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    Education

    Legacy Leaders

    The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm.  

    Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.

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    Latest Episodes:
    Aviva Gordon: Securing Your Legacy Through the Power of Comprehensive Estate Planning Oct 23, 2023
    Show notes

    Aviva Gordon is a highly accomplished attorney who has made significant contributions to the legal profession and the community in Nevada. As a member of both the Nevada and California bars, she has a wide range of expertise, including business litigation, estate planning, and legacy planning. Her track record includes successfully arguing before the Nevada Supreme Court and obtaining multi-million-dollar judgments and settlements for her clients. Aviva's dedication to her profession and her community is evident through her involvement in organizations such as the Henderson Chamber of Commerce and various foundations. With her extensive knowledge and commitment to helping business owners with complex assets and wealth, Aviva is a valuable resource when it comes to effective asset transfer and minimizing costs for beneficiaries.

    Listen to this informative Legacy Leaders episode with Aviva Gordon about Expertise in California Law, The Benefits of Doing Business in Nevada, The Development of an Estate Planning Practice, A Case Example: Business Succession and Estate Planning and The Importance of Estate Planning for Everyone.

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

    • Protect your assets and secure your future with a comprehensive estate plan
    • Safeguard your wealth and legacy by integrating succession planning into your estate plan
    • Discover the benefits of using trusts to ensure efficient and hassle-free asset transfer for your beneficiaries
    • Explore estate planning considerations beyond taxes, focusing on minimizing costs and challenges for your loved ones
    • Learn how to navigate the challenges of accessing assets after a loved one's passing by mapping out their life and keeping proper documentation in place

    Connect with Aviva Gordon:

    Website:https://gordonlawlv.com/

    LinkedIn: https://www.linkedin.com/in/aviva-gordon-esq-80233144/

    Company LinkedIn: https://www.linkedin.com/company/gordon-law-llc/

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

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

    Email: agordon@GordonLawLV.com


    With your Guest Host: Tim Garrity

    Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.


    Connect with Tim Garrity:

    Website:https://paragoncapitalpartners.com/

    LinkedIn:https://www.linkedin.com/in/tim-garrity/

    Email: info@paragoncapitalpartners.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Maureen Falvey: Embracing Progress with Self-Compassion to Achieve Personal Growth Oct 20, 2023
    Show notes

    Maureen Falvey is a Leadership Coach and Consultant who works with high-potential individuals and teams who want to lead with greater purpose, influence and effectiveness. Her results-based approach to coaching ensures that she and her clients go beyond having ‘nice conversations’ to instead create real and lasting transformation around clearly established goals. She measures her own success by witnessing her clients become the very best version of themselves, at work and in life. Maureen had a dynamic and fulfilling 25-year career in advertising working at global shops such as McCann, Saatchi & Saatchi, Grey and, most recently, McGarry Bowen. She was equally passionate about maximizing the impact and effectiveness of her teams through ongoing leadership training and development. Maureen currently coaches individuals, groups and teams to accelerate their growth, realize their potential and live and work with greater purpose and passion.


    Listen to this informative Legacy Leaders episode with Maureen Falvey about Strong Training and Coaching, Embracing Discomfort and Growth, Trends in Leadership Coaching, The Book “Peak Performance Mindset” and Progress, Not Perfection.

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

    • Develop new skills and enhance personal growth through training and coaching in work and life
    • Overcome proximity bias in a hybrid work environment by implementing effective management strategies
    • Understand and navigate generational dynamics to foster a harmonious workplace and maximize team productivity
    • Embrace imperfection and achieve greater progress by letting go of the pursuit of perfection and practicing self-compassion
    • Improve team collaboration and performance by setting clear rules of engagement and expectations


    Connect with Maureen Falvey:

    Website: https://markstrongcoaching.com/

    LinkedIn: https://www.linkedin.com/in/maureen-falvey-b976127/

    Book: https://www.amazon.com/Peak-Performance-Mindset-Tools-Entrepreneurs/dp/1953183123

    Email: maureen@markstrongcoaching.com



    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/

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Dustin Nichols: Maximizing Exemptions for Asset Protection Oct 18, 2023
    Show notes

    Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners and residents. Recognizing the complex legal landscape of the state, he helps his clients safeguard their personal and business assets from potential liabilities. His in-depth knowledge of California's exemption statutes, including the enhanced homestead exemption, allows him to provide tailored strategies to protect his clients' interests. With a strong emphasis on due diligence and meticulous planning, he ensures that individuals and business owners can navigate the tumultuous legal climate with ease. By maximizing exemptions and offering innovative solutions like the PRT, Dustin has helped numerous clients achieve peace of mind and secure their financial future.

