Legacy Leaders

Latest Episodes:

Jocelyn Margolin Borowsky: Estate Planning with Trusts 101 Sep 18, 2023

Show notes

Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master's from New York University Law School. She reviews and prepares comprehensive estate plans, including wills, trusts, and advanced instruments such as spousal lifetime access trusts, asset protection trusts, and dynasty trusts. She also advises closely-held businesses, professionals, and executives on strategic tax planning, captive insurance, and family foundation creation. She provides counsel on trust administration, trust modifications, and the establishment of new Delaware trusts, including directed trusts and silent trusts. She represents clients in trust and estate litigation and handles tax-related disputes, including estate and gift tax audits. Her extensive expertise makes her a go-to resource for individuals and businesses seeking guidance in the complex field of trusts and estates.

Listen to this informative Legacy Leaders episode with Jocelyn Margolin Borowsky about Importance of Proper Estate Planning, Types of Trusts for Unique Needs, IRA Charitable Rollover Contributions, Dealing with Disputes and Litigation and Benefits of Delaware Trusts.

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

● Explore the pivotal role of legacy planning in preserving familial and charitable wealth

● Unveil the crucial aspect of trusts in ensuring the continuity of family legacies

● Discover the variety of trusts available to cater to unique estate planning needs

● Learn tactical strategies to prevent potential disputes among heirs through effective estate planning

● Acquaint yourself with the extensive benefits and the inherent versatility offered by trusts in estate planning

Connect with Jocelyn Margolin Borowsky:

Website:https://www.duanemorris.com/

LinkedIn: https://www.linkedin.com/in/jocelyn-borowsky-a37211a/

Phone: 302 657 4921

Email: jmborowsky@duanemorris.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 Compliance401K 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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Aaron Letzeiser: Unmasking Hidden Costs - How Landlords Can Navigate Insurance Expenses Sep 15, 2023

Show notes

Aaron Letzeiser is the Co-Founder & COO of Obie, a venture-backed insurance and risk management technology platform serving the 17 million real estate investors in the United States. Obie's digital quoting platform and instant rate options make it the easiest and most transparent way in the market today for investors to obtain coverage. Prior to founding Obie, Aaron started and grew several successful companies that he’s seen to an exit. In addition to his work at Obie, he is an active real estate investor and a Venture Partner at the San Francisco-based venture capital group Pioneer Fund. Aaron graduated from Michigan State University and was named to the Forbes 30 Under 30 list.

Listen to this informative Legacy Leaders episode with Aaron Letzeiser about The Problem with Insurance for Real Estate Investors, Obie's Innovative Technology Platform, Role of Specialized Insurance Coverage, Hidden Costs and unexpected Expenditures, and Anticipating Insurance Costs.

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

● Discover the crucial role specialized insurance coverage plays in securing your real estate investments

● Uncover the hidden costs and unexpected expenditures involved in insurance for landlords and homeowners

● Learn how to anticipate your insurance costs before even receiving a quote

● Understand the unique insurance considerations surrounding short-term rental properties

● Realize the advantages of collaborating with experts for comprehensive coverage and effective risk mitigation

Connect with Aaron Letzeiser:

Website: https://www.obieinsurance.com/

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

Twitter: https://twitter.com/obieinsurance

Email: aaron@obieinsurance.com

With your Host: 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 Best Seller in April.

Connect with Stan Miller:

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

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

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Scott Kyle: Achieving Financial Peace of Mind Sep 13, 2023

Show notes

Scott Kyle is the CEO/Chief Investment Officer at Coastwise Capital Group, a boutique money management firm headquartered in La Jolla, California. He is responsible for strategic investments, portfolio management, and client relations. With over 30 years of experience in public and private company investments, he's executed billions in securities trades. He is also an 11-time Five Star Wealth Manager award winner, co-founder of The Active Network, Inc., and the author of books including Via LaVie and the Friendship Code, Forever Young, and The Power Curve: Smart Investing Using Dividends Options & the Magic of Compounding. He holds Bachelors’ degrees in Economics and International Relations from Tufts University (magna cum laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics, and an MBA from Harvard University. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, and a 3rd-degree black belt in Shaolin Kempo. And he’s involved in various nonprofit organizations.

