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Atlanta Estate Planning Experts

Shane Smith

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Atlanta Estate Planning Experts
Atlanta Estate Planning Experts

Atlanta Estate Planning Experts

Shane Smith

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About Us

http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and Best Selling Author Shane Smith shares expert advice on how to Protect Your Family, Your Assets, and Your Peace of Mind

Latest Episodes

Ni’cola Mitchell Business Owner

Striving to inject her unique flair into the realm of contemporary fiction, Award-Winning, Best-Selling author and blogger, Ni’cola Mitchell enter the literary scene with one main objective: To Stimulate Your Mind, One Word at a Time. Through her independent publishing company NCM Publishing, Ni’cola published numerous titles which have been featured on various best-selling lists throughout the country. Much of her work revolves around complex relationship issues and Mitchell’s compulsive desire to see women overcome challenges. Originally from Kingston, Jamaica, she currently resides in North Las Vegas, Nevada with her two daughters Destani and Diamond. Ni’cola is also the CFO of Obsessive Soul Media and Co-Founder of the Baltimore Urban Book Festival. She sits on the board of the Miss Black Collegiate USA Scholarship Pageant, and manages the pageants Author Pavilion. She is also a primary panel member for the State of Black Parent Conference. Ni’cola is also the Celebrity Bra...

18 MIN2015 JUL 29
Comments
Ni’cola Mitchell Business Owner

Justin McClane

Managing Partner Duart Mull: Responsible for overseeing the investment of funds held in trust by Duart Mull. Duties include evaluating new investment opportunities, overseeing the outside fund managers, directly managing the firm’s private equity placements, enhancing the enterprise value of portfolio companies through active strategic leadership and fostering relationships. Concurrent with this position, serve as Executive Chairman of Endeavor and on the Boards of Directors for several private U.S. companies.

16 MIN2015 JUL 22
Comments
Justin McClane

Randy Brunson Estate Planning Interview

Business/Personal CFO For Company Owners Centurion Advisory Group Responsible for Business Development, Setting Direction for the Firm's Growth, Overall Client and Staff Loyalty, and Shareholder Profitability

19 MIN2015 JUL 16
Comments
Randy Brunson Estate Planning Interview

Dr. Nzinga Harrison, Grief Expert Estate Planning Interview

http://www.nzingaharrisonmd.com/ A well-respected physician, administrator and educator, Dr. Harrison is an expert dedicated to providing education and support to the public, allied health professionals, physicians and healthcare organizations.

16 MIN2015 JUL 9
Comments
Dr. Nzinga Harrison, Grief Expert Estate Planning Interview

Estate Planning Interview with Wiser Wealth Management

Casey Tyler Smith, Investment Advisor Representative President – Principal Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.” Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marie...

30 MIN2015 JUL 2
Comments
Estate Planning Interview with Wiser Wealth Management

Estate Planning Interview with Dan Lucas

As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations. In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts). He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology & pharmaceutical company, just to name a few. Dan has worked with technology se...

14 MIN2015 JUN 18
Comments
Estate Planning Interview with Dan Lucas

Estate Planning Interview with Jason Lina

Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College. He is a member of the Financial Planning Association and the Atlanta Society of Finance and Investment Professionals. Jason is a 2014 graduate of Leadership Sandy Springs and presently serves on the Leadership Sandy Springs Board. He also serves on the board of the Dartmouth Tuck Club of Georgia and the AdviceIQ board of advisors. How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their three children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team and he remains an avid...

17 MIN2015 JUN 4
Comments
Estate Planning Interview with Jason Lina

Estate Planning Interview with Cortnay Bazemore

Courtnay Bazemore has over 20 years of experience in individual tax compliance and planning, estate planning, family partnerships and trusts and estates. She also advises individuals in the complex areas of executive compensation and philanthropic strategies. Courtnay'‚s Windham Brannon clients include high net-worth individuals as well as corporate executives.