    Listen to this informative Legacy Leaders episode with Dustin Nichols about Strategies for Exemption Planning, Risks and Threats to Assets, Assessing Asset Protection Needs, Common Mistakes in Asset Protection and Exemption Planning, and the PRT.

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

    ● Discover the importance of exemption planning to safeguard your personal and business assets in California

    ● Learn how to utilize the Private Retirement Trust (PRT) as a powerful strategy for asset protection

    ● Understand the common risks and threats that can jeopardize your assets and how to protect against them

    ● Explore the legal methods and strategies available for exemption planning in California

    ● Gain insights from a real-life example showcasing the significant impact of exemption planning on asset protection

    Connect with Dustin Nichols:

    Website: http://www.dinapc.com/

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

    Email: DustinNicholsEsq@dinapc.com

    Phone: 949-240-1101

    With your Guest Host: Rod Hatley

    Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.

    Connect with Rod Hatley:

    Website:https://hatleylawgroup.com/

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

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

    Twitter:https://twitter.com/rodneyhatley

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Nancy McKenna: Avoiding the Debt Trap - How to Achieve Financial Stability Oct 17, 2023
    Show notes

    Nancy McKenna is a Money Coach with a passion for transforming the lives of single midlife women by helping them attain true financial freedom and independence. She has over 35 years of experience in corporate accounting and has spent the last 17 years being a successful real estate investor. Nancy brings the wealth of knowledge and practical expertise to her clients. She recognizes the unique obstacles that midlife women often encounter when it comes to managing their finances. Through her coaching, she aims to shatter these barriers and guide her clients toward a brighter financial future.

    Listen to this informative Legacy Leaders episode with Nancy McKenna about The Three D’s: Divorce, Disability, and Death, The Impact of Debt on Wealth Building, Lifestyle Creep and Financial Priorities, Generational Codependency and Power of Personal Responsibility.

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

    ● Learn how to break free from the burden of debt and build a solid foundation for future wealth

    ● Gain valuable insights into the financial struggles unique to single women in their 50s and discover strategies for overcoming them

    ● Understand the sneaky ways lifestyle creep can sabotage your financial stability and learn how to avoid its detrimental effects

    ● Discover practical tips and strategies for navigating the issue of ongoing financial support for adult children while maintaining your own financial independence

    ● Explore the long-term consequences of adult children living with their parents and learn how to create healthy boundaries that support both their independence and your financial well-being

    Connect with Nancy McKenna:

    Website:https://nancy-mckenna.com/

    LinkedIn: https://www.linkedin.com/in/nancymckenna7/

    YouTube: https://www.youtube.com/channel/UCjZC7_jfE_xqNIZ48BJRbtA

    Facebook: https://www.facebook.com/NancyMcKenna07

    Nancy’s FREE Mini Course with Spreadsheet: https://nancy-mckenna.com/money/

    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/

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Jacob Stewart: Unlocking the Secrets of Successful Estate Planning Oct 16, 2023
    Show notes

    Jacob is a managing attorney and Partner for InterVivos PLLC and the LSPN attorney network. He oversees and directs the firm’s operations and attorneys in the southwestern United States, but works with advisers and clients throughout the United States. His practice is focused primarily on planning for business owners and high-net-worth individuals in areas such as income and estate tax planning, business structure and succession planning, asset protection, and charitable planning. He is also part of an elite team of subject matter experts that focuses on the dental industry. Before joining InterVivos, he was the chief tax and asset protection consultant for a large asset-protection company. Jacob has helped thousands of medical professionals and other small business owners across the country reduce their tax burden, protect their assets, and plan for future generations.