Listen to this informative Legacy Leaders episode with Scott Kyle about Importance of Trust and Honesty in Financial Advising, The Importance of Financial Planning, Success Story: Retiring and Traveling the World, Role of Emotional Temperament in Investing Strategies and Solid Client Relationships for Reliable Financial Advising.

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

● Discover the critical importance of trust and honesty in financial advising for successful long-term investments

● Learn how solid client relationships act as the foundation for reliable financial advising

● Gain insight into the surprising role of emotional temperament in robust investing strategies

● Understand the invaluable role of strategic financial planning and effective goal setting in preparing for a secure future

● Realize the profound benefits of estate planning for ensuring peace of mind for you and your loved ones

Connect with Scott Kyle:

Website: https://www.coastwisegroup.com/

LinkedIn: https://www.linkedin.com/in/scottkyle2/

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

Twitter: https://twitter.com/coastwisegroup

Email: scott@coastwisegroup.com

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

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Daniel Goeckel: Avoid Estate Planning Regret - The Consequences of Procrastination and Poor Planning Sep 12, 2023

Show notes

Daniel Goeckel is an estate planning and tax attorney serving clients in Athens, Georgia and the surrounding northeast Georgia area. In addition to estate planning and tax law, he also assists clients with probate and trust administration, Employee Retention Credit claims, and business formations and agreements. He earned his J.D. from the University of Georgia School of Law and his LL.M. in Taxation from the University of Florida Levin College of Law. He is a member of the State Bar of Georgia and a Registered Neutral with the Georgia Office of Dispute Resolution.

Listen to this informative Legacy Leaders episode with Daniel Goeckel about Career Path and Mentorship, Ideal Clients and Common Issues, Misconceptions and Procrastination, Challenges of Getting Clients to Follow Through, and Complexity of Estate Planning.

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

● Uncover the pivotal role of estate and tax planning

● Discover the strategic advantage of proper estate planning

● Recognize the significance of client follow-through with their estate planning

● Debunk the common myths and misconceptions in estate and tax planning

● Look into the impact of educating clients and raising awareness about the importance of commitment and managing expectations.

Connect with Daniel Goeckel:

Website: https://www.cdavidrowepc.com/

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

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

With your Guest Host: Jeff Gill

Jeffrey Gill is a retirement income specialist with a strong passion for helping people reduce taxes and manage market risks through creative planning. He founded Peak Mutual, specializing in retirement income planning and distribution solutions for clients. As a licensed professional in 46 states, he offers virtual services, saving you time and providing flexible appointment options. The ultimate goal at Peak Mutual is to empower clients with the knowledge and tools necessary to achieve their financial goals and live their best lives. With their expertise and personalized approach, they can help you navigate the complex world of retirement income planning and distribution to achieve your financial dreams.

Connect with Jeff Gill:

Website: https://peakmutual.com/

LinkedIn: https://www.linkedin.com/in/jeffrey-gill-peakfinancialnetwork/

Email: jeffgill@peakmutual.com

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Kitty Hart: Transforming Businesses Through Creative Experiential Marketing Sep 11, 2023

Show notes

Kitty Hart is a seasoned sales and marketing professional, currently serving as the Vice President of Client Brand Experience at Heroic Productions. With over 28 years of experience, she excels in creating exceptional in-person, virtual, and hybrid events for large corporations. She specializes in helping brands discover their authentic stories and translating them into impactful strategies, naming, packaging, and storytelling. Her expertise extends to experience design, partnership marketing, and solving complex business challenges with Design-thinking. Kitty is a respected speaker, writer, and mentor in the marketing and events industries, making her a valuable asset to the Heroic team. She is a true hero in event production and marketing.

Listen to this informative Legacy Leaders episode with Kitty Hart about The Value of Experiential Marketing, Event Marketing for Financial Advisors, Advice for Planning an Engaging Event, Differentiating In-Person and Virtual Attendees and The Importance of Marketing in Challenging Times.

