Legacy Leaders

Latest Episodes:

Maureen Kroll: Empowering Women Through Financial Planning Engagement Apr 08, 2024

Show notes

Maureen Kroll is an accomplished attorney with a unique background as a registered nurse, with a master's degree in nursing and 15 years of hands-on nursing experience. She transitioned into law 35 years ago and now specializes in areas such as estate planning, elder law, and real estate closings. Maureen is adamant about the importance of estate planning services and urges individuals to plan ahead for their future.

Listen to this informative Legacy Leaders episode with Maureen Kroll

about planning ahead.

Here is what to expect on this week’s show:

● Maureen stresses the importance of having a power of attorney document to avoid guardianship proceedings and costly court interventions. She emphasizes the significance of getting these documents done early on to prevent will contests and disputes among family members, ensuring a smooth transition of assets and decision-making in times of need.

● Maureen explains that in the absence of a will, there is a progression of who receives assets, which may not align with the deceased individual's wishes.

● Maureen emphasizes the importance of women being informed and involved in financial planning to avoid bad advice or being taken advantage of. She highlights the significance of actively participating in financial decisions by encouraging women to be knowledgeable about their finances, review statements, ask questions, and be proactive in understanding their financial situation.

● Maureen emphasizes the importance of involving beneficiaries in estate planning sessions, especially for disabled children, to address their needs effectively. She underscores the value of establishing special needs trusts to safeguard disabled individuals' benefits and assets, preventing them from losing government assistance eligibility.

Connect with Maureen:

https://maureenkroll.com

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today's dynamic landscape. She's dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client's unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com / https://www.innovationpartnersllc.com

Emails: jrobinson@ipfinancialservicesllc.com / jrobinson@innovationpartnersllc.com

Phone: 412-500-9430 | 470-239-5252 | 724-388-0136 (cell)

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Giuseppe Grammatico: Financial Resources: Key to Franchisee Success Apr 03, 2024

Show notes

Giuseppe Grammatico is a franchising advisor who has owned a number of Master Franchise licenses and has enjoyed a successful franchising career, guiding over 200 individuals through business ownership, many for the first time. In addition to 2 decades in franchising, he also has 20 years of sales, marketing, and management experience.

Listen to this informative Legacy Leaders episode with Giuseppe Grammatico about franchising success.

Here is what to expect on this week’s show:

● Giuseppe explains successful franchisees need to have the financial resources, ability to follow a process, and the right timing to enter the franchise business.

● Common mistakes in the franchise business include rushing the process, skipping key steps like speaking with franchise owners, and not understanding the day-to-day operations. Giuseppe explains it is important to thoroughly research and evaluate a franchise opportunity to ensure long-term success and avoid potential pitfalls that could arise from hasty decisions.

● Understanding the factors that contribute to the success of franchise businesses versus independent startups can help individuals make informed decisions when venturing into the world of business ownership.

Connect with Giuseppe Grammatico:

Facebook: https://www.facebook.com/GGTheFranchiseGuide/

Instagram: https://www.instagram.com/gg_the_franchise_guide/

X: https://twitter.com/ggrammatico

LinkedIn: https://www.linkedin.com/company/gg-the-franchise-guide

YouTube: https://www.youtube.com/channel/UCxWsxLRngbxJEH2m8w-ptYw

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Maggie Drabczynski: Streamlining Operations: The Virtual Assistant's Expertise Apr 01, 2024

Show notes

Maggie Drabczynski embarked on her life's journey in Poland, but at the age of six, her family made the life-changing decision to relocate to the United States.

Two years ago, Maggie took a courageous leap and established her own virtual assistance company, E-Ssistant. Fueled by her innate organizational prowess and a passion for empowering others, this decision marked a significant chapter in her life. Prior to venturing into entrepreneurship, Maggie dedicated five fulfilling years as a stay-at-home mom, nurturing her two delightful children—a lively 7-year-old boy and a spirited 4-year-old girl—alongside her supportive husband and their beloved cat, affectionately known as Mr. Floofy.

Listen to this informative Legacy Leaders episode with Maggie Drabczynski

about virtual assistant expertise.

Here is what to expect on this week’s show:

● Maggie shares success stories of clients enjoying holidays with family and experiencing business growth, showcasing the positive impact of her services on small business owners' lives.

● Maggie stresses the significance of establishing strong client relationships, understanding their needs, and empowering them to achieve their goals.

