The Complete Guide to
Estate & Financial Planning
in Turbulent Times
The Questions Consumers Are Asking
With Answers from
America's Top Attorneys and Financial Advisors
WHEN IT COMES TO FINANCIAL AND ESTATE PLANNING,
YOU WANT THE BEST PROFESSIONAL ADVICE YOU CAN FIND.
IT'S IN THIS BOOK!
Here are just some of the things you'll learn:
- How can you best prepare for the planning process?
- What is the difference between a trust and a will? Does it matter?
- How can you provide for your special needs child or grandchild?
- How do you determine risk tolerances in your investing?
- Is there a way to tie inheritance to incentives?
- How can you benefit the causes you care about in your financial and estate planning?
- How can you protect assets during life, and keep them protected when they pass to your loved ones?
- Is it true that estate taxes can be completely eliminated, regardless of estate size?
- How do you pass on the family business when some of your children are working in the business, and some are not?
- When is insurance an important consideration in your estate plan?
- How do your IRAs and qualified retirement plans integrate with your estate plan?
And much more!
FOR A COPY OF THIS BOOK,
CONTACT THE CONTRIBUTING AUTHOR NEAREST YOU
(LISTED ALPHABETICALLY BY LAST NAME)
Robert M. Birgen
Bob is a principal with Abridge Partners, LLC in Diamond Bar, California and has 30 years experience addressing tax and financial problems for his clients. He began his career as a CPA, working at Ernst & Whitney from 1980 to 1987, and then established his own wealth management business.
Bob serves on the steering committee for the Estate Planning Section of the California Society of CPAs. His articles have been published in the Journal of Accountancy and Los Angeles Business Journal, and he has been quoted as a financial expert in the Los Angeles Times. His interview on Forbes Radio aired as part of the "Business Ethics – 2004 Investment Guide" in the American Airlines Business Report in January 2004. He was also a presenter at the 2001 USC Tax Institute.
Bob graduated magna cum laude from California State Polytechnic University, Pomona. He earned the Certified Investment Management Analyst designation from the Wharton School of Business. He is a Certified Financial Planner® and holds the American Institute of CPAs Personal Financial Specialist designation.
Bob lives in San Dimas with his wife and four doting daughters.
Contact Information
Robert M. Birgen, CPA, CFP, CIMA
Abridge Partners, LLC
21700 E. Copley Drive
Suite 120
Diamond Bar, CA 91765
Phone: (909) 860-9992
E-Mail: rbirgen@abridgepartnersllc.com
Website: www.abridgepartnersllc.com
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Walt Dallas
Walt grew up in Jackson, Mississippi, graduating as Mr. Callaway in 1977, afterwards earning a Bachelors of Professional Accountancy from Mississippi State University in 1981. Walt graduated from Ole Miss in 1983 with a law degree and from Southern Methodist University in 1984 with a Masters of Laws in Taxation.
Walt has been helping clients for over 25 years. Walt is an entrepreneurial attorney with diverse and valuable business interests, which allows an unusually keen understanding of high net worth clients.
Walt is a member of the Mississippi Bar (Business Law, Estates and Trusts and Taxation Sections), Hinds County Bar Association, Mississippi Financial Planning Association (past President and At Large Board Member), National Academy of Elder Law Attorneys, Estate Planning Council of Mississippi, National Association of Estate Planners & Councils, National Association of Insurance and Financial Advisors, Wealth Counsel, Advisory Board MSU Insurance Department, and InKnowVision, a national wealth planning firm, and was named to the 2008 Honor Roll of the Mississippi Association of Insurance and Financial Advisors.
Contact Information
Walt Dallas, Esq. J.D., LL.M. (taxation)
T. Walton Dallas, P.A.
Attorneys at Law
Estate Planning 123
130 Riverview Drive, Suite A
Flowood, MS 39232-8921
Phone: 601-209-8327
Fax: 800-861-1498
Email: wdallas@estateplanning123.com
Website: www.estateplanning123.com
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Michael A. Flanagan
Mike is a financial entrepreneur who helped develop a consortium of professionals dedicated to solving complex business and financial problems for families. He received his training and education from the American College, Bryn Mawr, PA and the University of North Carolina in Chapel Hill, NC. Over the last 30 years he has worked with some of the largest operators in the agriculture, poultry, restaurant, and construction industry. In recent years, he has brought sophisticated tools and techniques to the sports and medical services professions.
