Legacy Leaders

Latest Episodes:

Workers Comp and Personal Injury Under One Roof Featuring Zach Perecman Apr 26, 2023

Show notes

Zach Perecman is a personal injury trial lawyer and Managing Business Officer at The Perecman Firm. His father, a respected trial lawyer in New York City, inspired Zach to focus on civil litigation and constitutional law. Zach has achieved numerous career milestones, including being a John Marshall Harlan Scholar and serving as a staff editor on the New York Law School Law Review. He has received recognition from various organizations, including Best Lawyers and Super Lawyers. Zach is dedicated to securing justice for accident victims and their families and stays informed about changes in the legal landscape.

Listen to this informative Legacy Leaders episode with Zach Perecman as he talks about their firm's approach to personal injury and workers' compensation cases, the types of cases they handle, and what makes their practice unique. He also shares his personal journey to becoming a lawyer and how he balances his passion for music with his legal career.

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

● The Perecman Firm is a personal injury and workers' compensation law firm based in New York City, representing injured people and workers in all five boroughs of New York City, as well as two counties in Long Island, Nassau and Suffolk County, and sometimes West Chester.

● After working as a paralegal at his father's firm where he got to watch a couple of jury trials from start to finish, Zach developed an interest in law despite his initial passion for music.

● The Perecman Firm prioritizes high-value cases with significant injuries, particularly construction accidents, and offers selective and team-based representation with a strong emphasis on values.

● The firm's unique approach to handling cases involves bringing together as many minds as possible to make important decisions and handling all claims, including workers' compensation, personal injury, and Social Security disability claims, under one roof to better serve clients.

● Although Zach enjoys playing the guitar and attending live music events outside of work, he views music as a personal interest rather than a career path.

Connect with Zach:

Website: https://www.perecman.com/

Instagram: https://www.instagram.com/zachperecmanesq and https://www.instagram.com/theperecmanfirm/

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

LinkedIn: https://www.linkedin.com/in/zach-perecman-5a3b1a24/

YouTube: https://www.youtube.com/channel/UCmivRo8UvsUEK5fLj28Ny4Q

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Welcome to Legacy Leaders Apr 19, 2023

Show notes

Get excited as Stan and Katie Beth take center stage for the much-awaited relaunch of the Your Life Your Legacy podcast, which has now been renamed as the Legacy Leaders Podcast!

The new focus is on building better connections with professionals such as estate planning attorneys, financial advisors, realtors, and CPAs, as they share tips on enhancing client relationships and building a practice based on values.

Apart from the Legacy Leaders Podcast, there's a new edition of the Your Life Your Legacy podcast that will showcase interviews with remarkable people who are bringing positive change to society.

Come along with Stan and Katie Beth as they embark on an exciting adventure of discovery, motivation, and meaningful influence through the Legacy Leaders Podcast!

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Legacy Leaders: Building Your Medical Practice for Retirement featuring Ross Brannon Apr 12, 2023

Show notes

Ross Brannon is a financial advisor with a focus on specialized approaches to financial planning for dental professionals, helping clients achieve their financial dreams and goals without worry. His unique expertise lies in creating Tax Alpha strategies, which help investors outperform by taking advantage of tax-savings strategies that are largely esoteric. Ross works with high net worth & high-income professionals & investors to defer, reduce or eliminate taxes on various types of income. In addition, he has access to strategies and products to solve some of the most significant tax issues faced by accredited investors and qualified purchasers. He is also a Tax-Shelter & Private Equity Consultant at CoastalOne, where he helps to raise funds through partnerships that utilize government tax incentives for high-impact social investing.

Listen to this informative Your Life. Your Legacy. episode with Ross Brannon as he provides advice for small business owner dentists planning to retire, highlighting the importance of a smooth transition and long-term planning, while also discussing his own strategies for leaving a legacy for his children through building strong relationships and emphasizing perseverance and growth mindset.

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

● Ross' connection to a college acquaintance led him to discover the unique challenges faced by small business owner dentists and the importance of transitioning out of practice smoothly, ultimately leading him to specialize in helping this specific group.

● Dentists who plan to retire must avoid selling too early, turn their practice into a business, and think long-term about their future.

● Ross advises his children to always save money, and not be an employee, and he aims to leave them as much money as possible along with his wisdom, building a strong relationship with them to pass on his legacy, and hoping to be their lifelong friend and advisor.

● To strengthen your bond with your children, spend quality time together, join in their activities, prioritize family time, encourage resiliency, avoid excessive technology use, and promote independence.

● To raise successful children, instill in them grit and a growth mindset, and emphasize the importance of never giving up and always doing their best.