● Maggie values meeting clients in person to add a personal touch to her virtual assistant services and ensure she is fully committed to their success. By focusing on quality, staying organized, and being accessible to clients beyond regular office hours, Maggie aims to foster lasting relationships and support clients in growing their businesses.

Connect with Maggie:

Website: www.e-ssistant.net

Facebook: https://www.facebook.com/EssistantVA

LinkedIn: https://www.linkedin.com/in/maggie-drabczynski-ba0649259/

With Your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube.

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Greg Martin: Recognizing Signs for Career Change Success Mar 27, 2024

Show notes

Greg Martin, a seasoned professional who began his career in investment banking after earning his business undergraduate degree, found his true calling in entrepreneurship after a decade in the banking sector. His perspective on transitioning from investment banking to entrepreneurship is deeply rooted in personal fulfillment and passion, shaped by his own experiences. Greg realized early in his career that he was overly focused on retirement, neglecting to live in the present. This epiphany led him to chase his entrepreneurial dreams, despite the inherent challenges and uncertainties. He firmly believes in seizing the moment to make a career change if it aligns with one's passion, emphasizing the importance of work-life balance and the pursuit of personal fulfillment. Greg's journey underscores the significance of following one's passions and living in the present, rather than being consumed by future concerns.

Listen to this informative Legacy Leaders episode with Greg Martin about career change.

Here is what to expect on this week’s show:

● Greg highlights the challenges of juggling being an investment banker, entrepreneur, and family man. His personal journey of starting a food business, facing the struggles of entrepreneurship, and eventually returning to investment banking with a new perspective underscores the importance of finding a balance between work and personal life. By sharing his experiences and insights, Greg encourages individuals to prioritize their well-being and family while pursuing their entrepreneurial endeavors.

● Greg explains productivity in remote work environments is a complex issue. He emphasizes the importance of organizational culture, support, and human interaction. Greg highlights the need for a balance between remote work and in-person interaction, stating that productivity can be achieved through proper organization and support.

● Greg emphasizes the importance of finding fulfillment in one's work, highlighting the trend of merging work and personal life, the journey of job satisfaction, and the impact of purpose in one's career.

Connect with Greg:

Links Mentioned:

Podcast: https://www.lifetimeatwork.com

LinkedIn: https://www.linkedin.com/in/gregmartin416/

With your Hosts: Stan Miller

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Luke Snodgrass: Legacy Protection Through Comprehensive Estate Planning Mar 25, 2024

Show notes

Luke Snodgrass has been practicing law in Lauderdale County for over 6 years, starting his own firm in 2023. A graduate from Cumberland School of Law at Samford University and admitted to the Alabama bar in 2017 and the Tennessee bar in 2019. He provides general legal services and representation with a majority of his practice focusing on civil and probate matters. A Florence native, he is married to his wife Morgan and they are raising their two children.

Listen to this informative Legacy Leaders episode with Luke Snodgrass about protecting your legacy.

Here is what to expect on this week’s show:

● Luke Snodgrass found his passion in estate planning, preferring to help people plan for the future rather than fix mistakes in the past. Luke aims to provide comprehensive estate planning services, highlighting the critical role of proper planning in securing one's legacy and protecting assets for future generations.

● Luke explains common misconceptions in estate planning include procrastination and the belief that estate planning can be postponed until later in life. Early and proactive planning is emphasized to avoid complications and ensure one's wishes are carried out effectively.

● Luke emphasizes the importance of early estate planning to avoid probate and minimize complications. Planning ahead can prevent emergency situations and ensure assets are managed efficiently.

Connect with Luke:

Website: lsnodgrasslaw.com

Facebook: https://www.facebook.com/profile.php?id=100094411571885

With your Guest Host Chuck Gore

Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy.

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Julie Perkins: Empowering Female Entrepreneurs: Overcoming Unique Challenges Mar 20, 2024

Show notes

Whatever your business problems may be, Julie Perkins has lived them and learned how to look forward and survive. From picking herself up after sixth form to witnessing the ins and outs of a business founded in a spare room and launched onto the world stage; from surviving cancer to writing books (The Wyse Way) and hosting her own podcast, she is sought after for her advice and guidance, not only as a business leader but as a thought leader.

Listen to this informative Legacy Leaders episode with Julie Perkins about overcoming challenges.

Here is what to expect on this week’s show:

● Julie discusses the importance of separating the business owner from their current situation in order to grow a successful business. Additionally, she delves into the fear of success that many women entrepreneurs experience, touching on concerns about balancing business success with family responsibilities and societal perceptions.