16 MIN2015 MAY 27
Comments
Estate Planning Interview with Cortnay Bazemore

Interview with Mark DiGiovanni

Mark DiGiovanni grew up in Rochester, NY, the son of a firefighter and a homemaker. After graduating from SUNY, Oswego in 1975, Mark moved to Athens, GA to begin his first career as a teacher. Mark met his future wife in 1978, fellow teacher and Georgia native, Beth Rainwater. They married in 1983 and moved to Atlanta, and Mark began his career in financial services. During the 1980's, Mark completed his MBA at Kennesaw State University and passed the CPA exam. Mark and Beth ended the decade with the birth of daughter Mara. Mark started Marathon Financial Strategies in 1995. Mark began running in 1969, so the 'Marathon' name was a natural choice. The name serves as a reminder that achieving worthwhile goals requires the same persistence and discipline as running a marathon. In addition to starting his business during the 1990's, Mark earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Mark also served in 2002 as President of the Georg...

15 MIN2015 MAY 20
Comments
Interview with Mark DiGiovanni

Estate Planning Interview with Terri Lawson

Terri Lawson is a member of the tax department specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements. Terri joined the firm after graduation in 1988 as a junior staff and has more than twenty years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. Client assistance is also provided in the areas of tax, estate, gift, succession and divorce planning. She is also responsible for training and supervising staff accountants on tax engagements.

14 MIN2015 MAY 13
Comments
Estate Planning Interview with Terri Lawson

Latest Episodes

Ni’cola Mitchell Business Owner

Striving to inject her unique flair into the realm of contemporary fiction, Award-Winning, Best-Selling author and blogger, Ni’cola Mitchell enter the literary scene with one main objective: To Stimulate Your Mind, One Word at a Time. Through her independent publishing company NCM Publishing, Ni’cola published numerous titles which have been featured on various best-selling lists throughout the country. Much of her work revolves around complex relationship issues and Mitchell’s compulsive desire to see women overcome challenges. Originally from Kingston, Jamaica, she currently resides in North Las Vegas, Nevada with her two daughters Destani and Diamond. Ni’cola is also the CFO of Obsessive Soul Media and Co-Founder of the Baltimore Urban Book Festival. She sits on the board of the Miss Black Collegiate USA Scholarship Pageant, and manages the pageants Author Pavilion. She is also a primary panel member for the State of Black Parent Conference. Ni’cola is also the Celebrity Bra...

18 MIN2015 JUL 29
Comments
Ni’cola Mitchell Business Owner

Justin McClane

Managing Partner Duart Mull: Responsible for overseeing the investment of funds held in trust by Duart Mull. Duties include evaluating new investment opportunities, overseeing the outside fund managers, directly managing the firm’s private equity placements, enhancing the enterprise value of portfolio companies through active strategic leadership and fostering relationships. Concurrent with this position, serve as Executive Chairman of Endeavor and on the Boards of Directors for several private U.S. companies.

16 MIN2015 JUL 22
Comments
Justin McClane

Randy Brunson Estate Planning Interview

Business/Personal CFO For Company Owners Centurion Advisory Group Responsible for Business Development, Setting Direction for the Firm's Growth, Overall Client and Staff Loyalty, and Shareholder Profitability

19 MIN2015 JUL 16
Comments
Randy Brunson Estate Planning Interview

Dr. Nzinga Harrison, Grief Expert Estate Planning Interview

http://www.nzingaharrisonmd.com/ A well-respected physician, administrator and educator, Dr. Harrison is an expert dedicated to providing education and support to the public, allied health professionals, physicians and healthcare organizations.