In the past he and/or his firm have been featured in Time, Inc. and Wealth Advisors periodicals as a leader in his field. He has been a member of AALU, which is one of the largest lobbying groups in Washington, DC that advises members of the government on sensitive tax and legal issues.
Prior to becoming a financial entrepreneur, Mike played professional baseball with the Houston Astros organization. Mike resides in Chesapeake City, MD and has been married to his wife (Norma) for 45 years. They have two children (Kellie and Mike Jr.) who have both been in the family business over the last 20 years.
Contact Information
Michael A. Flanagan, CFP, ChFC
Abridge Partners, LLC
6 Crawford Street
Middletown, DE 19709
Phone: 302-378-1882
Fax: 302-378-1835
Email: kpulgini@abridgepartnersllc.com
Website: www.abridgepartnersllc.com
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Randy Fox and Scott Hamilton
Randy and Scott are the founders of InKnowVision, a national consulting firm to professional advisors.
We use an unbiased fee-based team approach to design and deliver estate tax, income tax and wealth transfer solutions for high net worth families. We work as a strategic outsource with attorneys, financial professionals, insurance advisors and CPAs throughout the country.
We have developed a unique approach to working with affluent families that is easily learned by successful advisors. We also have designed proprietary design and presentation software that allows the integration of multiple strategies with varying assumptions, resulting in an excellent and compelling presentation tool for successfully engaging the affluent.
Recently, we worked with one of the leading experts in the country to develop a special niche for working with collectors and their collectibles. We have created special tools and processes to help advisors deliver succession expertise to the owners of all sorts of collections.
Our ultimate goal is to collaborate with our advisors to deliver the highest level of expertise and service possible so that the planning they do with their clients is successfully implemented.
Contact Information
InKnowVision
1111 South Washington Street
Naperville, IL 60540
Phone: 630-596-5090
Website: www.inknowvision.com
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David M. Frisse
David, a native of Highland, Illinois, is a graduate of Notre Dame University and the St. Louis University School of Law. He served as head of the Tax Litigation Division in the Illinois Attorney General's Office before entering private practice in Illinois in 1979. In 1994 David founded Frisse & Brewster Law Offices, LLC in Paris, Illinois and Terre Haute, Indiana.
David's focus is on business and estate planning. He is a member of the National Network of Estate Planning Attorneys, Illinois and Indiana Bar Associations, a founder of the Estate Planning Council of Central Illiana, Inc., and a contributing author of Love, Money, Control: Reinventing Estate Planning. David is also the creator of "Pilgrim Planning Systems" which offers motivational, charitable giving, and leadership programs to religious, community, professional, and not for profit organizations. He is considered a local expert in Napoleonic history and plays a mean blues guitar. His affiliations, activities, continuing education, and leadership roles, both in his profession and within his community, are considerable. David and his wife, Doris, reside in Paris, Illinois.
Contact Information
David M. Frisse, Esq.
Frisse & Brewster Law Offices
307 W. Wood Street
Paris, IL 61944
Phone: (217) 465-1234
Fax: (217) 463-4005
E-Mail: dave@frisselaw.com
2901 Ohio Blvd., Ste. 275
Terre Haute, IN 47802
Phone: (812) 234-2777
Fax: (812) 232-1209
Website: www.frissebrewsterlaw.com
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Michael V. Glowacki
Michael is founder and President of The Glowacki Group, a fee-only wealth management firm based in Los Angeles. He has over thirty years of financial, investment, and tax planning experience. He has been a Certified Public Accountant with Grant Thornton, the fifth largest national accounting firm in the U.S., CFO for a real estate company, and has run family offices for a number of wealthy families. In 1993 he became one of the first Certified Financial Planners.
