Legacy Leaders

Sam Mazzeo is a seasoned attorney whose distinct career path has given him a unique perspective on law. Founded his law firm, Better APC, with a focus on constantly improving every day, Sam and his team provide assistance to nonprofits, small and medium businesses, creative professionals, and solo entrepreneurs. His refreshing approach to law, which values accessibility and transparency is evidenced in his engagement with clients through educational materials. Recently adding estate planning to his portfolio of services, he has shown an unmatched dedication to fully servicing his clients and providing them with added value. His philosophy seems to be paying off as many of his clients refer his work to others, showing their trust in him.

Listen to this informative Legacy Leaders episode with Sam Mazzeo about Services offered by Better APC, Positive and negative outcomes in estate planning, Importance of Adequate Estate Planning, Being a trusted advisor, and Ideal Clients.

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

●    Gain key business insights from an enriching session with Sam Mazzeo and Better APC

●    Decipher how Better APC's legal services aid nonprofits and small businesses to circumvent legal pitfalls

●    Familiarize with eye-opening success stories overcoming legal barricades, that will instill confidence in your journey towards success

●    Comprehend the essentiality of comprehensive estate planning

●    Understand the skill of forging trustworthy, long-lasting relationships with clients

Connect with Sam Mazzeo:

Website: https://inbetterwetrust.com/

LinkedIn: https://www.linkedin.com/in/sam-mazzeo/

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

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

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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Mary Ann Pruitt is the CEO and President at Mosaic Media, a team of media buying experts and creative strategists specializing in advertising space negotiation, purchasing, and monitoring. With a background as a senior sales executive in major media outlets, she founded Mosaic to provide specialized media strategy services to agencies and marketing departments nationwide. Her leadership has driven consistent year-over-year growth, earning her recognition such as the 2020 Cynopsis Media Top Women in Media award. Mary Ann's expertise spans traditional, digital, and diverse industries, making her a sought-after industry leader. She's committed to sharing her experience and actionable marketing insights with aspiring professionals.

Listen to this informative Legacy Leaders episode with Mary Ann Pruitt about How COVID Changed Media, Resurgence of Traditional Media, Importance of Precision Targeting, Social Media, and Programmatic and Nuggets of Wisdom for Paid Media.

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

●    Understand how COVID-19 has reshaped media consumption, changing the dynamics of audience behavior

●    Dive into the resurgence of traditional media platforms and their significance in the digital age

●    Learn the value of precision targeting and programmatic advertising in reaching a desirable audience

●    Explore the wide spectrum of benefits of aligning with a media partner for your campaigns

●    Recognize the urgency for accountability and detailed reporting within media partnerships for campaign success

Connect with Mary Ann Pruitt:

Website: https://mosaic.agency/

LinkedIn: https://www.linkedin.com/in/maryann-pruitt/

Facebook: https://www.facebook.com/mosaic.agency

Twitter: https://twitter.com/mediaMAPs

Email: [email protected]  

With your Host: 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:

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

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

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Kevin J. Moore, a seasoned attorney and a third-generation Pasadenean, founded KJMLAW Partners in 1992 to invest in his hometown. The firm specializes in estate planning, trusts, probate, domestic/international business transactions, and tax services. With a strong court record, KJMLAW offers personalized financial attention. Kevin holds a Master of Laws (LL.M.) degree in International Taxation and Business from McGeorge School of Law in Sacramento, a Juris Doctor degree from Western State University in Fullerton, California, and a Business Administration degree in Accounting from San Diego State University, School of Accountancy. He frequently serves as a guest speaker/guest lecturer for investment advisors and their clients and often speaks on estate planning and business taxation, while supporting local sports teams and community initiatives.

Listen to this informative Legacy Leaders episode with Kevin Moore about the Importance of Estate Planning, Avoiding Probate and the Use of Trusts, Estate Tax Returns and Exemptions, Legal Concepts in Estate Tax Returns, and Ideal Clients and Services.

