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Episode 102 – Purpose of Money

Subject – Philanthropic Goals and True Purpose

In this episode Sarah Siedentopf, estate planner and probate attorney, and I discuss philanthropic goals, setting up a foundation and purpose. Sarah’s office is located in Brookhaven/Buckhead area of Atlanta. Sarah specializes in making estate planning and probate as easy as possible. We strive to provide a concierge experience through traditional office visits, video conferencing, and for those client’s who can’t drive, visits to hospitals and assisted living centers.

We focus on people and relationships throughout the process and understand just how deeply these matters affect you.


Highlights

  1. How is a foundation formed?
  2. Examples of two Georgia foundations with different missions.
  3. Why should a Foundation have a purpose?

    Interested in contacting one of us, to discuss further?


Sarah Siedentopf

sarah@atlantalegalremedy.com

www.atlantalegalrememdy.com

404 - 736 - 6066

Robroy Wiley

robroy@smartplaninvesting.com

www.smartplanfinancial.com

770 - 450 - 6625

Sarah opened her office in Atlanta in 2012 and has been representing clients here ever since. She attended law school at the University of Tennessee College of Law, graduating in 2009. Before moving to Georgia, she practiced in Northern Virginia and, although she loved her time there, she was thrilled to be able to move back to the South because it is home. She is currently licensed to practice law in Georgia and Tennessee.

Sarah is particularly passionate about helping individuals and families with estate planning, elder law needs, probate, will contests, and guardianship/conservatorship issues. She has had great success at trial and loves meeting clients and helping them through difficult times in their lives.

Sarah understands how important it to maintain communication with her clients and wants to ensure clients are always informed about what is happening in their cases. She recognizes that clients are entrusting her with a very significant part of their lives and need to stay involved with the process.

Sarah volunteers in several different capacities. She is on the Atlanta University of Tennessee System Board. She is also active as a committee member in the Georgia Association for Women Lawyers. She is the former clerk of Phi Alpha Delta’s Atlanta Alumni Chapter and continues to be an active member. Sarah is also thrilled to be a new member of the Brookhaven Chamber of Commerce.

Outside of the office, Sarah loves to read and you can usually catch her with a book from a library sale or used book store because older books have more character.
Jurisdictions
Sarah is licensed to practice law in both Georgia and Tennessee. This works to the advantage of clients, particularly if a matter crosses state lines and requires a lawyer licensed in both jurisdictions.

Robroy Wiley

Robroy Wiley, Investor Coach SmartPlan Financial.com

Robroy, Investor Coach also known as, ‘Defeater of Money Demons’ in some social circles, knows that success is achieved not by default but by design.

That money should be seen as a tool to help us achieve our goals and dreams. That old expression, ” Money can’t buy happiness” rings true even today. Robroy’s own family legacy has had to reset how they think about money and wealth.
A family, whose history of money and wealth dates back to the Gilded Age. Where past generations squandered and nurtured the wealth legacy that had been entrusted to them. Robroy was exposed to the good and bad sides of wealth.

He is the Founder of StoryWill. StoryWill which celebrates life, purpose, and legacy allows for a person to share their story.
Please feel free to email robroy@smartplaninvesting.com

Robroy Wiley – who has written posts on Financial Communicator.


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