Legacy Leaders

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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Luis Scott - a highly respected attorney, sought-after speaker, author, and dynamic entrepreneur. Co-founder of 8 Figure Firm Consulting and Bader Scott Injury Lawyers, Luis’s entrepreneurial spirit has revolutionized the legal profession. His unique planning and implementation strategies have helped numerous leaders accelerate their businesses' growth, building in predictability, and ultimately, prosperity.

Listen to this informative Legacy Leaders episode with Luis Scott about Strategies for Creating Predictability, Working from Home vs. Office, The Importance of Building a Positive Work Environment, Creating a Thriving Culture, and The Importance of Professional Development.

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

●    Realize the power of systematic planning and predictability in manipulating the success rate of your business

●    Witness how a constructive and flourishing professional environment can boost your business efficiency

●    Comprehend the tremendous benefits of career growth in shaping personal and business victories

●    Breach boundaries and master the subtle balance between working from home and the unknown treasures of a physical workspace

●    Dedicate yourself to establishing a timeless legacy by creating a positive, lasting ripple in people's lives

Connect with Luis Scott:

Website: https://luisscottjr.com/

LinkedIn: https://www.linkedin.com/in/luis-scott-bader-law/

Facebook: https://www.facebook.com/luis.scott.98

YouTube: https://www.youtube.com/channel/UC6oIGw-4RcEmNP1rFM799OQ

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

Tiktok: https://www.tiktok.com/@luisscott10

Luis Scott's Books: https://luisscottjr.com/books/

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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William Jeffcoat, a man on a mission to transform the lives of veterans. Rooted in his experience as a war dog handler during his service as a sergeant with the United States Marine Corps in the Vietnam War, he developed a deep understanding of the healing relationships between humans and dogs. As the president of Life Changing Service Dogs for Veterans, he proficiently utilizes this knowledge to lead an organization that provides service dogs to veterans struggling with disabilities. His inspiring and compassionate work is making a significant difference in the veterans' community.

Listen to this informative Legacy Leaders episode with William Jeffcoat about William’s Experience as a War Dog Handler, Life Changing Service Dogs for Veterans, Organization Size and Functions, Spreading Awareness and Successful Fundraisers and Certified Medical Service Dogs.

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

Connect with William Jeffcoat:

Website: https://www.padogsforvets.org/ 

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

Email: [email protected] 

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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Tom Zeeb is a real estate expert who took the plunge into the industry with a desire for autonomy and purpose. From being a disenchanted employee facing a mountain of debt to a successful entrepreneur, Tom's journey is an inspiration for anyone seeking financial freedom. The catalyst was a whitewater rafting incident, which led him to rethink his life choices, converging his newfound resilience with his passion for real estate. Tom's story is not without its mishaps; however, he openly admits to the learning curves he experienced whilst beginning, elucidating on his continual growth in proficiency. Now he edifies the next generation of investors, equipping them with the insights he's gained from decades of successful property investments.

Listen to this informative Legacy Leaders episode with Tom Zeeb about The Power of Real Estate, Coaching Others and Improving Skills, The Power of Numbers, Bracketing for Negotiation, and Deal Machine Software.

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

●    Gain insights into why strong negotiation skills are pivotal to real estate investment success

●    Learn to navigate the world of negotiation with techniques such as flinching and bracketing

●    Delve into how real estate investing can be your springboard to financial freedom

●    Transcend fear and stimulate action in the arena of real estate investing

●    Experience the power of Deal Machine, an indispensable software for real estate evaluation

Connect with Tom Zeeb:

Website: https://www.tomzeeb.com/

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

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

Twitter: https://twitter.com/tomzeeb

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

YouTube: https://www.youtube.com/TractionRealEstateMentors

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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Halah is a highly knowledgeable and compassionate real estate agent who always puts her clients first. With a passion for helping people find their dream homes, Halah is known for her kind, personable nature and her unwavering commitment to ensuring that every client feels heard and understood. She takes the time to get to know each of her clients, and her extensive expertise in the real estate industry means that she can provide them with valuable insights and guidance every step of the way. Whether you're a first-time homebuyer or an experienced property investor, Halah is the ideal real estate agent to help you navigate the market and find the right home for you.

Listen to this informative Legacy Leaders episode with Halah Al-Hamaydeh about the Challenges of Real Estate, The Lack of Estate Planning Education in Real Estate Associations, The Joy of Helping Clients Achieve Their Dreams, Marketing Strategies for Property Awareness, and The Important Role of a Realtor.