His experience and education has made him uniquely qualified to provide comprehensive wealth management to high net worth families and individuals. Michael is also a Certified Life Coach and created the Capital Confidant Approach, which integrates coaching and financial advising. As a financial coach, Michael asks his clients relevant questions which enable him to better understand their intent and to provide tailored planning for their wealth management.
Michael has written articles for Worth magazine and has been frequently recognized by Worth as one of the nation's 100 most exclusive wealth advisors, and by Wealth Manager magazine as one of the top 60 wealth managers in the nation. He earned his Master of Business Taxation from USC. Michael and his wife Sheryl live in Santa Monica, California.
Contact Information
Michael V. Glowacki, CPA, CFP, MBT
The Glowacki Group, LLC
11400 West Olympic Boulevard
Suite 1500
Los Angeles, California 90064
Phone: 310-473-0100
E-Mail: mg@glowackigroup.com
Website: www.glowackigroup.com
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Suzanne M. Graves
Suzanne is a lifetime resident of the Inland Empire. She was born in Upland, California. Suzanne graduated from Whittier College of Law in 1986 and began practicing law in 1987. Suzanne opened her own practice in Upland in 1995, and began focusing her practice solely on estate and business planning. She became a certified specialist with the State Bar of California in estate planning, trust, and probate law in 2001.
Suzanne is a member of the National Network of Estate Planning Attorneys and InKnowVision, a national wealth protection group representing some of the wealthiest families in America. Suzanne advises business owners and individuals in the areas of estate, tax, charitable, elder law, and business planning. She is also a contributing author of Strictly Business: Planning Strategies for Privately Owned Businesses; and Love, Money and Control: Reinventing Estate Planning.
Suzanne lives in the city of Upland with her three children, Stephen, Kyle, and Brandon.Suzanne would like to dedicate this book to her mother, Gloria Thompson, who has always been there for her throughout her life with her strength, courage, and motherly advice.
Contact Information
Suzanne M. Graves
Law Offices of Suzanne M. Graves, Inc.
1317 W. Foothill Blvd., Suite 245
Upland, California 91786
Phone: (909) 981-6177
Fax: (909) 981-8859
E-Mail: SGraves@SuzanneGraves.com
Website: www.SuzanneGraves.com
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Frank W. Heers
Frank received his Doctor of Jurisprudence (J.D.), from Hamline University School of Law, Saint Paul, Minnesota, in 1989 where he served as an editor on The Law Review. He received his Bachelor of Arts (B.A., Psychology) at Hamline University in 1986. He is a member of the Minnesota Bar Association and a Real Property, Probate & Trust Law section member. He is authorized to practice before the Internal Revenue Service and appear in all courts in Minnesota.
Frank has been in private practice for nearly twenty years. He concentrates his practice in trusts and estates, business succession and asset protection, and related tax planning. Frank is also a nationally known attorney in the area of cabin and recreational property planning.
Frank started Heers & Heers Attorneys at Law with his sister Barbara A. Heers in 1991. Attorney David P. Salter joined the firm in 1995. In addition to Minnesota, Barbara is also admitted to practice in California. The firm is committed to clients at all stages of the planning process – through initial consultation, plan design, formal execution of legal documents, plan implementation, and dedicated client service.
Frank is married with two children and lives in Minneapolis. Frank enjoys skiing, trout fishing in the streams of southeastern Minnesota, and hunting deer and pheasants on his farm near Rushford, Minnesota.
Contact Information
Frank W. Heers, J.D.
Attorney at Law
Heers & Heers
1450 Frankson Avenue
Saint Paul, MN 55108
E-Mail: heerslaw@comcast.net
Website: www.selfsettledtrusts.com
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Doug Hostetler
Doug has been in practice for over 30 years and is the founding member of Hostetler & Church, LLC – a family wealth counseling firm. Doug helps high net worth families steward their wealth. He is a contributing author of 21st Century Wealth, Wealth Enhancement & Preservation, Ways & Means, and Getting to the Heart of the Matter.
