Jack Walker is one of the founders of Walker Lambe, and has been practicing law for 50 years, serving clients and their families in matters including estate planning, trust and estate administration, tax planning, business succession planning, financial planning, and representation of nonprofit organizations. He has practiced in Durham his entire career and was the first attorney in Durham to be designated a Board-Certified Specialist in Estate Planning and Probate Law. He has served as a member of the American Bar Association, as a member of the Section on Taxation, North Carolina Bar Association, Durham County Bar Association, Durham-Orange Estate Planning Council, and Duke University Estate Planning Council. He frequently conducts educational seminars on estate planning and related topics for lawyers, financial professionals, and community organizations.

Listen to this informative Legacy Leaders episode with Jack Walker about Jack’s Evolving Practice, Ideal Clients, Common Issues and Misconceptions in Estate Planning, The Consequences of DIY Estate Planning and Successful Estate Planning for a Terminally Ill Client.

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

●    Discover the importance of estate planning and how seeking legal advice can protect your assets and loved ones

●    Learn about the risks of joint ownership and the potential for accidental disinheritance, and how to avoid these pitfalls

●    Dive into a compelling case study of successful estate planning for a retired judge with ALS, highlighting key strategies and considerations

●    Understand the importance of prioritizing legal planning and the dangers of trying to navigate it alone without proper legal guidance

●    Explore the communication preferences of legal professionals and gain insights on how to effectively contact the right firm for your needs and questions

Connect with Jack Walker:

Website: https://www.walkerlambe.com/

LinkedIn: https://www.linkedin.com/in/jack-walker-571a3927/

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

Phone: (919) 493-8411

Email: [email protected] 

With your Guest Host: Mike Slaughter

Mike Slaughter is the President of Retirement & Estate Planning Services, Inc., specializing in retirement, estate, and tax planning for individuals and small business owners. He holds various financial designations, including CLU, CFP®, LUTC-F, AEP, CRPC®, and MSFS. Mike has taught Finance and Insurance at the University of North Carolina at Charlotte and has been involved in entrepreneurship. He is often consulted for life insurance audits, particularly for business owners, professionals, and high-net-worth individuals, due to his expertise in the field.

Connect with Mike Slaughter:

Website: http://www.repsplan.com/

LinkedIn: https://www.linkedin.com/in/mike-slaughter-b6308412/

Email: [email protected]

Phone: 704-372-5520

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Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.”  She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, tax, and motivational life topics for divorced and widowed women. She is a fee-only advisor and adheres to the CFP® Board’s strict fiduciary standard of putting her customer’s needs first.  She is a graduate of UCSD, a Certified Financial Planner™, a Chartered   Financial   Consultant, and a Certified Divorce Financial Analyst. She is a professionally trained speaker and storyteller and enjoys taking on complex topics and making them easy to understand and relate to.

Listen to this informative Legacy Leaders episode with Barbara Norman about Helping Divorced and Widowed Women, Embracing Transitions, The Importance of Charitable Planning in IRAs, Being a Trusted Advisor and The Complexity of Financial Planning.

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

Connect with Barbara Norman:

Website: https://www.sagepathsolutions.com/ 

LinkedIn: https://www.linkedin.com/in/barbara-norman-ceo-sage-path-solutions-cfp%C2%AE-chfc%C2%AE-cdfa%C2%AE-a7b83a29/ 

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

YouTube: https://www.youtube.com/@barbaranormancfp4490 

Barbara’s Book: https://www.amazon.com/How-Happily-Divorced-Marriage-Wanting/dp/B0BV4LBS7C 

Email:  [email protected]  

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

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

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

Connect with Aviva Gordon:

Website: https://gordonlawlv.com/ 

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

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

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

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

Email: [email protected]  

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: [email protected]

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

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

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

Connect with Maureen Falvey:

Website: https://markstrongcoaching.com/ 

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

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

Email: [email protected] 

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

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

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

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

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

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

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

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

Connect with Dustin Nichols:

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

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

Email: [email protected] 

Phone: 949-240-1101

With your Guest Host: Rod Hatley

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

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

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

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

Twitter: https://twitter.com/rodneyhatley

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

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

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

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

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

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

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

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

Connect with Nancy McKenna:

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

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

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

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

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

With your Hosts: Stan Miller

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

Connect with Stan Miller:

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

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

Katie Beth Hand

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

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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

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

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

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

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

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

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

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

Connect with Jacob Stewart:

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

Email: [email protected] 

Phone: 855-335-1060

 With your Guest Host: Tim Garrity

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

Connect with Tim Garrity:

Website: https://paragoncapitalpartners.com/

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

Email: [email protected]

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

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

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

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

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

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

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

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

Connect with David Lucas:

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

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

Email: [email protected] 

With your Guest Host: Silvanna Valencia

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

Connect with Silvanna Valencia:

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

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

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

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

Phone: (410)-733-8661

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

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

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

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

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

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

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

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

Connect with Roseann Murray:

Website: https://murraylawllc.com/

Email: [email protected]

Phone: (720)-272-7605

With your Guest Host: Carol Eddy

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

Connect with Carol Eddy:

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

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

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

Email: [email protected]

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

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

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

●    Discover the critical role of storytelling in immortalizing a legacy

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

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

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

●    Acknowledge the necessity of anticipating unpredictability when dealing with legacies

Connect with LaNette Kincaide:

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

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

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

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

Email: [email protected]

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

With your Guest Host: Karl Doug Hering

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

Connect with Karl Doug Hering:

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

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

Email: [email protected]

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