Reserve Your Seat For A FREE Estate Planning Workshop
• Does my Will protect my “stuff”? (It does not.)
• Should I upgrade my Will to a Trust?
• What do I need to know about Revocable Living Trusts?
December/January Workshops:
Thurs., Dec 19 - 11 am
Mon., Dec 23 - 12 pm (Lunch and Learn)
Mon., Dec 30 - 4 pm
Fri., Jan 3 – 4 pm
Tues., Jan 7 – 4 pm
Thurs., Jan 9 – 11 am
Wed., Jan 15 – 12 pm (Lunch and Learn)
Tues., Jan 21 – 4 pm
Thurs., Jan 23 – 11 am
Wed., Jan 29 – 12 pm (Lunch and Learn)
• How do Irrevocable Trusts work?
• Medicaid. What’s true and what’s not?
• How do I protect my assets for my family and legacy?
• How do I remain in control?
• How do I avoid losing everything to nursing home costs?
• How can my family avoid probate?
Attend our FREE Educational Workshops. Reserve your Spot and Get a FREE Consultation for attending the Workshop (a $500 Value) CODE: herald2023
1100 Cambridge Square | Suite B | Alpharetta, GA 30009 | 770.209.2346 | lisa@gklawgroup.com
Estate planning and mental health
As we navigate the complexities of estate planning, one crucial aspect that often gets overlooked is mental health. It’s a topic that deserves our attention, especially as we think about the future not just for our assets, but for our loved ones' well-being. Life can bring unexpected challenges, and mental health issues can arise at any stage. When creating an estate plan, it’s important to consider the possibility that beneficiaries may need support during difficult times. This might mean setting aside funds specifically for mental health care, or perhaps even designating a trusted individual to help advocate for their needs. Open conversations about mental health within families can foster understanding and support. Encourage discussions about emotional wellness and ensure your loved ones know they’re not alone in facing life's challenges. It can be incredibly empowering for beneficiaries to know they have
a plan in place should they need mental health resources. Additionally, as we age, our own mental health can come into play. Planning for our own wellbeing—whether through advance directives or appointing a power of attorney—can ensure that our voices are heard, even when we may not be able to articulate our wishes. Remember, estate planning is not just about distributing wealth; it’s about safeguarding the emotional and psychological health of those we care about. Let’s prioritize mental wellness as we plan for the future. After all, true legacy goes beyond assets—it's about the love, support, and care we pass on to the next generation.
Brought to you by - Estates Law Center USA
Touchmark National Bank would like to introduce Beth Dombroski
to you
Beth joined Touchmark National Bank in 2017 as a Customer Service Representative and now is the Assistant Vice President and Branch Manager. She grew up in the Roswell area and is a graduate of Crestwood High School. She has been a member of the community since 1977 and has seen the transformation that the community has gone through over the years. With over 15 years of banking experience, Beth is dedicated of taking care of customer’s financial banking needs. She has shown exceptional commitment to Touchmark National Bank’s values and mission. Beth and her branch team continue to drive success and contribute positively to the community. Touchmark National Bank was established in 2007 and is located in
Alpharetta. We offer a variety of banking products that fit our client’s needs.
Touchmark National Bank is known for their competitive Certificate of Deposit and Money Market rates. We are committed to offering personalized assistance to our clients. We strive to continue to grow our relationship in the community and surrounding counties. Please reach out to us for further information about our products and services by calling 770-407-6700 or visit our website at www.touchmarknb. com.
by – Touchmark National Bank
DOMBROSKI
Investment opportunity in Protega Pharma
Brought
to you by -
Terry Lynch, Investment Advisor
Investment opportunity in Protega Pharma for accredited investors: revolutionizing the opioid market with abuse-deterrent technology
Protega Pharma, is a private company revolutionizing responsible pain management. Their FDA-approved immediate-release opioid with abusedeterrent technology is the first of its kind. With 50% of opioid misuse originating from family or friends, Protega’s technology aims to curb this crisis and quell deaths from overdose. Targeting the annual 40 million prescriptions for immediate-release oxycodone, the company is addressing a critical market.
Strong
growth and execution
Protega reported strong revenue (several million) in its most recent quarter, a 45% increase vs. internal projections. They are forecasting a tripling of revenue each of the next 2 years. This growth reflects strong execution despite a limited sales force, with commercialization rapidly gaining traction. Management plans to extend
their abuse-deterrent technology to other high-risk drugs, unlocking further market potential.
Investor opportunity
Protega is nearing the end of a targeted $10mill raise. With proven technology, a growing market, and a seasoned management team, Protega
is well-positioned for success. Its innovative platform addresses a critical societal issue while promising significant commercial returns. Focused on execution and diversification. Protega’s trajectory offers both social impact benefits and potential financial returns.
Alpharetta based investment
advisor Terry Lynch of Paulson Investment Company highlights Protega Pharmaceutical’s significant strides in the pharmaceutical industry, emphasizing its potential for growth and positive social impact. Terry works with HNW individuals, funds of all sizes, and advisors to add unique direct alternative investments to complement portfolios.
This is not intended to serve as an offer to sell or a solicitation of an offer to purchase any securities or investment products.
Potential investors should rely solely on the information provided in official offering documents for details related to any securities offering. For inquiries about the company’s offering, please contact Terry Lynch at (877) 801-4523 or tlynch@PaulsonInvestment.com
This information is being provided for general informational purposes only and is meant solely for accredited investors. Investments in private placements are speculative and involve a high degree of risk, including liquidity and volatility risk, and should only be considered as long-term investments. There is no assurance that such an investment will be successful.
SHUTTERSTOCK
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Dear Mom and Dad
Brought to you by – Wilson Legal, PC
CONVERSATION STARTER: Maybe you’d like to know how to talk to your parents about planning ahead for emergencies. Here’s an example:
Dear Mom and Dad, We love you so much and we are noticing that all of us are not getting any younger. And we are starting to worry a little bit. If you had a fall or needed help, how can we help? If you’ve told us before where things like your power of attorney or healthcare directive are, we don’t always
It occurred to us kids that since we're all together as a family during the holidays, we could review your plan. We could make sure your power of attorney and healthcare directive are where you think they are. By the way, an attorney I know suggested that you keep a copy in the glove compartment of your car so it’s handy when you have a doctor’s appointment. I think that’s a great idea. What do you think? She also said that the banks you use should have a copy of your power of attorney so that it’s easier for the one you named as first agent to access your finances and makes sure bills get paid. Could you show us where you keep information about your doctors, your
medications or other health info? Maybe we could create a shared folder so that we can access it easily and without going by your house. What if we need to pay bills, do you have a list of passwords (and security questions) in a safe place? Have you ever thought about using a password manager?
Note for Parents: You can have this same conversation and look like heroes to your kids when you tell them that you want to be proactive about your financial and physical health. “Kids” for you maybe a close friend or neighbor. Whomever you would call in an emergency needs to know the things mentioned in the conversation above.
Be proactive and protect yourself ahead of the emergency. For more information, please check out our website at: Wilson-legal.com/events for the locations and times we will be presenting on the topics of estate and eldercare planning.