Doug is a graduate of the Pennsylvania State University. He is an active member in the Baltimore Estate Planning Council, the International Association of Advisors for Philanthropy, the Financial Planning Association (FPA), the Society of Financial Service Professionals (SFSP), and the American Association of Life Underwriters (AALU). He is a past member of the International Speakers Platform Association, The Esperti Peterson Institute, The Donor Motivation Program, and The Legacy Coaching Network. He also served on non-profit boards for the Howard Community College Foundation, the Johns Hopkins Howard Hospital Foundation, the Columbia Foundation Professional Advisory Committee, the Chimes, Inc., the Hoss Foundation, and the boards of several private family foundations.
Contact Information
N. Douglas Hostetler, CFP, ChFC, CLU
Hostetler & Church, LLC
6030 Daybreak Circle
Suite A150\106
Clarksville, MD 21029
Phone: (443) 864-4589
E-Mail: dhostetler@hostetlerchurchllc.com
Website: www.hostetlerchurchllc.com
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James D. Howard
Dr. Howard is a founding principal with Abridge Partners, LLC in Spokane, WA. He attended Stanford University, Westmont College, and Idaho State University prior to obtaining his PhD from the University of Arizona. Dr. Howard began his wealth management practice in Spokane in 1987. Since that time he has completed his Certified Financial Planner® and Accredited Estate Planner® designations.
Dr. Howard is a current member and Past President of the Spokane Estate Planning Council. He is a founding member and current Program Chair of the Inland Northwest Planned Giving Council. He is also a member of the Financial Planning Association, the National Association of Insurance and Financial Advisors, the Association of Advanced Life Underwriters, and the National Association of Estate Planners and Councils. He lives in Spokane, WA with his wife and two sons.
Contact Information
James D. Howard, PhD, CFP®, AEP®
Abridge Partners, LLC
421 W Riverside Ave
Suite 1700
Spokane, WA 99201
Phone: (509) 747-5101
Fax: (509) 777-0352
E-Mail: jhoward@abridgepartnersllc.com
Website: www.abridgepartnersllc.com
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Jimmie L. Joe
Jimmie practices in Los Angeles and Orange County, California, where he is a Board Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He graduated from the University of Southern California with a Bachelor of Science in Accounting and earned distinguished membership in Beta Alpha Psi for scholastic achievement in the study of accounting. After graduation, he became a CPA and worked for KPMG Peat Marwick and what was then Price Waterhouse before becoming an attorney. Jimmie received his law degree from Southwestern University, where he earned the Excellent Achievement Award for his study in Informal Systems of Order.
Jimmie's practice is focused on estate planning, tax planning, asset protection planning, business planning, and charitable planning. He assists clients with everything from basic foundational estate planning needs to more complex wealth transfer, tax, and asset protection planning needs. He also collaborates with other experts nationwide in planning for affluent individuals and families. He is a member of WealthCounsel, a national organization of estate planning attorneys, and is a Laureate in Wealth Strategies at the Southern California Institute, a wealth planning collaborative of distinguished professionals who share cutting edge strategies and techniques for serving high net worth individuals and families.
Jimmie is married, and he and his lovely wife have two delightful children.
Contact Information
Law Offices of Jimmie L. Joe,
A Professional Law Corporation
17700 Castleton Street, Suite 358
City of Industry, California 91748
Telephone: (626) 839-8980
Facsimile: (626) 839-8981
E-Mail: Info@TheEstatePlanningLawyer.com
4695 MacArthur Court, Suite 1100
Newport Beach, California 92660
Telephone: (949) 798-6235
Facsimile: (949) 798-5501
Website: www.TheEstatePlanningLawyer.com
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David Kerr
David has been a resident of Mount Pleasant, Michigan, since 1965. He graduated from Hillsdale College, with a Bachelor's Degree in history and political science, with additional emphasis in business and psychology. David was President of his undergraduate fraternity as a sophomore, and President of the Inter-Fraternity Council as a senior. He received his Juris Doctor Law Degree from the University of Michigan in 1965, where he was the President of his legal fraternity and took the Estate Planning Seminar as the field of estate planning was just developing.
