Legacy Leaders

Latest Episodes:

Mikhak Ghorban: Legacy Planning Tips for Divorce and Immigration Clients Aug 04, 2023

Show notes

Mikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, with an enviable blend of corporate and familial legal knowledge, she helps individuals through the complexities of immigration and divorce processes. She's a believer in putting the client first, and she expertly guides them to consider all factors before making momentous decisions.

Listen to this informative Legacy Leaders episode with Mikhak Ghorban about Collaborative Divorce, Legacy and Resolving Conflicts, The Importance of Estate Planning in Divorce, Being a Trusted Advisor and Planning and Awareness in Divorce.

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

● Explore the intricate connection between legacy and its role in family law and immigration disputes

● Comprehend the essentiality of forward-thinking financial planning and its impact on divorce scenarios

● Realize the toughness of the road towards financial safety and asset retention for immigration clients

● Grasp the power wielded by a trusted advisor in the context of family law and immigration affairs

● Understand why professional expertise is indispensable to avoid irreversible pitfalls in legal matters

Connect with Mikhak Ghorban:

Websites:http://ghorbanlaw.com/

LinkedIn: https://www.linkedin.com/in/mikhak-ghorban-81047220/

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

Phone: (858) 201-4540

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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John Creekmur: Building Your Path to Financial Freedom Aug 02, 2023

Show notes

John Creekmur is a well-respected authority in the financial planning industry with a passion for aiding individuals in building and securing their wealth. Even during his teens, he wanted to be in the financial field and, as a result, he pursued his bachelor’s degree in accounting and finance from Cedarville University. In addition, he has completed a Master of Business Administration degree and holds the Certified Financial Planner™ (CFP®) designation. He started his career with a large brokerage firm and transitioned to the investment department at a local bank. In 1995, he started his own firm, which has grown to its present form as Creekmur Wealth Advisors.

Listen to this informative Legacy Leaders episode with John Creekmur about Working with Family in the Business, Acquiring Financial Practices, True Wealth Beyond Money, The Role of Faith and Building a Foundation for Life.

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

Unpack the secrets behind successful financial strategizing and goal attainment
Realize the key to setting healthy boundaries and fostering positive relationships with family in the workplace
Master the hurdles tied to transitioning your financial practices, whether it's retirement or a shift in careers
Explore the diverse facets of wealth beyond your bank balance, leading to a fulfilling life of abundance
Learn to infuse your financial and legal planning with a clear sense of your overarching values

Connect with John Creekmur:

Website: https://creekmurwealth.com/

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

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

Email: john@creekmurwealth.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.

Connect with Stan:

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:

Website: https://pinnaclelegacylaw.com/

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

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Vance Brown: Insights on Meaningful Legacy Jul 31, 2023

Show notes

Vance is a seasoned entrepreneur, CEO, and lawyer with over 30 years of experience. He co-founded successful software companies like Cherwell Software and GoldMine Software. He was also the CEO of the National Cybersecurity Center and received prestigious awards for his entrepreneurial achievements. He currently serves as co-founder and executive director of Exponential Impact, an entrepreneur accelerator, and holds a position at Thrivers Leadership Institute. He played a crucial role in establishing The Classical Academy, Colorado's largest K-12 charter school. He has received multiple awards and accolades for his entrepreneurial achievements, including the EY Entrepreneur of The Year™ Award and recognition by Goldman Sachs as one of the "100 most intriguing entrepreneurs."

Listen to this informative Legacy Leaders episode with Vance Brown about Transitioning from Law to Founding a Software Company, Building a Company while making Ends Meet, Founding a Charter School, Family & Faith and Hope and Legacy

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

● Unearth the secrets behind Vance's thriving entrepreneurial journey intertwined with a great passion for technology

● Witness the genesis and evolution of The Classical Academy charter school, a beacon of educational advancement

● Step into the world of Cherwell Software

● Draw inspiration from how Vance interweaves the themes of entrepreneurship, passion, and legacy in his life's narrative

● Explore Vance's unique perspective on leaving a noteworthy legacy and offering hope to others

Connect with Vance Brown:

Websites: https://www.exponentialimpact.com/

https://thrivers.com/

LinkedIn: https://www.linkedin.com/in/vance-brown/

Email: Vancebrown@thrivers.com

With your Guest Host: Karl 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 Hering:

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

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

Email: khering@moneyconcepts.com

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Peter Matthies: Transforming Business Cultures Jul 28, 2023

Show notes

Peter Matthies, is a former venture capitalist who embarked on a journey of self-discovery and founded the Conscious Business Institute. Originally from Germany, he began his career in electronic engineering and consulting before starting his own software company. Searching for a deeper purpose in life, he sold his shares and moved to California, immersing himself in tech and finance while also exploring alternative spiritual paths. Today, Peter's Conscious Business Institute helps iconic companies like BMW, Starbucks, and Intel transform their cultures and lead with purpose.

Listen to this informative Legacy Leaders episode with Peter Matthies about The Four Quadrants, Impact on Individual Leaders, Impact on Relationships, Legacy vs. Impact, and Plan BE book.