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

●    Grasp the central role of estate planning and how eviction from probate can become your secret winner

●    Break down the laborious process of estate tax returns and spotlight the invaluable role of a specialist

●    Learn the secrets of launching and growing a prosperous law firm

●    Debunk prevailing myths on revocable living trusts and real asset protection

●    Appreciate the joy of giving back through community events

Connect with Kevin Moore:

Website: https://www.kjmlaw.com/

LinkedIn: https://www.linkedin.com/in/kevin-moore-67ba9268/

Twitter: https://twitter.com/KJMlawyers

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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Karen Eichman is your “friendly neighborhood attorney,” assisting people and businesses predominantly in the Chester County, Pennsylvania vicinity. She spent nearly 28 years in Kennett Square, initially as Business Manager and later as General Counsel, for a major US mushroom farming organization. She holds dual Bachelor of Science degrees in Business Administration and Accounting from Delaware State University. In 2002, she earned her Juris Doctor from Widener University School of Law while working as a full-time business executive. She is deeply rooted in the Southern Chester County community and actively contributes to local nonprofits. She is licensed to practice law in Pennsylvania since 2002 and the US District Court, Eastern District of Pennsylvania since 2012. A member of the Pennsylvania Bar Association, Karen frequently lectures on labor and employment law, as well as estate planning. Her ultimate goal? To provide her clients with the assurance that their legacy and families are secure.

Listen to this informative Legacy Leaders episode with Karen Eichman about Importance of Estate Planning, Fortifying Assets and Streamlining Distribution, Significance of Trust Funds and Powers of Attorney, Challenges in Promoting Estate Planning, and Estate Planning for Young Adults.

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

●    Grasp why estate planning holds value for people of all age-groups

●    Delve into techniques to protect your assets and sanction their orderly disbursement

●    Comprehend the pivotal part of powers of attorney and trusts in streamlined estate planning

●    Discern how adjusting your estate plan to your specific desires can fit your needs perfectly

●    Identify how legacy planning safeguards your story for the generations to follow

Connect with Karen Eichman:

Website: https://eichmanlawgroup.com/

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

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

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

Email: [email protected]

Phone: 484-734-0378

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 Compliance401K 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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Colt Pierotti is a Private Wealth Advisor at Ameriprise Financial serving small business owners, corporate executives, and affluent families. His background includes financial planning, wealth transfer strategies, and portfolio analysis and construction. Colt and his team of six specialized investment professionals have the expertise and resources to provide clients with the highest caliber of service and advice. Whether your goal is to establish a thriving business, safeguard your lifestyle during retirement, or create a lasting legacy, they are dedicated to embracing your vision and working diligently to ensure your success. He received his M.B.A. from the University of Memphis. He holds the Certified Investment Management Analyst® designation from the Yale School of Management. He is also an Accredited Portfolio Management Advisor® from the College for Financial Planning. He maintains his Series 7 and 66 securities licenses, along with life and health insurance licenses. His passion for his profession aids him in helping clients wade through the complexity of market volatility and inflation, keeping their financial stability intact.

Listen to this informative Legacy Leaders episode with Colt Pierotti about Discussing Inflation with Clients, Challenges and Benefits of Working with Clients, Retirement Misconceptions, The Importance of Recession and Volatility, and Acquiring Good Long-Term Businesses.

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

●    Explore Colt's journey to financial advisor, unveiling his challenges and triumphs

●    See how the financial advisory adapted to COVID-19 with remote work and tech to reshape client service

●    Delve into inflation's impact on clients, uncovering challenges and opportunities for advisors

●    Discover how Colt tackled work-life balance, juggling professionalism and personal matters

●    Revamp retirement planning, debunk misconceptions, and highlight long-term goals and post-retirement passions

Connect with Colt Pierotti:

Website: https://www.ameripriseadvisors.com/colt.pierotti/

LinkedIn: https://www.linkedin.com/in/colt-pierotti-mba-cima%C2%AE-apma%C2%AE-34337b136/

