Legacy Leaders

Dylan Metzner measures his accomplishments by the value and successful outcomes he creates for the clients he serves, including high-net-worth individuals, corporate executives, closely held business owners, and professionals. He counsels individuals and families throughout the United States and internationally with their tax, estate and private wealth planning needs, guiding them through the maze of laws and practical considerations, moving each client closer to achieving goals and resolving outstanding issues.

Listen to this informative Legacy Leaders episode with Dylan Mentzer about family dynamics and estate planning

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

● Dylan discusses how estate planning is crucial for maintaining family harmony and passing down wealth and values. Issues such as family dynamics, potential conflicts, and the importance of tough discussions are common themes in estate planning.

● Dylan emphasizes the importance of considering income tax consequences related to retirement accounts in estate planning. Retirement accounts can have significant tax implications for beneficiaries, so it's crucial to address this alongside minimizing estate taxes. Failing to do so could lead to unexpected tax burdens for heirs inheriting these assets.

● Dylan talks about the need for involving professionals like estate attorneys and financial advisors is crucial for transitioning family wealth smoothly. Dylan and Carol emphasize the importance of minimizing family discord during the estate planning process. They stress the need for tough discussions with family members to avoid conflicts.

● Open communication is crucial in selecting guardians, financial decision-makers, and medical decision-makers in estate planning. It is important to have candid conversations with potential decision-makers to ensure they are willing and able to fulfill these roles, avoiding conflicts of interest and misunderstandings. By openly discussing expectations and responsibilities, individuals can minimize the risk of family discord and ensure a smooth transition of decision-making authority in times of need or incapacity.

Connect with Dylan:

https://joneskeller.com/attorneys/dylan-h-metzner/

https://joneskeller.com/

https://www.linkedin.com/company/jones-&-keller-pc/mycompany/?viewAsMember=true

https://www.linkedin.com/in/dylan-metzner-20719041/

With your Guest Host Carol Eddy:

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol's professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory.

At the heart of Carol's approach is her groundbreaking "She Wins Process," a strategic framework that empowers women to take tangible steps toward financial triumph. It's about breaking free from financial constraints and embracing a brighter future now.

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Jack has over 30 years in the housing industry with a comprehensive understanding of the cost of home ownership. Along with traditional mortgage programs, Jack has become an expert in assisting veterans, active armed service members and civil servants. He upholds a steadfast commitment to providing impeccable service to his clients and prides himself on guiding them into a program that best suits their needs.

Listen to this informative Legacy Leaders episode with Jack Herman

about relationships in the lending industry.

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

● Jack discusses the Homes for Heroes Program which offers benefits to veterans, first responders, medical personnel, and teachers as a token of appreciation for their service.

● Jack explains the importance of building trust and rapport with clients over time to provide personalized lending services involves understanding each client's unique circumstances, needs, and financial goals.

● Jack emphasizes the importance of addressing client challenges, such as low credit scores or loan preferences, and why this is crucial in the lending process. By working closely with clients, lenders can establish meaningful relationships and provide personalized assistance tailored to individual needs.

Connect with Jack:

Facebook: https://www.facebook.com/profile.php?id=100090254596329

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

Website: https://www.myoakleaf.com/loan-officer/jack-herman/

With Guest Host Adam Diamond:

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

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

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Mr. Gordon's practice includes representing publicly traded companies and closely-held businesses in connection with a wide variety of corporate and real estate matters.

He frequently represents REITs with sale-leaseback transactions, joint ventures, real estate developments and other complex transactions that regularly range from $10 million to in excess of $1 billion.

He also advises clients in the multifamily housing industry in connection with capital raises, joint ventures, acquisitions, and similar transactions.

Mr. Gordon's practice also includes representing clients in numerous industries as outside general counsel in connection with general corporate matters, commercial agreements, mergers and acquisitions, tax issues, and securities laws. Mr. Gordon also works with individuals and family businesses on a regular basis in connection with estate planning and estate administration.

Listen to this informative Legacy Leaders episode with Nathan Gordon

about wealth transition.

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

● Nathan explains engaging with clients to understand their needs, educating them on options, and arriving at tailored solutions for their estate planning needs is crucial. By working closely with small to mid-sized business owners, discussing succession plans, wills, trusts, and potential tax implications, legal professionals can help clients navigate complex decisions and create personalized estate plans that address their unique circumstances.

● Nathan emphasizes the importance of addressing wills, estate tax issues, special needs trusts, and family dynamics in business succession in estate planning to avoid costly and complex situations that can arise from lack of planning.

● Nathan discusses the importance of planning ahead to avoid unnecessary financial burden and complications for family members in the event of unexpected circumstances like sudden death or complex estate tax issues.

● Nathan explains that he encourages early planning to avoid costly issues like setting up trusts posthumously or missing out on tax-saving opportunities. Procrastination in estate planning can have a significant impact.

Connect with Nathan:

https://www.bakerdonelson.com

With Your Guest Host Chuck Gore:

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

https://laborretirementservices.com

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

Listen to this informative Legacy Leaders episode with Maureen Kroll

about planning ahead.

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

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

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

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

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

Connect with Maureen:

https://maureenkroll.com

With your Guest Host: J Diane Robinson

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

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

Connect with J Diane Robinson:

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

Emails: [email protected] / [email protected]

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

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

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

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

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

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

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

Connect with Giuseppe Grammatico:

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

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

X: https://twitter.com/ggrammatico

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

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

With your Hosts: Stan Miller

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

Connect with Stan Miller:

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

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

Katie Beth Hand

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

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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

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

Listen to this informative Legacy Leaders episode with Maggie Drabczynski

about virtual assistant expertise.

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

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

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

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

Connect with Maggie:

Website: www.e-ssistant.net

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

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

With Your Guest Host Adam Diamond:

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

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

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

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

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

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

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

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

Connect with Greg:

Links Mentioned:

Podcast: https://www.lifetimeatwork.com

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

With your Hosts: Stan Miller

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

Connect with Stan Miller:

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

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

Katie Beth Hand

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

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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

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

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

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

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

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

Connect with Luke:

Website: lsnodgrasslaw.com

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

With your Guest Host Chuck Gore

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

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

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

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

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

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

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

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

Connect with Julie:

Website: https://wyseminds.com/

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

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

With your Hosts: Stan Miller

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

Connect with Stan Miller:

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

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

Katie Beth Hand

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

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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

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

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

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

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

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

Connect with Jonathan:

Website: www.lawcornwall.com

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

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

With Your Guest Host Laurie Varcoe:

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

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