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

● Discover Peter Matthies' fascinating transition from venture capitalist to the founder of Conscious Business Institute

● Understand the Four Quadrants that create an inspired organization according to the Conscious Business Institute

● Gain insights into Conscious Business Institute's techniques for reshaping company culture

● Learn the significance of transparency and trust in establishing a Conscious Business

● Be among the first to hear about the upcoming release of CBI's book, Plan BE, focusing on authentic living

Connect with Peter Matthies:

Website: https://consciousbusinessinstitute.com/

LinkedIn: https://www.linkedin.com/in/peter-matthies/

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

Twitter: https://twitter.com/pmatthies

Book: https://plan-be.us/

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Jim Rowe: How Strategic Writing and Critical Thinking Drive Business Growth Jul 26, 2023

Show notes

Meet Jim Rowe, an author, speaker, and marketing expert who has carved an impressive path in the world of strategic brand marketing over the years. With countless career milestones including launching an innovative ad agency and holding the title of outsourced Chief Marketing Officer for numerous clients, his journey is one of consistent adaptation and evolving expertise. His core belief in the power of critical thinking and accurate communication has led Jim to conceptualize the Adapter Method, aimed at nurturing these skills amongst professionals.

Listen to this informative Legacy Leaders episode with Jim Rowe about The Skills Gap, Creating a Culture of Communication, The Importance of Teaching Writing, The Missing Link in Education, and The Importance of Mentorship.

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

● Uncover why strategic writing is the lifeblood of thriving businesses

● Realize the power of closing the skill gap in critical thinking and communication

● Discover the hidden impact of inadequate strategic writing education on future professionals

● Appreciate the value of fostering a culture that prizes strong communication and effective writing

● Grasp the toll poor communication can have on your business and the transformative benefits of mentorship

Connect with Jim Rowe:

Website: https://www.getyourducksinarowe.com/

LinkedIn: https://www.linkedin.com/in/jim-rowe-8751166/

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

Twitter: https://twitter.com/JamesTRowe

Book 1: https://www.amazon.com/Your-Ducks-Business-Writing-Communication/dp/0578355248

Book 2: https://www.amazon.com/Your-Ducks-Rowe-P-T-Communication/dp/0578293307

With your Host: Stan Miller

Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book "Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations" was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals and others with advice on the best ways to create your legacy.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ | https://legacyleadersnetwork.org/

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

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Strategies for Successful Family Farm Succession Planning featuring Pat Dillon Jul 24, 2023

Show notes

Pat Dillon, a passionate farming lawyer, embodies the profound knowledge and understanding of agricultural laws, making him highly valued by the rural communities in Northeast Iowa. For almost two decades he has been providing legal support to farmers, Ag businesses, and small entrepreneurs with an unmatched zeal and dedication. As an integral part of the American Agricultural Law Association and the Iowa State Bar AG Law section, he has guided numerous clients through business transition planning, estate planning, and bankruptcy. He further strengthens his commitment towards his clients by authoring an insightful book, Iowa's Farmers Guide to Legal Issues, offering them valuable advice on dealing with legal complexities in farming.

Listen to this informative Legacy Leaders episode with Pat Dillon about Why Estate Planning is Important for Farmers, The Consequences of Poor Estate Planning, Success Stories in Estate Planning, Tools for Successful Estate Planning, and The Importance of Maintaining Assets and Treating People Equitably.

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

● Grasp why estate planning emerges as a crucial step in the survival and succession strategies of farming families

● Navigate through the process of fair division among family members when planning estates

● Understand how connecting with professionals across different legal fields can streamline estate planning

● Acquaint yourself with the dynamic, unpredictable changes within the farming sector and their impact on estate planning

● Discover how legal advisors specializing in rural affairs provide indispensable support and advice

Connect with Pat Dillon:

Website: https://dillonlawpc.com/

LinkedIn: https://www.linkedin.com/in/pat-dillon-99b8261/

Twitter: https://twitter.com/dillonlaw

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

Book: https://www.amazon.com/Field-Manual-Farmers-Guide-Issues/dp/1467957577

Email: patdillon@dillonlawpc.com

Connect with Michael Clanin:

Website: https://safemoneyfirst.com/

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

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Demystifying Estate Planning: Why It's Essential for Everyone featuring Jake Carlson Jul 21, 2023

Show notes

Jake Carlson is a gifted storyteller, lawyer, and entrepreneur who specializes in estate planning. Known for his natural charisma and his ability to form immediate connections with others, Jake's approach to law is deeply personal. His work centers around helping individuals protect their assets and ensuring a smooth transfer of wealth to their loved ones. He earned his law degree from California Western School of Law along with an MBA from San Diego State University. He's also authored over 100 leadership articles centered on influence, legacy, and family vision. Away from law, Jake is a self-proclaimed adventure junkie with a love for travel and trying new things.

Listen to this informative Legacy Leaders episode with Jake Carlson about Introduction to Estate Planning, Misconceptions about Wills and Trusts, Challenges and Conflicts in Estate Planning, Importance of Communication in Estate Planning, and Challenges in the Business of Estate Planning.