    Listen to this informative Legacy Leaders episode with Jacob Stewart about Importance of Comprehensive Estate Planning, Three Essential Parts of Estate Planning, Negative Consequences of Inadequate Planning, The Value of Memories and Relationships in Estate Planning and Strategies for Having Estate Planning Conversations.

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

    ● Discover the importance of comprehensive estate planning for protecting your valuable assets and ensuring your wishes are honored

    ● Learn about the three crucial parts of estate planning: the life plan, the transfer plan, and the family aspects, to effectively navigate the complexities of managing your estate

    ● Understand the negative consequences of inadequate estate planning and how it can lead to unintended distribution of assets and potential legal disputes

    ● Explore strategies to minimize estate taxes for high-net-worth individuals, helping you preserve your wealth for future generations

    ● Find out how to align your estate planning with your personal values, creating a positive legacy that reflects who you are and what you stand for

    Connect with Jacob Stewart:

    Website: https://www.intervivosplan.com/

    Email: Jacob@intervivosplan.com

    Phone: 855-335-1060

    With your Guest Host: Tim Garrity

    Timothy S. Garrity is a CFA and President at Paragon Capital Partners, With an impressive track record of guiding and empowering wealthy individuals, families, and organizations in their financial journey. With a primary focus on investment management and insurance advisory, his expertise extends far beyond conventional financial strategies. Passionate about enlightening his clients on the implications of their wealth, his approach is marked by exploration, understanding, and thoughtful execution of tax, legal, and legacy planning strategies. Acting as a facilitator, he ensures a holistic and integrated plan by introducing his clients to top-notch advisors in various specialized fields. His pursuit of excellence is unyielding, and he constantly seeks innovative and cutting-edge solutions to help his clients grow their wealth, safeguard their assets, and perpetuate their legacy. Simultaneously, he recognizes the significance of essential approaches as the bedrock of sustainable prosperity. He embraces every opportunity to make a profound and lasting impact on the lives of those he serves.

    Connect with Tim Garrity:

    Website: https://paragoncapitalpartners.com/

    LinkedIn: https://www.linkedin.com/in/tim-garrity/

    Email: info@paragoncapitalpartners.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    David Lucas: Keeping Your Estate Plan Relevant Oct 13, 2023
    Show notes

    David Lucas is an associate in the Estates & Trusts and Business & Tax practice groups, focusing his practice in Estate Planning, Trust and Estate Administration, Business, and Elder Law. He provides extensive estate and legacy planning, asset protection planning, retirement planning, and business planning services to individuals and businesses. His main objective is to provide his clients with a well-crafted estate plan so they may avoid probate, protect their assets and legacies, and provide for the security of their loved ones.

    Listen to this informative Legacy Leaders episode with David Lucas about Importance of Strategizing Estate Planning, Triggers for Estate Planning, Continuously Reviewing and Updating your Estate Plan, Role of Wills & Power of Attorney and Importance of Professional Advice in Estate Planning.

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

    ● Uncover the paramount importance of strategizing your estate planning to achieve both short and long-term objectives

    ● Discover the necessity of continually reviewing and updating your estate plan to ensure it always aligns with your current situation

    ● Understand the indispensable role of wills and durable power of attorney in protecting your assets

    ● Learn the value of appointing guardians for your underage children as part of your well-crafted estate plan

    ● Realize why seeking wisdom from the professionals is the key to comprehensive estate planning

    Connect with David Lucas:

    Website:https://www.millermillercanby.com/

    LinkedIn: https://www.linkedin.com/in/david-lucas-80945a7/

    Email: DALucas@mmcanby.com

    With your Guest Host: Silvanna Valencia

    Silvanna is an energetic real estate consultant with an in-depth focus and expertise in maximizing property values through strategic marketing and thoughtful pre-sale planning. She takes a data-centric approach to every real estate transaction. She is committed to achieving superior service, which comes naturally after serving in the U.S. Army Military Intelligence Corps for 12 years. In addition, she's attended some of the most demanding and comprehensive real estate mastery programs while managing small and large home renovation projects for the past six years. She's a mom of two boys, the wife of a decorated retired military officer, the daughter of Colombian immigrants, a dog lover, and a legacy leader.