Links Mentioned:

Mindset: The New Psychology of Success by Carol S. Dweck: https://www.amazon.com/Mindset-Psychology-Carol-S-Dweck/dp/0345472322

Grit: The Power of Passion and Perseverance by Angela Duckworth: https://www.amazon.com/Grit-Passion-Perseverance-Angela-Duckworth/dp/1501111108

Guest Contact Info:

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

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

Website: https://rossbrannon.com/

Podcast: https://podcasts.apple.com/us/podcast/financial-flossing/id1573619911

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Legacy Leaders: Protecting Your Business Legacy Featuring Andre F. Regard Apr 05, 2023

Show notes

Andre Regard is an accomplished lawyer and entrepreneur who has a diverse legal background and is an expert in various areas of law, such as personal injury claims, business litigation, and estate planning. He holds a degree in accounting from Georgetown University and has extensive experience as a CPA. Andre is also active in his community, serving on several boards, including the Kentucky Health and Welfare Racing Fund and the Kentucky Equine Education Project. Currently, he holds the positions of President of the Central Kentucky Inn of Court and co-chair of the ABA Section of Litigation subcommittee on Consumer Protection Class Actions. People in both the legal and business worlds really respect him because of his entrepreneurial spirit and natural leadership abilities.

Listen to this informative Your Life. Your Legacy. episode with Andre Regard about the importance of family meetings and corporate formalities in protecting family-owned businesses, as well as the significance of succession planning and involving all advisors in estate planning for a business's future success.

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

● Having a family meeting is important to discuss business interests, succession planning, assets division, and share personal updates, as it ensures the continuity of family-owned businesses.

● Corporate meetings help businesses comply with legal requirements and protect themselves from liability by following formalities.

● Planning for succession is essential for family businesses and farms to continue as a legacy beyond the current generation.

● It's crucial to involve all advisors in estate planning to ensure the future success of the business by coordinating the various aspects like setting up trusts and protection vehicles.

● It's beneficial to identify potential issues early and involve professionals to find solutions like insurance products, to prevent litigation by creating a plan for the future.

Connect with Andre:

Twitter: https://twitter.com/lawregard

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

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

LinkedIn: https://www.linkedin.com/in/andre-regard-5057b83/ and

https://www.linkedin.com/company/regardlawgroup/

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Legacy Leaders: Dealing with Debt the Smart Way Featuring Michelle Creeden Mar 29, 2023

Show notes

Michelle Creeden is a skilled attorney with years of experience in various legal areas. She currently serves as Practice Administrator and head of litigation at the Law Office of Fox, Kohler and Associates, PLLC, where she leads a team of 20 lawyers across over 30 states. Michelle's focus on debtor rights and consumer protection drives her passion for helping clients with complex legal challenges, and her commitment to pro bono work and delivering exceptional service have earned her a reputation as a respected and sought-after legal professional.

Listen to this informative Your Life. Your Legacy. episode with Michelle Creeden about overcoming debt struggles with personalized plans and establishing good financial habits. In addition, she also delves into effective leadership and estate planning tips to prevent family issues.

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

● At her practice, Michelle helps clients struggling with debt by providing personalized and affordable plans, negotiating settlements, and guiding them through the process with a focus on the big picture and a commitment to finding the right solutions for their unique needs.

● Setting up good financial habits early on through education is crucial in order to avoid falling into debt, especially in the case of unforeseen circumstances such as losing a spouse or experiencing a significant decrease in income.

● Michelle loves helping people in debt because she wants to make a positive difference in their lives, and by being kind and compassionate while educating them, she hopes to create a legacy of understanding in an industry that's known for scams and harsh judgment.

● To be an effective trainer and leader, treat your team with the same kindness and patience as a kindergarten teacher, listen to them, use interactive methods, and identify their learning style for better results.

● Ensuring that assets are transferred into a trust is a critical step in estate planning, and proper instruction and follow-through can prevent heartbreaking situations where families suffer the consequences of incomplete funding.

Links Mentioned:

Fair Debt Collection Practices Act: https://www.ftc.gov/legal-library/browse/rules/fair-debt-collection-practices-act-text

Guest Contact Info:

Website: https://nationallegal.com/

Twitter: https://twitter.com/nationallegalnh

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

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

Pinterest: https://www.pinterest.ph/NationalLegalCenter/_created/

YouTube: https://www.youtube.com/channel/UCU9Qd54J_aZpQ1pYnRDaHsg

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Legacy Leaders: Providing Water for Children in Kenya with Dr. Jon Robert Mar 22, 2023

Show notes

Dr. Jon Robert is an accomplished pediatrician who has dedicated his life to serving both his local community and communities abroad. With over four decades of experience, Dr. Jon provides excellent care to his patients at Hamilton West Family Medicine Clinic in Hot Springs, Arkansas. In addition to his work as a pediatrician, Dr. Jon is a passionate advocate for safe water access in underserved regions of the world. He has worked tirelessly with Kenya Relief to build water treatment facilities and boreholes in Migori, Kenya, and has led several medical teams to provide critical care to those in need.