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

● Uncover the significance of estate planning, not just for the wealthy, but an essential for everyone

● Explore the advantages of trusts, leaving behind the myth that they're tailored only for the affluent

● Understand the necessity of frequent plan assessments and annual reviews to keep pace with ever-changing goals and situations

● Grasp the impact of open family communication to alleviate potential conflicts during estate planning

● Recognize the need for a power of attorney to facilitate financial and medical decisions if an individual becomes incapacitated

Connect with Jake Carlson:

Website: https://lifeplanlegalaz.com/

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

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

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

Youtube: https://www.youtube.com/channel/UCquL6aql7EbstVrUV3qRGig

Email: jake@lifeplanlegalaz.com

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Advice for Empowering Your Legacy Featuring Frank Sinclair Jul 19, 2023

Show notes

Frank Sinclair, a talented and accomplished individual who has dedicated his life to encouraging and empowering others. Born into segregation and raised in poverty, he didn't let these challenges define him. Instead, he used his love for reading and personal development to overcome his circumstances and make a significant impact in the lives of others. As a speaker, author, and founder of Dream Again Business Consulting, Frank has made it his mission to help others discover their unique purpose and achieve their highest potential. Through his radio program and encouraging Facebook community of over 50,000 members, he continues to spread his message of hope, inspiration, and intentional living.

Listen to this informative Legacy Leaders episode with Frank Sinclair about Leaving a Lasting Legacy, Gifting and Encouragement, Legacy of Love, Building a Legacy Intentionally, and Helping Others Fulfill Their Purpose.

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

● Discover powerful strategies to build a lasting legacy that positively impacts future generations

● Uncover intriguing tales from Frank Sinclair's personal journey and the experiences that shaped his career

● Learn effective techniques to identify and develop your unique skills for personal growth

● Recognize the importance of thinking big and tapping into your own extraordinary potential

● Gain insights on creating an inspiring and empowering legacy for others to follow

Connect with Frank Sinclair:

Website: https://dreamagainllc.com/

LinkedIn: https://www.linkedin.com/in/frank-sinclair-038722137/

Facebook: https://www.facebook.com/frank.sinclair.92

Instagram:https://www.instagram.com/fsinclair0146/

Youtube:https://www.youtube.com/channel/UCnIQNCf_IXO5Hr3jSkNkU-A

Email: Frank@DreamAgainLLC.com

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Stay Ahead of the Curve: Annual Estate Plan Reviews Featuring John DeSantis Jul 14, 2023

Show notes

John DeSantis, a seasoned attorney specializing in estate planning and tax law. With a background in accounting, he attended St. John's Law School while working as a CPA, making him an expert in both fields. He has substantial experience in helping clients understand their options and craft the best plan for their estate, ensuring that their assets are distributed in line with their wishes. John's expertise has been pivotal in his work at KPMG and Levine DeSantis, making him a top choice for all estate planning matters.

Listen to this informative Legacy Leaders episode with John DeSantis about Achieving Coordinated Asset Titling and Estate Planning, Essential Estate Planning Documents, What Happens Without Estate Planning?, Helping Clients, and Ideal Clients.

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

Discover the crucial elements of estate planning and how it secures your future
Uncover the significance of healthcare directives and power of attorney in safeguarding your family
Debunk common misconceptions surrounding estate planning and learn the facts
Master the art of coordinating asset titling with estate planning for a streamlined approach
Embrace a personalized and thoughtful strategy to make estate planning work best for you

Connect with John DeSantis:

Website: https://www.levinedesantis.com/

Email: jdesantis@levinedesantis.com

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Mastering Estate Planning for Digital Assets featuring Anjali Patel Jul 12, 2023

Show notes

Anjali Patel is an accomplished attorney who has dedicated her career to helping small business owners and individuals navigate the complexities of civil litigation and transactional matters. With a passion for business formation, strategy, estate planning, and employment matters, she consistently provides her clients with creative and practical solutions to avoid costly litigation. Born and raised in the Phoenix metropolitan area, she is proud to call Tempe home, where she serves on the Board of Directors for the Tempe Community Council. Anjali's unique background in Molecular Biosciences and Biotechnology, coupled with her certificate in History and Philosophy of Science, has allowed her to bring her expertise to the forefront of the digital assets and estate planning field.

Listen to this informative Legacy Leaders episode with Anjali Patel about the Importance of Estate Planning, Common Misconceptions, Making Estate Planning Easy & Fun, Challenges in Estate Planning, and Digital Assets & Appointing a Digital Executor.

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

Unveil the essential nature of estate planning that transcends economic status
Demystify the perceived complexity and costliness of orchestrating an estate plan
Embrace the importance of acting decisively in executing your estate planning strategy
Delve into the realm of digital assets and the need for a dedicated digital executor in your plan
Recognize the immense protection and peace of mind an effective estate plan provides to your family

Connect with Anjali Patel:

Website: https://www.allenlawaz.com/

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

Email: anjali@allenlawaz.com

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