David has been assisting clients with their estate planning needs for over forty-five years. He did so in private practice until 1971, when he became General Counsel for Central Michigan University. There, he wrote and taught the University's first estate planning course as a graduate course. He returned to private practice in 1983. As a member of the National Network of Estate Planning Attorneys, he has assisted clients in all areas of estate planning, long-term care Medicaid Planning, Business Exit Planning, trust and estate settlement, and trust and estate litigation.
He is one of Deans of the National Network's Advanced Planning Program. He is a recognized author and speaker, having taught for the Practicing Law Institute, Institute of Continuing Legal Education, InKnowVision, the National Network of Estate Planning Attorneys, the Michigan Forum of Estate Planning Attorneys, and others. David became a widower in 1982, and is remarried to Karen, with three step-children.
Contact Information
J. David Kerr, Esq.
Kerr Law Firm, PLLC
205 South Main Street
Mount Pleasant, Michigan 48858
Phone: 989-773-7071
Fax: 989-772-0232
E-Mail: estate-plan@lawyer.com
Website: www.plan-center.com
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Bradley R. Konopaske and Paul S. Paska
Brad and Paul are known for their unique approach to wealth management. Brad and Paul are dedicated to working with individuals, families, and business owners in accumulating, protecting, and transferring their wealth in a manner consistent with the client's personal philosophy.
Brad and Paul have been assisting clients for over 24 years in the areas of financial planning, investment management, risk management, and estate/legacy planning. They practice and serve families and businesses in New York, Florida, and throughout the country.
Contact Information
Bradley R. Konopaske, CFP
Paul S. Paska, LUTCF
Legacy by Design, LLC
Empire Asset Management Group, LLC
5 Clinton Square
Albany, NY 12207
Phone: (518) 465-6447
E-Mail: brad@empireasset.com; paul@empireasset.com
Website: www.empireasset.com
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Tony Madonia
Tony is Founder and President of Anthony J. Madonia & Associates, Ltd., a law firm located in the Willis Tower in downtown Chicago, Illinois. Tony Madonia is an Attorney and Certified Public Accountant who concentrates his practice in the areas of Estate Planning and Administration, Business Planning, Wealth Counseling, Corporate Law, and Taxation.
Mr. Madonia has a Bachelor of Arts degree in Accounting from the University of Illinois, and a Juris Doctorate from John Marshall Law School. He teaches Estates & Trusts and Estate Planning and Drafting as an adjunct Professor at John Marshall Law School. He is a member of the American Bar Association and the American Association of Attorney-CPAs. He serves as Chairman of the Asset Protection Planning Committee of the Chicago Bar Association, participates on the Planned Giving Committee and the Board of Advisers of Catholic Charities of Chicago. He is a member of the Justinian Society of Lawyers, is currently the Incoming President of the Chicago Financial District chapter of Rotary International, and the Treasurer and Board member of Le Ballet Petit, a not for profit dance studio. He has also co-authored Generations: Planning your Legacy; Midas Managers: How Every Business They Touch Turns to Gold; and The Complete Guide to Estate & Financial Planning in Turbulent Times.
Tony is married for 25 years to his wife Jenny. They have two sons and one daughter. He has also hosted a Rotary Foreign Exchange student from Ecuador for one year.
Contact Information
Anthony J. Madonia, Esq.
Anthony J. Madonia & Associates, Ltd.
233 S. Wacker Drive, Suite 6825
Chicago, Illinois 60606
Phone: (312) 578-9300
Fax: (312) 578-9303
E-Mail: tony@madonia.com
Website: www.madonia.com
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Bret A. Overdorf, CPA, CFP and Scot W. Overdorf, JD, CPA
Bret and Scott were born and raised in rural Indiana. At an early age, we were given the entrepreneurial spirit from our parents. Our father, Richard, was raised on a farm. He graduated from Ball State University Teachers College, Muncie, Indiana and taught high school from many years, before becoming a life insurance agent. Dad's success grew so rapidly that he soon left teaching and started his own insurance agency. Shortly thereafter, our mother, Rita, became the office manager and kept the business running like a "well-oiled" machine.