16 MIN2015 JUL 9
Comments
Dr. Nzinga Harrison, Grief Expert Estate Planning Interview

Estate Planning Interview with Wiser Wealth Management

Casey Tyler Smith, Investment Advisor Representative President – Principal Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia. Unhappy with the traditional brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed a fee only financial services firm in June 2001, which later became Wiser Wealth Management, Inc Casey serves on the board of the Laona M. Kitchen Foundation, the Planned Giving Council of Berry College, The Berry College Campbell School of Business Executive Advisory Committee, the Berry Student Run Enterprises Advisory Board, Berry College Board of Visitors and Atlantic Southeast Airlines Airline Pilots Association (ASA ALPA) Retirement and Insurance Committee as a “401k Specialist.” Casey is a retired airline Captain and still enjoys flying and golf. He and his family live near the Marietta Square and attend the Church of The Apostles (apostles.org) in Atlanta. Casey is a member of Marie...

30 MIN2015 JUL 2
Comments
Estate Planning Interview with Wiser Wealth Management

Estate Planning Interview with Dan Lucas

As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations. In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts). He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology & pharmaceutical company, just to name a few. Dan has worked with technology se...

14 MIN2015 JUN 18
Comments
Estate Planning Interview with Dan Lucas

Estate Planning Interview with Jason Lina

Jason, originally from Chapel Hill and Southern Pines, North Carolina, is a Lead Advisor at Resource Planning Group. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER, with over 14 years of professional experience in the financial services industry. Jason earned his MBA from the Tuck School of Business at Dartmouth College, and received his undergraduate degree (BA, History) from Davidson College. He is a member of the Financial Planning Association and the Atlanta Society of Finance and Investment Professionals. Jason is a 2014 graduate of Leadership Sandy Springs and presently serves on the Leadership Sandy Springs Board. He also serves on the board of the Dartmouth Tuck Club of Georgia and the AdviceIQ board of advisors. How I Live Well : Jason and his wife, the former Jennifer Sanborn of Marietta, Georgia, live in Alpharetta with their three children. They worship at Northpoint Church. While at Davidson, Jason was captain of the varsity golf team and he remains an avid...

17 MIN2015 JUN 4
Comments
Estate Planning Interview with Jason Lina

Estate Planning Interview with Cortnay Bazemore

Courtnay Bazemore has over 20 years of experience in individual tax compliance and planning, estate planning, family partnerships and trusts and estates. She also advises individuals in the complex areas of executive compensation and philanthropic strategies. Courtnay'‚s Windham Brannon clients include high net-worth individuals as well as corporate executives.

16 MIN2015 MAY 27
Comments
Estate Planning Interview with Cortnay Bazemore

Interview with Mark DiGiovanni

Mark DiGiovanni grew up in Rochester, NY, the son of a firefighter and a homemaker. After graduating from SUNY, Oswego in 1975, Mark moved to Athens, GA to begin his first career as a teacher. Mark met his future wife in 1978, fellow teacher and Georgia native, Beth Rainwater. They married in 1983 and moved to Atlanta, and Mark began his career in financial services. During the 1980's, Mark completed his MBA at Kennesaw State University and passed the CPA exam. Mark and Beth ended the decade with the birth of daughter Mara. Mark started Marathon Financial Strategies in 1995. Mark began running in 1969, so the 'Marathon' name was a natural choice. The name serves as a reminder that achieving worthwhile goals requires the same persistence and discipline as running a marathon. In addition to starting his business during the 1990's, Mark earned the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Mark also served in 2002 as President of the Georg...

15 MIN2015 MAY 20
Comments
Interview with Mark DiGiovanni

Estate Planning Interview with Terri Lawson

Terri Lawson is a member of the tax department specializing in estate taxation and planning, fiduciary, gift, and individual income tax. She is also a Certified Divorce Financial Analyst specializing in divorce planning, cash flow analysis, settlement structuring and evaluation of divorce settlements. Terri joined the firm after graduation in 1988 as a junior staff and has more than twenty years of experience in preparing and reviewing complex tax returns for individuals, estates and trusts. Client assistance is also provided in the areas of tax, estate, gift, succession and divorce planning. She is also responsible for training and supervising staff accountants on tax engagements.

14 MIN2015 MAY 13
Comments
Estate Planning Interview with Terri Lawson