    Connect with Silvanna Valencia:

    Website:https://www.silthedeal.com/

    LinkedIn:https://www.linkedin.com/in/silvanna-valencia-847569161/

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

    YouTube: https://www.youtube.com/channel/UCWlHt2ZFhjUnCY6Yecb7Ptw

    Phone: (410)-733-8661

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Roseann Murray: Navigating Trusts and Protecting Your Assets Oct 11, 2023
    Show notes

    Roseann Murray is a native of Denver, Colorado. She is licensed to practice law before the Colorado Bar and the United States District Court for the District of Colorado. Her focus is primarily on elder law, including Medicaid planning, guardianship and conservatorship; estate planning and estate administration (probate); and Social Security Disability. She obtained her Juris Doctorate and LL.M. (Master of Law) in tax from the University of Denver College of Law. With her tax background, she can provide guidance to help ensure that your estate will receive the most beneficial tax treatment.

    Listen to this informative Legacy Leaders episode with Roseann Murray about Importance of Estate Planning, Medicaid Planning and Asset Protection, Annuities and Medicaid Planning, Misconceptions about Trusts and Probate and Probate in Colorado.

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

    ● Uncover the intricacies of Medicaid planning and the five-year look-back rule and learn its profound implications on your financial stability

    ● Demystify common misconceptions surrounding trusts and gain insight on their actual effectiveness in asset protection

    ● Navigate the potential pitfalls and complications tied to joint tenancy in property ownership, a complex yet necessary aspect in wealth management

    ● Realize the pressing need for proactive planning for long-term care costs and the limitations often overlooked concerning Medicare coverage

    ● Understand the pivotal role professional advice and careful documentation play in estate planning, primarily to prevent family conflicts and disputes

    Connect with Roseann Murray:

    Website:https://murraylawllc.com/

    Email: rmurray@murraylawllc.com

    Phone: (720)-272-7605

    With your Guest Host: Carol Eddy

    Carol Eddy is a dedicated holistic financial advisor, committed to helping women from all walks of life achieve financial success. She understands the unique needs of her clients and tailors her approach accordingly. With her guidance, you'll gain a comprehensive understanding of your financial situation, make informed decisions, and invest in your future confidently. Whether you're planning for retirement, investing, saving for your child's education, or managing 401K contributions, Carol has you covered. Her goal is to empower women, building a community of self-assured individuals prepared for life's adventures. With her expertise, you can enjoy time with your family, travel, and check off items on your bucket list, all while navigating your financial future with grace and professionalism.

    Connect with Carol Eddy:

    Website:https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/About/ceddy#/

    LinkedIn:https://www.linkedin.com/in/%E2%AD%90-carol-eddy-cfp%C2%AE%E2%AD%90-35678512/

    Facebook:https://www.facebook.com/profile.php?id=100064140668048

    Email: ceddy@moneyconcepts.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    LaNette Kincaide: Embracing the Power of Storytelling for Lasting Impact Oct 10, 2023
    Show notes

    Owner of I Write Writing Academy, LaNette Kincaide is a Christian author, Writing Coach, Certified Grief Coach and Social Media Strategist. I Write Writing Academy, LLC is a company that helps writers, aspiring authors and creatives write and share their stories in the form of a book. She is also a Marine wife, mother and grandmother who loves to write, cook and meet new people. She earned a Bachelor of Science Degree from Texas Wesleyan University and an Associate of Arts Degree from Tarrant County College. She is currently the Director of social media for both Tedx Manitou Springs and Colorado Hispanic Chamber. She was recently featured in Denver Voyage for her recent accomplishments. Her life and work beautifully encapsulate a journey of learning, resilience, and legacy-building.

    Listen to this informative Legacy Leaders episode with LaNette Kincaide about LaNette’s Book “Letters to Mom Writing to Heaven”, The Importance of Conversations About Death, The Purpose of the Writing Academy, Your Book as Your Legacy and Getting Prepared for the Future.