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

●    Navigate through the intriguing landscape of real estate, unpacking every piece of success, challenge, and reward that defines it

●    Unearth the pivotal importance of estate planning in real estate, highlighting the need for more enlightenment and training in this area

●    Unlock powerful marketing hacks designed for real estate pros, leveraging popular social media platforms and the science of SEO tactics

●    Explore the indispensable role of a realtor, providing a fresh perspective on the worth of professional representation in the real estate terrain

●    Acknowledge the essence of a personal approach to clients in real estate, reshaping your commitment to your client's needs and satisfaction

Connect with Halah Al-Hamaydeh:

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

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

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

Phone: (210) 685-9030

Email: [email protected]

With your Guest Host: Crystal Sauceda Johnson

Crystal spent her first career in the motion film industry, where she negotiated with leading companies such as Twentieth Century Fox, Universal, Warner Brothers, Sony, Disney, and Lions Gate, among others. This career sparked a passion for using her skills to help others, which ultimately led her to earn her Juris Doctorate from St. Mary’s University School of Law. Her legal education provided her with the opportunity to build valued relationships with clients through impactful, turbulent, and joyful times.

Connect with Crystal Sauceda Johnson:

Website: https://sites.google.com/csjlawfirm.com/sjlawfirmpllc/home/

LinkedIn: https://www.linkedin.com/in/crystal-sauceda-johnson-335532278/

Email: [email protected]

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Barry E. Haimo is a licensed attorney in Florida and New York, specializing in estate and business planning. He helps families with estate and asset protection and advises businesses (LLCs, LPs, LLPs, corporations) on their organization, formation, taxation, asset protection, and operation. He is known for his personal approach and frequently gives seminars on tax and estate planning. He earned a Bachelor of Science degree in Computer and Information Science from the University of Florida, a Juris Doctorate from Nova Southeastern University, and a Master of Laws (LL.M.) in Taxation from New York Law School. His attentiveness coupled with the zeal to understand the complexities of his clients’ needs allows him to offer tailored solutions that do justice to his clients' unique circumstances.

Listen to this informative Legacy Leaders episode with Barry Haimo about the Customized Approach to Planning, The Importance of Estate Planning, Estate Planning for New Parents & Young Adults in College, Late Estate Planning and Probate Issues, and The Value of Relationships in Estate Planning.

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

●    Recognize the significance of shaping an estate plan to match individual or business requirements

●    Grasp warm-hearted ways to navigate conflicts arising from disposition after death, for a peaceful resolution

●    Explore the pivotal role of estate planning in safeguarding the future of a child especially for new parents

●    Realize the implications of young adults neglecting estate planning and the subsequent impact on their parents

●    Comprehend the importance of estate planning in circumventing expensive and drawn-out legal encounters

Connect with Barry Haimo:

Website: https://www.haimolaw.com/

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

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

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

Twitter: https://twitter.com/HaimoLaw

YouTube: https://www.youtube.com/user/haimolawtv

Phone: Florida: 954-599-7483; New York: 631-889-2757

With your Guest Host: Carol Dewey

Carol Dewey is an experienced educator, speaker, author, and financial planning strategist. Her passion lies in motivating people to take action for a better future. Through her educationally-based financial planning company, she helps clients gain clarity and confidence in their financial decisions. Using her proprietary process, the Perpetual Wealth Navigation Solution, Carol has guided numerous individuals toward financial success without unnecessary risks. Her ultimate mission is to empower individuals, families, and business owners to achieve long-term financial security.

Connect with Carol Dewey:

Website: https://www.perpetualwealthfinancial.com/

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

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Dianna Kokoszka is an entrepreneur, keynote speaker, author and award-winning mentor. Dedicating 13 years as CEO of KW MAPS Coaching and Training at Keller Williams Realty International, she played a pivotal role in propelling the company to become the largest and most profitable coaching enterprise in the real estate industry. As innovator and creator of the KW BOLD Experience and Coaching Skills Camp, she helped lead the company to be recognized as the number one training company in the world. Her greatest passions revolve around developing leaders and encouraging individuals to recognize and harness their innate potential.

Listen to this informative Legacy Leaders episode with Dianna Kokoszka about Mastering Mentoring for Dynamic Leaders, The Power of Gratitude, The Power of Personal and Professional Values, Venturing Outside Your Comfort Zone and Leaving a Legacy of Making a Difference.

