Money, Riches & Wealth - The Podcast

MRW - Podcast - Raj Goel (guest) - February 28, 2018

This week, Drew and Tom are joined by Raj Goel.

For almost twenty years, business owners, professionals and retirees concerned about death, disability or other life changing events and the impact they could have upon their loved ones, have actively sought Raj’s counsel in addressing all of their estate planning needs. Aside from Raj's experience and technical skills with these complex and emotional issues, his clients come to him because they know he genuinely cares for them and is willing to go to great lengths to ensure the terms of their estate plans are customized to meet their individual goals. Over the years, this relationship-oriented approach has allowed Raj to build his practice solely by word-of-mouth referrals and is the reason why many other attorneys use him to address their own legal needs.

The following are examples of cases Raj has recently handled:

• Assisted a business owner in addressing the practical issues of how her business, which is the largest asset she owns, could continue to remain viable if she were to suddenly die or become incapacitated
• Advised parents on how best to structure their wills and trusts to minimize their estate tax exposure and ensure that the assets will be properly administered for the benefit of their two children, one of which has Down’s Syndrome and the other who will never be capable of making good financial decisions
• Counseled a widow on how to administer her late husband’s estate, while dealing with a potential challenge to the Will by her step-son

MRW - Podcast - Alexander McMullen (guest) - October 14, 2015

Drew and Tom are joined by Alexander R. McMullen. Alex McMullen of McMullen & Drury, P.A. spends most of his waking hours providing legal services for medical malpractice, estate planning and estate administration, nursing home malpractice, bankruptcy law in Towson, Essex and beautiful downtown Glen Burnie. Mr. McMullen is frequently a court-appointed mediator for the Baltimore County Orphan’s Court. For greater than three years, Mr. McMullen has had an AV Rating by his peers and clientele. Some of Mr. McMullen’s client reviews can be viewed here. Mr. McMullen graduated in 1987 from the University of Baltimore with both a Juris Doctorate and a Master of Business Administration. Mr. McMullen has taught law in the undergraduate programs at the University of Maryland, Baltimore, Stevenson University and the University of Baltimore. Prior to becoming a lawyer in the mid 1980’s, he was an R.N. in Thailand with World Vision International, worked as an R.N. in D.C.’s projects and Holy Cross Hospital. Mr. McMullen has coached greater than ten seasons of little league sports. Mr. McMullen is active in his church, Trinity Church of of Joppa, Maryland. Mr. McMullen lives in Fallston, Maryland with his wife, four kids, and two dogs. The dogs are the ones that love and understand him the best.