From an early age, we were brought into the business, beginning with janitorial duties and eventually becoming licensed life and health insurance agents. We were taught the fundamental values of hard work, integrity, fairness and faith. A true visionary, Dad developed the concept of "one stop" advising, where a client could travel to one location and meet with independent advisors in the insurance, financial, accounting and legal professions. Initially, Dad and Mom's companies handled the insurance and investment services. Over time, Bret began a business to provide tax and business planning services and Scot started a separate law office to provide legal services. Looking back, we often wonder whether this was by coincidence, or by our parents' secret design. We think it is the latter, but to date they have remained quiet. Mom has since retired and enjoys assisting with her charitable causes. At 74, Dad is still actively engaged in his companies, although at a gentler pace.
We are truly blessed to have had the fortune of their nurturing and guidance over the years.
Contact Information
Bret A. Overdorf, CPA, CFP
Bret A. Overdorf, CPA, PC
5952 Alexandria Pike
Anderson, IN 46012
Phone: 765-642-9997
Fax: 765-642-8966
E-Mail: bret@overdorf.net
Scot W. Overdorf, JD, CPA
Law Offices of Scot W. Overdorf, P.C.
5913 Camelback Court
Indianapolis, IN 46250
Phone: 317-845-5444
Fax: 317-845-5443
E-Mail: overdorf@comcast.net
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Peter B. Scott, J.D., LL.M. (Tax), CFP®
Joel R. Keeth, J.D., LL.M. (Tax)
Peter is a partner with the Keeth-Scott Law Group, P.C. in Denver, Colorado, and Loveland, Colorado. He has been engaged in the active practice of law for over thirty-five years. Peter works with successful business owners and families in helping them preserve and protect that which they have worked so hard to accumulate throughout their lives. He helps people capture the purpose, meaning, and significance of their lives through a unique process of counseling and planning.
Joel is a partner with the Keeth-Scott Law Group, P.C. in Denver, Colorado. He works with families, helping them navigate the often confusing and difficult process of planning for themselves and their loved ones in the event of disability or death. He believes that the most important part of the counseling process is listening to the client to learn about them and their family.
Peter and Joel are nationally recognized instructors, having taught continuing education courses in the areas of estate and business planning for attorneys, financial advisors, insurance professionals, and CPAs. They are members of the National Network of Estate Planning Attorneys and Wealth Counsel.
Contact Information
Peter B. Scott, J.D., LL.M. (tax)
Joel Keeth, J.D., LL.M. (tax)
Keeth-Scott Law Group, P.C.
E-Mail: peter@keeth-scott.com; joel@keeth-scott.com
Website: www.keeth-scott.com
Denver Office
1120 Lincoln Street, Suite 1511
Denver, Colorado 80203
Phone: (303) 914-1111
Fax: (720) 889-9279
Loveland Office
1624 Topaz Drive
Loveland, Colorado 80537
Phone: (970) 663-5206
Fax: (970) 612-1235
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Richard J. Shapiro
Richard is a Middletown, New York native and returned to Orange County in 1992 after beginning his legal career at a large Washington, D.C. law firm. He graduated from Cornell University in 1985 with a Bachelor of Science in Communication Arts, where he was selected to the Ho-Nun-De-Kah College of Agriculture and Life Sciences honor society. Richard received his law degree from the University of Pennsylvania Law School in 1988.
Richard is a partner in Blustein, Shapiro, Rich & Barone, LLP, one of the largest law firms in New York's Hudson Valley.
Since 1999 he has been a member of the National Network of Estate Planning Attorneys, and his other professional affiliations include the National Academy of Elder Law Attorneys, the Hudson Valley Estate Planning Council, and InKnowVision, a national wealth protection group representing some of the wealthiest families in America. Richard is active in community affairs, serving for over a decade on the Orange Regional Medical Center Board of Directors, including a stint as Board Chair. He resides in Goshen with his wife, Terri, and two children.
Contact Information
Richard J. Shapiro, Esq.