Listen to this informative Your Life. Your Legacy. episode with Dr. Jon Robert about his involvement with Kenya Relief, talking about how the project provides numerous ways for individuals, including his family, to get involved and make a positive impact.

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

Kenya Relief is a non-profit organization that was established by a nurse anesthetist to honor his daughter's memory, which has constructed critical infrastructure such as an orphanage, school clinic, hospital, and water systems in Kenya, with Dr. Jon being a frequent visitor and contributor to the project.
Dr. Jon's encounter with Mary, a young Kenyan girl, sparked a life-changing commitment to supporting Kenya Relief that has now become a part of his family's legacy.
Dr. Jon and a team of volunteers witnessed the disastrous impact of drought on a refugee camp in Kenya, inspiring them to take action by leveraging their network of connections to fund and build two water wells, ultimately bringing relief to the locals and renewing the community.
A first-hand experience of poverty in the developing world deeply impacted Dr. Jon and his family, fostering greater compassion and understanding towards those in need.
A first-hand experience of poverty in the developing world deeply impacted Dr. Jon and his family, fostering greater compassion and understanding toward those in need.

Connect with Dr. Jon:

LinkedIn: https://www.linkedin.com/in/jon-robert-28200a35/

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Legacy Leaders: Creating Objective-Based Estate Plans Featuring Mary Vandenack Mar 15, 2023

Show notes

Mary Vandenack is a highly accomplished and respected attorney with extensive expertise in tax, trusts and estates, business succession, high net worth estate planning, asset protection planning, executive compensation, tax dispute resolution, and philanthropy. As the CEO, Founding, and Managing Member of Vandenack Weaver LLC in Omaha, Nebraska, Mary provides exceptional legal services to businesses, business owners, executives, real estate developers and investors, healthcare providers, professionals, and tax-exempt organizations. She is a renowned public speaker, writer, and innovator in her field, sharing her knowledge and insight with audiences across the US through podcasts, webinars, and publications. Mary is actively involved in several American Bar Association committees, including the Real Property Trust and Estate Section and the Law Practice Division, where she serves on the Executive Council and as Vice Chair of Law Practice Magazine. With numerous accolades and recognitions, Mary is widely regarded as one of the leading lawyers in her field.

Listen to this informative Your Life. Your Legacy. episode with Mary Vandenack about her approach to legacy planning as objective-based planning. In addition, she also discusses transitioning a business to family, the emotional value of farming land, integrating insurance, selling a business with no family members, and the importance of wellness in her work.

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

● Legacy planning is more than just drafting wills and trusts - it's about understanding a client's objectives and collaborating with their advisors to achieve long-term goals, including business transitions and passing on a legacy to family members.

● Partnering with financial advisors, life insurance can help tackle common challenges in family businesses, particularly in agriculture, where wealth is typically concentrated in property and livestock, and where it can be challenging to distribute inheritance fairly among non-business-involved family members.

● Preserving a family legacy over multiple generations is possible with creative planning strategies, such as incentive farm leases and LLC structures, but balancing the interests of all family members and avoiding internal resentments is crucial for success.

● When no family members are available to take over a business, the conversation shifts to business succession. Essential considerations include identifying potential buyers, understanding what life looks like after the sale, and beginning succession planning from the day you start the business.

● As a wellness visionary and advocate, Mary prioritizes well-being in her personal and professional life, recognizing the importance of mental and physical health for both herself and her clients.

Connect with Mary:

Website: https://maryvandenack.com/

Vandenack Weaver, LLC: https://vwtlawyers.com/

Twitter: https://twitter.com/mvandenack

LinkedIn: https://www.linkedin.com/in/mary-vandenack-508020a/

Podcast: https://maryvandenack.com/podcast/

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Legacy Leaders: Becoming an Expert in the Field with Your Book featuring Rob Kosberg Mar 08, 2023

Show notes

Rob Kosberg is an entrepreneur, business consultant, and publisher with over two decades of experience in the business. High-profile clients under his belt include world champion boxer Evander Holyfield and Shark Tank's Kevin Harrington. As the Founder of Best Seller Publishing, he has helped over 200 authors hit the best-seller list in 23 different industries. Rob is a sought-after speaker and business strategist thanks to his expertise in book promotion, marketing, and lead generation. His ability to help his clients become the go-to experts in their respective fields has earned him a reputation as one of the most respected authorities in the industry.