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

    ● Discover the critical role of storytelling in immortalizing a legacy

    ● Absorb the unique journey of grieving a mother's loss and find resonance in shared experience

    ● Realize empowerment through the power of sharing personal narratives, contributing to a more enduring legacy

    ● Grasp the essentiality of frank dialogues about end-of-life preparations and pragmatic aspects

    ● Acknowledge the necessity of anticipating unpredictability when dealing with legacies


    Connect with LaNette Kincaide:

    Website: https://www.writingcoachlk.com/

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

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

    YouTube: https://www.youtube.com/c/WritingCoachLK

    Email: info@writingcoachLK.com

    LaNette’s Books: https://www.amazon.com/stores/LaNette-L-Kincaide/author/B07PMSJLSN?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

    With your Guest Host: Karl Doug Hering

    Karl "Doug" Hering (CMA, CPRC, AAMS) is a financial planner with a passion for helping people achieve their dreams and plan their legacy. He has a background in consulting, corporate finance, and accounting. Karl is actively involved in his community through volunteering efforts, including mentoring with Working Fusion and serving on the Colorado Springs Chamber of Commerce finance committee. He's been happily married for almost 40 years and enjoys spending time outdoors and playing pickleball.

    Connect with Karl Doug Hering:

    Website: https://www.moneyconcepts.com/khering

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

    Email: khering@moneyconcepts.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Luis Scott: The Secrets to Creating a Positive and Thriving Environment Oct 09, 2023
    Show notes

    Luis Scott - a highly respected attorney, sought-after speaker, author, and dynamic entrepreneur. Co-founder of 8 Figure Firm Consulting and Bader Scott Injury Lawyers, Luis’s entrepreneurial spirit has revolutionized the legal profession. His unique planning and implementation strategies have helped numerous leaders accelerate their businesses' growth, building in predictability, and ultimately, prosperity.

    Listen to this informative Legacy Leaders episode with Luis Scott about Strategies for Creating Predictability, Working from Home vs. Office, The Importance of Building a Positive Work Environment, Creating a Thriving Culture, and The Importance of Professional Development.

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

    ● Realize the power of systematic planning and predictability in manipulating the success rate of your business

    ● Witness how a constructive and flourishing professional environment can boost your business efficiency

    ● Comprehend the tremendous benefits of career growth in shaping personal and business victories

    ● Breach boundaries and master the subtle balance between working from home and the unknown treasures of a physical workspace

    ● Dedicate yourself to establishing a timeless legacy by creating a positive, lasting ripple in people's lives

    Connect with Luis Scott:

    Website: https://luisscottjr.com/

    LinkedIn: https://www.linkedin.com/in/luis-scott-bader-law/

    Facebook: https://www.facebook.com/luis.scott.98

    YouTube: https://www.youtube.com/channel/UC6oIGw-4RcEmNP1rFM799OQ

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

    Tiktok: https://www.tiktok.com/@luisscott10

    Luis Scott's Books: https://luisscottjr.com/books/

    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/

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    William Jeffcoat: The Power of Service Dogs in Veteran Rehabilitation Oct 06, 2023
    Show notes

    William Jeffcoat, a man on a mission to transform the lives of veterans. Rooted in his experience as a war dog handler during his service as a sergeant with the United States Marine Corps in the Vietnam War, he developed a deep understanding of the healing relationships between humans and dogs. As the president of Life Changing Service Dogs for Veterans, he proficiently utilizes this knowledge to lead an organization that provides service dogs to veterans struggling with disabilities. His inspiring and compassionate work is making a significant difference in the veterans' community.


    Listen to this informative Legacy Leaders episode with William Jeffcoat about William’s Experience as a War Dog Handler, Life Changing Service Dogs for Veterans, Organization Size and Functions, Spreading Awareness and Successful Fundraisers and Certified Medical Service Dogs.

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

    • Discover the profound impact service dogs have on the lives of veterans coping with disabilities
    • Step into the intense and emotional world of a Vietnam War dog handler, appreciating the unbreakable bond between humans and dogs
    • Uncover the innovative fundraising efforts supporting Guardian Angel Medical Service Dogs, including engaging events like Bingo and the community-involved Mutt Strut
    • Navigate your way through the intricate training and costs of medical service dogs, unveiling potential sponsorship opportunities
    • Absorb the paramount importance of only relying on certified medical service dogs and delve into the urgent need for stringent legislative measures


    Connect with William Jeffcoat:

    Website: https://www.padogsforvets.org/

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

    Email: padogsforvets@gmail.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)

    Learn more about your ad choices. Visit megaphone.fm/adchoices


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