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

● Explore the transforming effect of tangible experiences in your personal life and career

● Gain insights on how to create lasting impressions by truly relating to your audience's needs and wants

● Understand why thinking outside the box is key to successful experiential marketing

● Recognize common oversights in event management and learn effective countermeasures

● Navigate the disruption caused by COVID-19 within the event industry, by embracing inventive alternatives

Connect with Kitty Hart:

Website: https://www.heroic-productions.com/

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

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

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

Email: KHart@heroic-productions.com

With your Hosts: Stan Miller

Connect with Stan Miller:

Website: 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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Carla Fowler: High-Performance Strategies for Achieving Goals Sep 08, 2023

Show notes

Carla Fowler, MD PhD, founded THAXA in 2013 to merge strategy, productivity, and psychology in the realm of performance science. Her coaching, rooted in performance science, has aided numerous executives from various sectors, fostering strategic thinking, execution, and mindset. With a decade of experience, she distills performance principles into actionable methods, enhancing leaders' daily performance. She's a magna cum laude graduate from Brown University, she holds MD and PhD degrees from the University of Washington and conducted her surgical internship at Stanford University. She also enjoys sharing her performance insights through engaging conversations and presentations.

Listen to this informative Legacy Leaders episode with Carla Fowler about Surprising Things High Performers Do Differently, Mistakes That Sabotage Performance, Cultivating Power and Influence, Relishing Uncertainty and Tools for High Performance.

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

● Find out how high-performing strategies can simplify your goal accomplishment

● Grasp the impact of clarity in goal-setting for progressive advancement

● Explore the art of wielding power and influence for a successful journey

● Look into the benefits of cherishing uncertainty in unfolding boundless opportunities and individual development

● Uncover the potentials of coaching tools and procedures in exceeding your performance standard

Connect with Carla Fowler:

Website: https://www.thaxa.com/

LinkedIn: https://www.linkedin.com/in/carla-fowler/

Twitter: https://twitter.com/DrCarlaFowler

Email: fowler@thaxa.com

Get a FREE download on the 8 Biggest mistakes people make when choosing a coach (and how to avoid them) → https://www.thaxa.com/p/legacy-leaders

With your Host: Stan Miller

Connect with Stan Miller:

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

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

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Sam Mazzeo: The Importance of Adequate Estate Planning Sep 06, 2023

Show notes

Sam Mazzeo is a seasoned attorney whose distinct career path has given him a unique perspective on law. Founded his law firm, Better APC, with a focus on constantly improving every day, Sam and his team provide assistance to nonprofits, small and medium businesses, creative professionals, and solo entrepreneurs. His refreshing approach to law, which values accessibility and transparency is evidenced in his engagement with clients through educational materials. Recently adding estate planning to his portfolio of services, he has shown an unmatched dedication to fully servicing his clients and providing them with added value. His philosophy seems to be paying off as many of his clients refer his work to others, showing their trust in him.

Listen to this informative Legacy Leaders episode with Sam Mazzeo about Services offered by Better APC, Positive and negative outcomes in estate planning, Importance of Adequate Estate Planning, Being a trusted advisor, and Ideal Clients.

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

● Gain key business insights from an enriching session with Sam Mazzeo and Better APC

● Decipher how Better APC's legal services aid nonprofits and small businesses to circumvent legal pitfalls

● Familiarize with eye-opening success stories overcoming legal barricades, that will instill confidence in your journey towards success

● Comprehend the essentiality of comprehensive estate planning

● Understand the skill of forging trustworthy, long-lasting relationships with clients

Connect with Sam Mazzeo:

Website: https://inbetterwetrust.com/

LinkedIn: https://www.linkedin.com/in/sam-mazzeo/

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

YouTube: https://www.youtube.com/@inbetterwetrust

Email: sam@inbetterwetrust.com

With your Guest Host: Rod Hatley

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

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Mary Ann Pruitt: Elevating Your Marketing Strategy Sep 04, 2023

Show notes

Mary Ann Pruitt is the CEO and President at Mosaic Media, a team of media buying experts and creative strategists specializing in advertising space negotiation, purchasing, and monitoring. With a background as a senior sales executive in major media outlets, she founded Mosaic to provide specialized media strategy services to agencies and marketing departments nationwide. Her leadership has driven consistent year-over-year growth, earning her recognition such as the 2020 Cynopsis Media Top Women in Media award. Mary Ann's expertise spans traditional, digital, and diverse industries, making her a sought-after industry leader. She's committed to sharing her experience and actionable marketing insights with aspiring professionals.

