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:

Connect with John DeSantis:

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

Email: [email protected]

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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:

Connect with Anjali Patel:

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

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

Email: [email protected]

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Justin Smith, a financial advisor and wealth management expert with 18 years of experience in the industry. With a keen interest in investments and taxes, he has dedicated his career to helping corporate executives and individuals in the C-suite navigate the complexities of tax planning. Recently, his focus has shifted towards advising clients on hybrid retirement and semi-retirement, helping them find a balance between work and leisure in their golden years. Justin's unique approach to financial planning has led to the creation of a workbook and webinar series aimed at assisting clients in achieving their ideal retirement vision.

Listen to this informative Legacy Leaders episode with Justin Smith about Charitable Work in Retirement, Health & Activity Goals, Starting Early & Being Deliberate, Proactive Tax Planning, and The Role of Accountability and Counsel.

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

●    Uncover the innovative methods Justin Smith employs in hybrid retirement planning

●    Recognize the vital role tax planning plays in a secure and worry-free retirement

●    Familiarize yourself with Smith's holistic retirement planning process

●    Expand your horizon with inspiring activities in retirement, emphasizing philanthropy and consulting opportunities

●    Benefit from Smith's free retirement goal-setting and financial planning workbook

Connect with Justin Smith:

Website: https://savantwealth.com/

LinkedIn: https://www.linkedin.com/in/justindavidsmith1/

Workbook: https://www2.savantwealth.com/CareerCrossroadsWorkbook

On-Demand Webinar: https://savantwealth.com/victory-lap-starting-line/

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Zale Dowlen, a multifaceted attorney with a heart for helping others, shares his insights on working with churches on church planning and security teams. With a unique background in insurance, estate planning, and personal injury law, he brings a wealth of knowledge and experience to the table. His passion for ministry and serving others shines through in his work, as he strives to create a safe and welcoming environment for church communities. Zale's expertise in navigating complex legal challenges and his dedication to making a difference makes him a trusted resource for church leaders seeking guidance in this important area.

Listen to this informative Legacy Leaders episode with Zale Dowlen about Church Planning, Zale’s Legacy Planning Workbook, Planning Seminar, Zale’s Legacy, and Church Security Teams.

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

●    Acquire knowledge on crucial estate planning concepts designed specifically for low and middle-income clients

●    Enhance the process of estate planning by simplifying strategies and building trust with your clients

●    Recognize the significance of long-term care insurance and annuities in securing an effective legacy plan

●    Engage productively with church representatives to create reliable church planning and safety measures

●    Embrace an empathetic and harmonious approach to legacy planning that transcends traditional legal documentation

Connect with Zale Dowlen:

Website: https://www.zaledowlen.com/

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

Twitter: https://twitter.com/ZaleDowlen

Facebook: https://www.facebook.com/Zale.Dowlen.Attorney

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

YouTube: https://www.youtube.com/channel/UCCaqHPfMvGTQ0qUW7lJS8qg

Email: [email protected]

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Darren Wurz is a respected authority on retirement planning for law firm owners, as well as a published author and national public speaker. As an experienced financial planner, He specializes in helping law firm owners plan and prepare for retirement and succession. He is the author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. He is also the host of The Lawyer Millionaire Podcast.

As a small business owner himself, he is familiar with many of the challenges law firm owners face. He holds a CERTIFIED FINANCIAL PLANNER™ designation and earned his master’s degree in financial planning from Golden Gate University. He is a member of the American Bar Association and the Financial Planning Association. He currently works and resides in the Toledo, Ohio area but works remotely with clients in all 50 states.

Listen to this informative Legacy Leaders episode with Darren Wurz about Challenges for Law Firm Owners, Goal Setting for Attorneys, Succession Planning for Law Firms, Importance of Managing Cash Flow, and The Power of Specific Goals.

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

Connect with Darren Wurz:

Website: https://wurzfinancialservices.com/financial-planning-attorneys/

LinkedIn: https://www.linkedin.com/in/darren-p-wurz/

Twitter:https://twitter.com/wurzfinancial?lang=en

Facebook: https://www.facebook.com/darren.wurz.3

Email: [email protected]

Book: https://wurzfinancialservices.com/the-lawyer-millionaire-the-book/

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Jeff Meyerson, a seasoned attorney specializing in estate planning and corporate law. With a knack for building personal and professional relationships with his clients, he takes a fresh approach to the legal world. Originally from Tucson, Arizona, he pursued a career as a pro golfer before attending law school at the University of Arizona. Over the years, he has represented a diverse range of clients and founded the Meyerson Law Firm in 2010. His passion for helping others navigate the complexities of estate planning, especially when it comes to blended families and capacity issues, makes him a valuable resource for those in need of guidance.

Listen to this informative Legacy Leaders episode with Jeff Meyerson about Challenges in Estate Planning, Common Misconceptions in Estate Planning, Success in Estate Planning, Personal Touch in Estate Planning, and Why Estate Planning.

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

●    Strengthen personal connections with clients for long-term success

●    Realize the critical role that estate planning plays for business owners

●    Uncover common misconceptions hindering effective estate planning

●    Overcome challenges faced by blended families and capacity issues in estate planning

●    Learn how advanced planning strategies saved millions in taxes for others

Connect with Jeff Meyerson:

Website: https://radixlaw.com/

LinkedIn: https://www.linkedin.com/in/jeffrey-meyerson-4902a71b/

Twitter: https://twitter.com/jeffreymeyerson

Email: [email protected]

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Lee Poskanzer is the CEO of Directive Communication Systems (DCS), a technology company delivering digital asset property succession management solutions for professional advisors, their clients, and Representatives involved with managing wealth and estate planning, and administration. Prior to launching DCS, he successfully led product innovation for many of the most recognized Fortune 500 companies including American Express, Safeway, PolyGram Video and Staples, and others. He has transitioned products and services from innovation to industry standards and practices for the legal tech, fintech, entertainment, and consumer services categories. With the launch of DCS, he quickly recognized the opportunity to help address the unfamiliar and rapidly expanding challenges and complexities that face legal practitioners in handling the new classification of digital property. He has become a respected authority in the area of digital asset succession and has instructed CLE courses for the American Bar Association, ACTEC, STEP International, several state and local Bar Associations, NAEPC chapters, and other industry associations.