Email: [email protected]  

With your Host: 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:

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

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

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Tom Schwab, an entrepreneurial force and author whose innovativeness has established him as a pioneer in podcast interview marketing. With roots rooted in the Midwest and an educational background forged in the U.S. Naval Academy, Tom's journey is as fascinating as it is inspiring. From running nuclear power plants to delivering masterful corporate solutions, his eclectic professional journey has been marked by relentless learning and exploration. These experiences, combined with his unique perspective that the ordinary can often make for the extraordinary, have shaped his approach to podcast interviews as powerful tools for connection, idea-sharing, and business growth.

Listen to this informative Legacy Leaders episode with Tom Schwab about The Power of Podcast Interviews, Tom's Process with Clients, Success Story: CPA Finding Clients, Myths and Misconceptions About Podcasting and Ideal Clients for Podcasting.

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

●    Uncover the compelling role of podcast interviews in forming strategic alliances and invigorating company expansion

●    Understand the critical significance of zeroing in on content quality rather than overloading on quantity in podcasting

●    Dispel preconceptions about the simplicity of setting up and upkeeping a podcast

●    Recognize how to utilize your specialized knowledge in the podcasting realm

●    Learn how Interview Valet assists its clientele in eliminating invisibility and finely getting attuned with their desired group of listeners

Connect with Tom Schwab:

Website: https://interviewvalet.com/

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

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

Twitter:https://twitter.com/IAmTomSchwab

YouTube: https://www.youtube.com/channel/UCuSNLwNEIU787_7l34HaS8A

Email: [email protected]

Get a FREE Copy of Tom’s Book: https://interviewvalet.com/legacy/

With your Host: 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:

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

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

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Brett Hughes is a Certified Financial Planner (CFP) at Centura Wealth Advisory with over 15 years of experience serving high-net-worth individuals, corporate executives, and business owners. He lives in San Diego with his wife and son. Outside of the office, you can typically find him on his mountain bike or out camping with his family. He has a passion for helping others and does so through comprehensive planning with a focus on income tax, wealth transfer (estate), retirement, insurance, and investments. Brett's transparent approach and straightforward ability to distill complex topics into understandable strategies have made him an instrumental figure in the finance community.

Listen to this informative Legacy Leaders episode with Brett Hughes about Ideal Clients, Being a Trusted Advisor, The Role of a Wealth Advisor, Best Referral Sources, and The Importance of a Professional Team.

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

●    Uncover the crucial role comprehensive financial planning plays in securing your future

●    Find the hidden value a trusted advisor brings to financial decision-making

●    Discover why early engagement with financial advisors might be your financial game changer

●    Learn the best ways to maximize tax savings through intelligent income tax planning

●    See how collaboration between financial professionals can magnify your financial potential

Connect with Brett Hughes:

Website: https://centurawealth.com/

LinkedIn: https://www.linkedin.com/in/brett-hughes-cfp%C2%AE-8853ab40/

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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Lee R. Phillips is a prominent figure in the fields of law, finance, and education. He is a United States Supreme Court Counselor and Federal Tax Court Attorney with a diverse background. Holding advanced degrees in geology and chemistry, he's also been licensed in real estate, mortgage brokering, securities, and life insurance. He is nationally recognized for his expertise in business structuring, asset protection, tax planning, financial planning, and estate planning. He is the founder of LegaLees LLC, a company specializing in asset protection and tax solutions for high-net-worth individuals. He's authored 19 books and serves on editorial boards of professional publications. With personal experience of the legal system's impact, he's passionate about preventing personal disasters from becoming financial crises. As an engaging speaker, Lee has conducted over 5000 live presentations across the US, Canada, and the Pacific Rim. Through his teaching, he has helped more than a million people grasp legal concepts to enhance their financial well-being and safeguard their assets.

