LONG, III, Esq.
A. Kel Long, III, Esq is a partner at Hendrick, Rascoe, Zitron & Long, LLP, an estate planning law firm in Atlanta Georgia. Kel has been practicing law for over 25 years and specializes in the following practice areas:
- Estate Planning
- Wills, Trusts and Probate
- Estate Tax Reduction
- Estate Freeze Techniques
- Tax Planning
- Business Succession and Reorganization
- Corporate Law
- Buy-Sell Arrangements
- Charitable Planning
- Tax Controversies
- Settlement/Special Needs Trusts
ABOUT GASLOWITZ FRANKEL, LLC:
Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.
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