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

●    Amplify your ability to guide others towards becoming successful leaders

●    Embrace the essential role of values in fostering your holistic growth

●    Leap into the exhilarating route of self-improvement by boldly surpassing comfort limits

●    Grasp the fulfillment of impacting lives and imparting beneficial value to others

●    Discern the necessity of positioning yourself in a circle of constructive mentors

Connect with Dianna Kokoszka:

Websites: https://diannakokoszka.com/ & https://becomingmorebook.com/

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

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

Instagram: https://www.instagram.com/dianna.kokoszka/

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 Best Seller 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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Christine M. Fitzgerald is an attorney at Robberson Schroedter LLP, specializing in complex commercial litigation, business bankruptcy, and creditor's rights. Her experience includes representing clients in contract disputes, trade secret cases, and other business torts. She also handles bankruptcy cases (Chapter 7, 11, and 13) for creditors, financial institutions, and debtors, along with pre-insolvency planning and restructurings. Before joining the firm, Ms. Fitzgerald worked as an Assistant U.S. Attorney, covering various cases, including personal injury, employment discrimination, and bankruptcy. She also has a background in employment litigation and advising employers on personnel matters. She brings to the table an unwavering commitment to help her clients navigate complex legal terrains.

Listen to this informative Legacy Leaders episode with Christine Fitzgerald about Christine's Practice Areas, Ideal Clients and Financial Institutions, The Role of a Criminal Defense Attorney, Enjoyment & Stress of Trial Work and The Importance of Estate Planning.

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

●    Uncover the complexities of commercial litigation and business bankruptcies, and strategies to overcome them

●    Understand the value of planning your estate ahead of time to protect your assets and secure the future

●    Experience the rigors and triumphs of trial work from an insider's perspective and use it to your advantage

●    Equip yourself with skills to deal with unprofessional conduct in legal scenarios for successful outcomes

●    Learn the art of addressing the sensitive topic of estate planning with elderly family members to avoid future financial mishaps

Connect with Christine Fitzgerald:

Website: https://www.thersfirm.com/

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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Hameed Dakroub is the founding member of Dakroub Group. His passion is to help others in any way that he can. He specializes in mainly estate planning and probate, he has knowledge and extensive experience in corporate law, bankruptcy, health care law, and more. He is constantly striving to make sure that his clients receive the absolute best legal services and prides himself on maintaining the highest standards of quality, integrity, and trustworthiness. He has received a Certificate of Completion in the areas of probate and estate planning issued by the Institute of Continuing Legal Education (ICLE) and the Probate and Estate Planning Section of the State Bar of Michigan. He is also a WealthCounsel Member and an ICLE Contributor. Giving his clients peace-of-mind is something he looks forward to doing.

Listen to this informative Legacy Leaders episode with Hameed Dakroub about Common Issues in Estate Planning, Importance of Funding a Trust, Importance of Powers of Attorney, Common Misconception about Estate Planning and Success Stories in Estate Planning.

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

●    Grasp the role of estate planning not limited to wealth management alone

●    Realize the value of a trusted advisor in navigating the nuances of estate planning

●    Clear common illusions about estate planning, especially the sole dependence on a will

●    Get insights into the benefits of engaging with an expert attorney in estate planning and probate matters

●    Address common difficulties in estate planning, ranging from procrastination to avoiding unwieldy probate court procedures

Connect with Hameed Dakroub:

Website: https://dakroublaw.com/

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

LinkedIn: https://www.linkedin.com/in/hameed-dakroub-b2a58777/

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

Phone: (313) 401-4488

With your Guest Host: Terry DuPont

Terry DuPont is the founder and CEO of DuPont Advisory Group, a Registered Investment Advisor and Legal Fiduciary firm. He is dedicated to providing leadership and guidance, helping individuals make wise decisions for a successful life. Terry focuses on wealth preservation and growth, ensuring clients have the best choices for their prosperous future. He has achieved remarkable success, including "Top of the Table" status in the prestigious Million Dollar Round Table (MDRT), and he actively mentor’s advisors and CPAs nationwide. Terry's passion lies in helping others succeed through his financial management, tax mitigation, and wealth preservation expertise. He is also a sought-after speaker, author, and visionary behind the DreamCatchers Initiative, a non-profit organization for personal and business leadership development.

Connect with Terry DuPont:

Website: https://www.dupontadvisory.com/

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

Email: [email protected]

Phone: (800) 234-4452

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