● Julie explains understanding and defining personal values is crucial for entrepreneurs to attract like-minded individuals and make delegating less daunting. By aligning one's values with the organization, founders can inspire others to follow their vision, creating a cohesive team.

● Julie emphasizes the importance of defining the change one wants to make in their business, rather than getting overwhelmed by headlines of overnight success. By focusing on defining one's vision of change, one can avoid being consumed by unrealistic expectations and instead concentrate on making a meaningful difference in their business.

● Julie addresses the fear of success, particularly among women entrepreneurs, and emphasizes the need to find a balance between personal fulfillment and business growth to achieve success and leave a lasting legacy.

Connect with Julie:

Website: https://wyseminds.com/

LinkedIn: https://www.linkedin.com/in/julie-perkins-wm/

Podcast: https://kitcaster.com/julie-perkins/

With your Hosts: Stan Miller

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Jonathan Huza: Building Trust Through Personalized Estate Planning Services Mar 18, 2024

Show notes

Jonathan Huza is a seasoned lawyer specializing in estate planning, real estate, and corporate commercial law. He assists high net worth individuals, business owners, and farmers in creating tailored estate planning solutions. Jonathan emphasizes the importance of professional guidance in estate planning, as misconceptions often lead to issues such as improper asset distribution and invalidation of wills. He highlights a case where proper estate planning resulted in over $100,000 in probate tax savings for a wealthy widow. Jonathan values the trust of his clients and takes their personal and financial information seriously, aiming to provide a stress-free and beneficial experience.

Listen to this informative Legacy Leaders episode with Jonathan Huza about building trust and estate planning.

Here is what to expect on this week’s show:

● Jonathan explains many people often mistakenly believe they don't need a will if they have few assets or can save money by creating a will on their own, leading to potential issues.

● Jonathan discusses how consulting with an estate planning lawyer and ensuring assets are held correctly can help individuals avoid stress and complications during estate distribution, allowing them to focus on more important matters during a difficult time.

● Jonathan values being a trusted confidant for his clients and takes their personal information seriously. By establishing rapport and trust with his clients, he aims to positively contribute to their financial and estate planning needs, creating a stress-free and beneficial experience for them.

Connect with Jonathan:

Website: www.lawcornwall.com

LinkedIn: https://www.linkedin.com/in/jonathan-r-huza-98a36a18

Facebook: https://www.facebook.com/HuzaLawOffice/

With Your Guest Host Laurie Varcoe:

Laurie started in the insurance business as a State Farm Agent in Midland Ontario, in 1985. She is passionate about the wealth that individuals and business owners are leaving behind because they don’t know the rules. Laurie retired from State Farm in 2016 because she believed that she can do more and be more for her clients as an independent. Laurie has spent the last 7 years in advance study to bring conversations that can make a difference. Retirement, Estate and Legacy planning is her focus for those pre-retired and post retirees. She is a Master Mentor for Moneytrax, and a certified Cash Flo Specialist. These are wealth programs that shows where your money is now and where it could be.

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William Weintraub: Nuances and Complexity in Estate Planning Strategies Mar 13, 2024

Show notes

One of the six founders of Elkins Kalt Weintraub Reuben Gartside LLP, Bill specializes in estate planning, transactional tax planning, and tax controversies. His wealth transfer and estate planning clients include high- and ultra-high net worth individuals and families, professional athletes, entertainers and business owners throughout Southern California. Some estate plan clients require sophisticated trusts and transactions to carry out their goals, while other clients require relatively straightforward plans. In all cases, Bill continuously draws on his extensive experience to arrange for a smooth and efficient transfer of property from one generation to the next.

Listen to this informative Legacy Leaders episode with Bill Weintraub about estate planning strategies.

Here is what to expect on this week’s show:

● Bill's career path from accounting to law school led him to specialize in estate planning. His expertise in tax law from his early days at a boutique tax firm allowed him to seamlessly transition into estate planning, where he saw the opportunity to help clients with their financial and legal needs. By combining his knowledge of tax law and estate planning, Bill was able to create a unique practice that catered to the holistic needs of his clients, ultimately finding fulfillment in a field where he could make a positive impact.

● Bill emphasizes the importance of focusing on the client experience in estate planning, highlighting the significance of every step from the initial call to the completion of documents. He ensures clients feel valued and informed throughout the process, emphasizing clear communication and understanding.

● Bill discusses common misconceptions in estate planning, such as the belief that it's just a form document. He emphasizes the complexity and nuances involved in creating effective estate plans tailored to individual circumstances.