Listen to this informative Your Life. Your Legacy. episode with Rob Kosberg as he shares incredible tips on how to become a bestselling author, create a positive impact, and generate income by writing your own book. Don't wait any longer to take your career to the next level as Rob also talks about how to unleash the power of your book!

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

● Writing a book can be a daunting yet fulfilling experience, as Stan found solace in providing solutions for clients and creating a guide for those with similar struggles, while bonding with other writers. It may not bring wealth, but it establishes a foundation for future endeavors and validates your expertise.

● A book can serve as a foundation to build a business, professional practice, or speaking career, and can help crystallize ideas, with success stories like Dave Ramsey and John Maxwell who built multimillion-dollar businesses from their books, and Michelle Obama who secured national media appearances.

● Enhanced ghostwriting is a way to transform your extensive knowledge and captivating stories into a finely crafted book, complete with chapters that capture your unique voice and keep your readers hooked.

● A well-crafted book can offer guidance and pave the way for building your business connections.

● Rob and his team's enhanced ghostwriting process can help busy entrepreneurs complete their book in four to six months with just at least 45 minutes a week. They also ensure their client's book becomes a bestseller with a launch process that includes paid advertising, social media, and press releases to reach a wider audience.

Connect with Rob:

Website: https://bestsellerpublishing.org/

Twitter: https://twitter.com/robkosberg

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

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

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Legacy Leaders: Preserving Family Histories with an Ethical Will featuring Nancy Sharp Mar 01, 2023

Show notes

Nancy Sharp is an influential writer, storyteller, and motivational speaker who has inspired many people through her experiences and teachings. Her widely published memoir, Both Sides Now: A True Story of Love, Loss, and Bold Living, is an inspiring and captivating tale of her journey through the tragic loss of her husband to a brain tumor and how she emerged from that difficult time with a renewed sense of purpose and an unwavering commitment to living boldly. In addition, Nancy's children's book, Because the Sky is Everywhere, was inspired by actual conversations and dreams of her three-year-old twins who struggled to understand where their father was after his death, a concept that is particularly abstract for small children. They eventually realized their father might be elsewhere during a car ride, inspiring Nancy's book. Nancy is also an accomplished speaker and trainer who has shared her expertise with many audiences, including Fortune 500 companies, global organizations, and communities across North America.

Listen to this informative Your Life. Your Legacy. episode with Nancy Sharp as she shares her wealth of knowledge on building legacies through storytelling and ethical wills, and how her impactful workshops and training programs have helped countless individuals and families connect with their histories and leave a meaningful and lasting legacy for future generations.

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

● Nancy's own experiences and work with clients have taught her the value of speaking up and expressing oneself without delay to leave a lasting impact and have peace of mind.

● Both Sides Now is an inspiring memoir written by Nancy after finding a perfect metaphor for her story in Joni Mitchell's song. It aims to comfort people navigating through their losses by letting them reflect on their own stories.

● Nancy's children's book Because the Sky is Everywhere teaches that love transcends physical separation and loss and endures even when someone we love is no longer with us.

● A guided autobiography helps individuals leave a meaningful legacy and capture important life experiences through storytelling, providing accountability and guidance for those who want to write a life letter but struggle to find the time and structure to do so.

● Creating a life letter can help you live with more intention and purpose, and it's never too soon or too late to start.

Links Mentioned:

Both Sides Now: A True Story of Love, Loss, and Bold Living: https://www.amazon.com/Both-Sides-Now-Story-Living/dp/B09QP7HC2S

Because the Sky is Everywhere: https://www.amazon.com/Because-Sky-Everywhere-Nancy-Sharp/dp/0998173908

Connect with Nancy:

Twitter: https://twitter.com/nancystorymuse

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

Facebook: https://www.facebook.com/nancy.storymuse

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

Website: https://www.nancysharp.net/

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Legacy Stories: Bringing Family Harmony to Estate Planning with Patricia De Fonte Feb 22, 2023

Show notes

Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own.

Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.

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

● Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way.

● Patricia's approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services.

● Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind.

● In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.

● Estate planning is a crucial part of financial planning, especially for those facing social justice issues. Patricia works to help people of all backgrounds secure their wealth for future generations.

Connect with Patricia:

Links Mentioned:

WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909

Guest Contact Info:

Email: patricia@defontelaw.com

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

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

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

De Fonte Law PC: https://defontelaw.com/

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