Listen to this informative Legacy Leaders episode with Lee Phillips about Advice for Real Estate Investors, Protecting Your Assets from the IRS, Understanding Taxes and Compound Interest, Using Your Business and Real Estate as Tax Shelters, and Educational Kits for DIY Asset Protection.

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

●    Uncover the crucial role of asset protection and tax planning in enhancing the profitability of small businesses and real estate investments

●    Delve into the direct influence of the IRS on personal wealth and overall income and the ways to navigate it

●    Explore the potential of real estate as a powerful tool for tax minimization and solidify your comprehension of strategic tax planning

●    Grasp the fundamental understanding of Limited Liability Companies (LLCs) and their potential uses in maximizing asset protection

●    Gain insights into the process of setting up your own LLC and steer through the key areas of asset protection and tax planning effectively

Connect with Lee Phillips:

Website: https://legalees.com/

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

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

Twitter: https://twitter.com/legaLees

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

With your Host: 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:

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

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

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Carolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensive coverage against physical and online threats. With her extensive network, Carolyn matches clients with the ideal insurance solutions, offering top-notch value. She can write personal insurance in all 50 states and a few foreign countries. She graduated magna cum laude from the University of Southern California in 1985 with bachelor’s degree in business and an emphasis in management. She was recruited into the insurance business in 2004, when she joined her husband, John, at Konecki Insurance. After that agency was sold, she joined Cavignac & Associates to start their Private Client division. She received her Certified Private Risk Manager designation in March, 2018, the first person in San Diego to achieve that designation. She is very involved in the San Diego community and is a member of several professional and charitable organizations.

Listen to this informative Legacy Leaders episode with Carolyn Konecki about Legacy and Insurance, Insurance companies and setting rates, Unfair pricing and limited options, Challenges with the California Fair Plan, and Importance of regular meetings and excellent service.

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

●    Delve into the intricate challenges surrounding California's insurance rates and their far-reaching effects

●    Clearly grasp why speedy ratification of rates is crucial for enhancing capability and fostering a competitive market

●    Unearth distinct disparities in property insurance premiums for comparable properties across California

●    Shed light on the limitations and imperfections of the California Fair Plan

●    Discern the pivotal role of ongoing interaction with insurance brokers for maintaining up-to-date coverage and premium service

Connect with Carolyn Konecki:

Website: https://cavignac.com/

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

Phone: 619-744-0545

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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Jeffrey Katz, a tax and business attorney started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also represents “C” level executives and their families in their personal and estate planning matters and takes a special interest in charitable planning and plans which allow grantors to impart their values to their beneficiaries. A frequent national speaker for NBI and myLawCLE, he has traveled the country presenting seminars and contributed articles for such outlets as Bloomberg/BNA, Inc., The Washington Business Journal, and MSBA Bar Bulletin. He also runs an estate planning software company which he founded and has appeared on several news shows and legal podcasts. After receiving his undergraduate degree from The American University (Washington, DC), he earned a Juris Doctor from the Chicago-Kent College of Law and a Master of Taxation (LLM) from the University of Miami.

Listen to this informative Legacy Leaders episode with Jeffrey Katz about Estate Tax Exemption Changes, The Need for Insurance, Risky Tax Strategies, Justifying Tax Planning, and Client Relationships and Legacy.

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

●    Recognize the crucial role of legacy leaders in shaping a durable, impactful legacy

●    Illuminate the drivers compelling individuals towards estate and business planning

●    Get a grip on emergent tax law amendments, focusing on the estate tax exemption

●    Explore the application of captives in mitigating unique risks and their place in genuine business purpose tax strategies

●    Appreciate the importance of client-focused service integration, and the leverage technology brings for superior customer experience

Connect with Jeffrey Katz:

Website: https://www.jdkatz.com/

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

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

Twitter: https://twitter.com/JDKatzPC

Email: [email protected]

With your Host: 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:

Website: https://pinnaclelegacylaw.com/ | https://www.americanlegacynetwork.com/aln-home1

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

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