Listen to this informative Legacy Leaders episode with Lee Poskanzer about Digital Property Provisions in Legal Documents, Incorporating DCS into Legal and Financial Services, DCS and Post-Death Administration, Crypto Accounts, and Changing Wording in Documents.

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

●    Gain insight into the process of managing digital properties after a family member or friend has passed away

●    Embrace the importance of having a strategic plan in place for securing your digital assets

●    Overcome the difficulties of obtaining access to digital properties without well-devised planning

●    Unveil the forward-thinking approach of lawyers when addressing digital assets in estate plans

●    Examine the perks of using Directive Communication Systems to efficiently handle digital account management

Connect with Lee Poskanzer:

Website: https://www.directivecommunications.com/

LinkedIn: https://www.linkedin.com/company/directive-communication-systems/

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

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

Twitter: https://twitter.com/directivecomms

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Sandra Portney, a highly skilled attorney with over 25 years of experience in corporate and real estate transactions, tax succession, estate planning, and business disputes. Sandra's passion for helping entrepreneurs and businesses succeed shines through her work with both emerging and established companies, along with nonprofit organizations. She is a proud graduate of Arizona State University College of Law and has a fascinating background in business, having run her own successful company for seven years before pursuing her legal career. Sandra's expertise in estate planning and business succession is a valuable asset to any small business owner looking for guidance and support in building a comprehensive plan for the future.

Listen to this informative Legacy Leaders episode with Sandra Portney about Personalized Estate Planning, Limitations of Cookie Cutter Solutions, Maintaining an Accurate Financial Record, Creating a Business Succession Plan, and Mitigating Legal Disputes.

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

●    Appreciate the power of personalized estate planning in securing your financial legacy

●    Recognize the limitations of cookie-cutter solutions like LegalZoom for your unique needs

●    Keep track of noteworthy updates or transactions to maintain an accurate financial record

●    Create a robust business succession plan to facilitate a smooth transition during unforeseen events

●    Mitigate legal disputes by employing foresight and planning in your business succession strategy.

Connect with Sandra Portney:

Website: https://www.warnerangle.com/

LinkedIn: https://www.linkedin.com/in/sandra-portney-7a92605/

Email: [email protected]

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Taylor Kovar, a passionate entrepreneur and founder of Kovar Wealth, is a dedicated advocate for financial education and legacy-building through serving others. With his unique background, Taylor has taken his experiences from growing up in a converted barn in East Texas to becoming a successful business owner and Certified Financial Planner. He believes in the power of hard work and perseverance, and alongside his wife Megan, Taylor shares his expertise in financial planning and relationship building with couples, helping them create strong foundations for their future together. As a loving father of three, Taylor also focuses on teaching his kids about financial literacy and the importance of understanding the world around them.

Listen to this informative Legacy Leaders episode with Taylor Kovar about Financial Honesty with your Spouse, Empowering your Children with Financial Literacy, Building a Lasting Legacy, Mastering Financial Management Strategies, and Balancing Faith, Family & Finances.

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

●    Strengthen your marriage by understanding the significance of transparent communication and financial honesty with your spouse

●    Empower your children with essential financial know-how to ensure they grow up to be responsible, money-savvy adults

●    Discover the importance of building a lasting legacy through serving others and making a positive impact on your community

●    Unlock the secrets to overcoming adversity by mastering effective financial management strategies

●    Achieve harmony in life by learning how to balance faith, family, and finances for a fulfilling existence

Connect with Taylor Kovar:

Website: https://kovarwealth.com/ , https://themoneycouple.com/ , https://themillionairemarriage.com/

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

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

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

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Lois Vitti is passionate about helping clients through difficult circumstances. She handles family matters, including, high net-worth divorces, support, and custody matters. She also assists clients with family conflicts arising from powers of attorney, guardianship, wills, and estate administration. She is trained as a mediator and collaborative attorney.

She often speaks at conferences, universities, and seminars in the areas of business leadership, family and elder law, foreclosure, bankruptcy, and litigation. She has held leadership positions and served on committees as a member of PBA, ACBA, CLASP, and MBA. She is a member of the Family Law, Elder Law, Commercial and LGBTQ Committees of the ACBA, as well as the In-House Committee, Estate and Real Estate and LGBTQ Committees of the Pennsylvania Bar Association. She is committed to her community and volunteers in many local activities and serves on several Boards of Directors.

She holds a B.A. from American University in Washington D.C. She received her J.D. from Widener University School of Law in Delaware. After fifteen years of practice in New York City, she returned home to join her father’s practice. She currently handles matters in Pennsylvania, New York, and New Jersey.

Listen to this informative Legacy Leaders episode with Lois Vitti about Estate Planning & Legacy Protection, Common Misconceptions, Challenges in Estate Planning, Ideal Clients, and Helping People.

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

●    Grasp the significance of estate planning for attaining peace of mind

●    Debunk common myths and misunderstandings related to estate planning

●    Develop a tailored estate plan that suits your individual needs and preferences

●    Determine the key qualities of an ideal client for successful estate planning

●    Recognize the undesirable outcomes of not having a proper estate plan in place

Connect with Lois Vitti:

Website: https://www.vittilaw.com/

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

Email: [email protected]

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