● Bill also talks about common pitfalls, like ineffective incentives for children and potential family conflicts from trustee appointments, highlighting the importance of thoughtful and personalized estate planning strategies.

Connect with Bill:

www.elkinskalt.com

With your Guest Host Steven Step

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University.

Connect with Steven:

https://www.linkedin.com/in/stevenstep/

https://www.stepaheadsb.com/

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Karen Hennecy: Comprehensive Estate Plans: Supporting Families During Times of Grief Mar 11, 2024

Show notes

Karen M. Hennecy has 26 years of experience exclusively in probate, trusts and elder law. Part of her elder law practice includes assisting families dealing with elder abuse with a goal to help minimize or eliminate exposure to elder abuse and provide peace of mind. Additionally, she has significant experience working with families whose lives have been affected by Alzheimer’s and dementia.

Her practice includes the administration of decedent’s estates, incapacitated and protected persons, guardianships, conservatorships, estate and trust litigation, estate planning including wills and trusts, assisting clients and their families with elder law issues, advance directives, durable powers of attorney, asset preservation, Medicare and Medicaid planning, Social Security, and mental health issues.

Listen to this informative Legacy Leaders episode with Karen Hennecy about estate planning and elder needs.

Here is what to expect on this week’s show:

● Karen discusses her decision to attend law school after working in the art world and seeking a more challenging and financially secure career. She found herself drawn to estate planning and probate practice, which she found to be client-focused and rewarding.

● Karen discusses the importance of setting up an estate plan that ensures wealth transfer and care for spouses in the event of death. By planning carefully and addressing potential challenges, such as dealing with grieving clients after a partner's passing, estate planning can provide peace of mind and ensure a smooth transfer of assets to loved ones.

● Karen enjoys her legal practice, finding satisfaction in her skills, personality fit, and the variety of interesting people she meets. She values the personal connections she makes through her client-focused estate planning work. Karen's passion for helping clients navigate legal matters and create personalized estate plans reflects her enjoyment and fulfillment in her practice.

Connect with Karen:

www.parkerhennecy.com

With your Guest Host Chuck Gore

Connect with Chuck:

https://laborretirementservices.com

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Derek Druschel: Overcoming Challenges as a Business Owner Mar 06, 2024

Show notes

Derek built, operated, and sold a successful family business after 12 years, and now dedicates his life to imparting that experience to business owners and their key employees. From recruiting and retaining a superior team, to succession planning, to sales training and revenue growth, to managing expenses and company financial statements: Derek has been there. As a business owner, managing cash flow, future planning, and simply dealing with life’s ebbs and flows has never been more stressful or complex. With great challenges come great opportunities, and Derek believes this to be a unique opportunity for business owners and individuals—with proper guidance and support—to work towards their financial goals with confidence.

Listen to this informative Legacy Leaders episode with Derek Druschel about exit planning for business success.

Here is what to expect on this week’s show:

● Derek became a financial advisor after being a business owner. His experience as a business owner, including growing and selling his own businesses, led him to this career. He wanted to help other business owners navigate the challenges he faced. Derek's interest in financial markets and investing allowed him to combine his passion for business and finance into one job as a financial advisor.

● Helping clients avoid mistakes and grow is crucial for advisors. Derek emphasizes the importance of cleaning up messes and saving clients from headaches and financial losses. As a former business owner, Derek understands the desire for growth and aims to help his clients grow professionally and personally. By making their businesses easier to run, he believes he can improve his clients' quality of life and contribute to their overall success.

● Starting early is crucial for business success, as younger business owners have the opportunity to achieve more and enjoy the benefits of their business. By starting the planning process early, younger business owners can add more value and see all the benefits of their business. Many business owners haven't even thought about planning, particularly exit planning, and often treat it as a last-minute process. However, the younger a person is and the further they are from transitioning out of their business, the more they can achieve and enjoy the benefits of their business.

● Business owners often avoid contemplating exit planning and contingency planning due to their focus on success and risk-taking. Derek highlights the difficulties they face, explaining that their success often comes from ignoring or downplaying risks and fears. Constantly thinking about contingency and risk may not make them successful entrepreneurs. The challenge lies in helping business owners realize that exit planning and contingency planning are important aspects of long-term business success, rather than a reflection of their business acumen or vitality.

Connect with Derek:

Links Mentioned:

Website: www.Principal.com/Michigan

LinkedIn: https://www.linkedin.com/in/derekdrushel/

With your Guest Host James Moore:

James L. Moore, JD, Counselor at Law, principle and founder of

The Law Offices of James L. Moore, PC is known as the

“expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

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