Listen to this informative Legacy Leaders episode with Mary Ann Pruitt about How COVID Changed Media, Resurgence of Traditional Media, Importance of Precision Targeting, Social Media, and Programmatic and Nuggets of Wisdom for Paid Media.

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

● Understand how COVID-19 has reshaped media consumption, changing the dynamics of audience behavior

● Dive into the resurgence of traditional media platforms and their significance in the digital age

● Learn the value of precision targeting and programmatic advertising in reaching a desirable audience

● Explore the wide spectrum of benefits of aligning with a media partner for your campaigns

● Recognize the urgency for accountability and detailed reporting within media partnerships for campaign success

Connect with Mary Ann Pruitt:

Website: https://mosaic.agency/

LinkedIn: https://www.linkedin.com/in/maryann-pruitt/

Facebook: https://www.facebook.com/mosaic.agency

Twitter: https://twitter.com/mediaMAPs

Email: maryann@mosaic.agency

With your Host: Stan Miller

Connect with Stan Miller:

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

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

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Kevin Moore: The Complex World of Estate Tax Returns Sep 01, 2023

Show notes

Kevin J. Moore, a seasoned attorney and a third-generation Pasadenean, founded KJMLAW Partners in 1992 to invest in his hometown. The firm specializes in estate planning, trusts, probate, domestic/international business transactions, and tax services. With a strong court record, KJMLAW offers personalized financial attention. Kevin holds a Master of Laws (LL.M.) degree in International Taxation and Business from McGeorge School of Law in Sacramento, a Juris Doctor degree from Western State University in Fullerton, California, and a Business Administration degree in Accounting from San Diego State University, School of Accountancy. He frequently serves as a guest speaker/guest lecturer for investment advisors and their clients and often speaks on estate planning and business taxation, while supporting local sports teams and community initiatives.

Listen to this informative Legacy Leaders episode with Kevin Moore about the Importance of Estate Planning, Avoiding Probate and the Use of Trusts, Estate Tax Returns and Exemptions, Legal Concepts in Estate Tax Returns, and Ideal Clients and Services.

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

● Grasp the central role of estate planning and how eviction from probate can become your secret winner

● Break down the laborious process of estate tax returns and spotlight the invaluable role of a specialist

● Learn the secrets of launching and growing a prosperous law firm

● Debunk prevailing myths on revocable living trusts and real asset protection

● Appreciate the joy of giving back through community events

Connect with Kevin Moore:

Website: https://www.kjmlaw.com/

LinkedIn: https://www.linkedin.com/in/kevin-moore-67ba9268/

Twitter: https://twitter.com/KJMlawyers

Email: kmoore@kjmlaw.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

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Karen Eichman: The Importance of Clear Estate Planning Aug 30, 2023

Show notes

Karen Eichman is your “friendly neighborhood attorney,” assisting people and businesses predominantly in the Chester County, Pennsylvania vicinity. She spent nearly 28 years in Kennett Square, initially as Business Manager and later as General Counsel, for a major US mushroom farming organization. She holds dual Bachelor of Science degrees in Business Administration and Accounting from Delaware State University. In 2002, she earned her Juris Doctor from Widener University School of Law while working as a full-time business executive. She is deeply rooted in the Southern Chester County community and actively contributes to local nonprofits. She is licensed to practice law in Pennsylvania since 2002 and the US District Court, Eastern District of Pennsylvania since 2012. A member of the Pennsylvania Bar Association, Karen frequently lectures on labor and employment law, as well as estate planning. Her ultimate goal? To provide her clients with the assurance that their legacy and families are secure.

Listen to this informative Legacy Leaders episode with Karen Eichman about Importance of Estate Planning, Fortifying Assets and Streamlining Distribution, Significance of Trust Funds and Powers of Attorney, Challenges in Promoting Estate Planning, and Estate Planning for Young Adults.

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

● Grasp why estate planning holds value for people of all age-groups

● Delve into techniques to protect your assets and sanction their orderly disbursement

● Comprehend the pivotal part of powers of attorney and trusts in streamlined estate planning

● Discern how adjusting your estate plan to your specific desires can fit your needs perfectly

● Identify how legacy planning safeguards your story for the generations to follow

Connect with Karen Eichman:

Website: https://eichmanlawgroup.com/

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

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

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

Email: Assistance@EichmanLawGroup.com