Blustein, Shapiro, Rich & Barone, LLP
10 Matthews Street
Goshen, NY 10924
Phone: 845-291-0011
Fax: 845-291-0021
E-Mail: rshapiro@mid-hudsonlaw.com
Website: www.mid-hudsonlaw.com
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Andrew C. Sigerson
Andrew is a lifetime resident of Omaha, Nebraska. He graduated from the University of Nebraska at Lincoln in 1993 with a Bachelor of Science in Business Administration, concentrating in Economics, and was elected Student Body President/Student Regent in 1992. Andrew received his Law Degree from the University Of Nebraska College Of Law in 1996, where he was a member of Moot Court.
Andrew has been assisting clients with their estate planning needs for over thirteen years. As a member of the National Network of Estate Planning Attorneys, he has assisted clients from their basic needs to the more advanced stages of wealth transfer and asset protection. In addition, he is a founder and owner of Legacy Design Strategies, L.L.C., a national wealth planning firm. He is also a member of InKnowVision, a national wealth protection group representing some of the wealthiest families in America. Andrew and his wife, Chrystal, have four children.
Contact Information
Andrew C. Sigerson, Esq.
Legacy Design Strategies
13750 Millard Avenue, Suite 200
Omaha, NE 68137
Phone: 402-505-5400
Fax: 402-505-5406
E-Mail: andrew@ldstrategies.com
Website: www.ldstrategies.com
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Ronald E. Stutes
A seventh-generation Louisianan, Ronald E. Stutes has a counseling-oriented estate planning law practice in Baton Rouge, Louisiana. He received his Juris Doctor (law) degree from the Paul M. Hebert Law Center at Louisiana State University in Baton Rouge. In addition to his law degree, he holds undergraduate degrees in mathematics and English from the University of Louisiana at Lafayette, and advanced degrees in business administration, finance, and theatre from Louisiana State University.
In addition to his private practice, Mr. Stutes serves the Louisiana State Legislature during legislative sessions as an attorney in the Legislative Bureau, which is charged with the responsibility of reviewing all proposed legislation after it is reported out of the thirty-three standing committees. He is a former participant in the United States Olympic Trials in track and field, and member of the Screen Actors Guild.
Mr. Stutes is a member of the National Network of Estate Planning Attorneys, the International Association of Advisors in Philanthropy, and the Planned Giving Council of Greater Baton Rouge, as well as a fellow of the Legacy Builder Institute, and a collaborator with the Purposeful Planning Collaboration.
Contact Information
Ronald E. Stutes
The Stutes Law Group, LLC
2900 Westfork Drive, Suite 200
Baton Rouge, LA 70827
Phone: (225) 295-5654
Fax: (225) 302-8699
Email: stuteslawgroup@aol.com
Website: www.stuteslawgroup.com
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Joel S. Williams
Joel is a southern Louisiana native and was taught the value of family, finances, and hard work as a natural part of his rural Cajun heritage. His desire for knowledge and experience led him to obtain economic degrees from L.S.U. and Purdue with a doctorate from the University of Florida. An avid bow hunter, Joel admits that his outdoor passion mirrors the patience, experience, knowledge, and research that has charted his firm's success with business owners and individuals of significant wealth and inherited estates.
Joel's unique philosophy on the economy, investing, and wealth planning is based on the teachings of Adam Smith. The JSW team approach is efficient and effective, yet it is quite often contrary to the popular press of the financial community. The backbone of the company's practice is the strong service-oriented relationship created with each client.
Prior to becoming a CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst, Joel was an Economics professor at Virginia Tech. He is a contributing author of the book Wealth: Enhancement and Preservation and is a member of Advisors in Philanthropy, InKnowVision, and Midas Nation.
Joel's real wealth is his two lovely daughters and beautiful wife, BJ.
Contact Information
Joel S. Williams, President
Joel S. Williams | An Alliance of Wealth Advisors
1995 South Main St., Suite 903
Blacksburg, VA 24060
Toll Free: 888-553-2211
Local: 540-961-6706
Fax: 540-961-6910
E-Mail: info@joelswilliams.com
Website: www.joelswilliams.com
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