Legacy Leaders

About Mary Browning:

Mary Browning is a legal practice assistant at Cole Schotz P.C. with twenty years of experience in tax, trusts, and estates law, mastering the fields through her undergraduate years at Columbia and through earning her Master of Laws at New York University and Doctor of Laws in Seton Hall University School of Law. Mary is licensed to practice in New York and New Jersey, earning recognitions such as New Leader of the Bar by the New Jersey Law Journal, and was included on the list of New Jersey Super Lawyers.

She is a champion of women’s initiatives, a firm believer in ethos and leadership, and has experience in estate and trust, tax planning, wealth preservation, estate, and trust administration, business succession planning, special needs planning, special purpose trusts, and elder law planning. As an advisor and counselor to her clients, she describes herself as “80% therapist, 20% lawyer.”

Listen to this informative Legacy Leaders episode with Mary Browning about her backstory, her stories with her clients, the worst case of non-existent planning she encountered, the benefit and relief provided by estate planning, and what she enjoys most about her job.

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

●    Mary’s years in law school and path to estate planning

●    Who is the ideal client?

●    Misconceptions about estate planning

●    The worst case of non-existent planning she has encountered

●    The benefit and relief of estate planning

Key takeaways:

●    Anyone is an ideal client in planning, as clients range from young up-and-comers to multi-millionaires who need very sophisticated planning.

●    Mary helped in a case where a wealthy man with properties in 40 different states passed with no will or planning.

●    Creating a will, establishing a trust, and planning for the future take stress, danger, and burden away from bereaved loved ones. It is a relief to the surviving family

●    Clients and lawyers must actively seek out and work together to finalize and sign effective documents necessary in estate planning.

“It's important to understand that until you sign the documents, they are not effective. It doesn't matter that you told me what you wanted, or [if] there are draft documents that spell out what you wanted. If they're not properly executed, then you might as well have done nothing because that's the same result.”

-Mary Browning

“One misconception is that if you don't have millions of dollars, then it's not something you need to do. And I will tell you that it almost doesn't matter what you have. The cost and aggravation of what your family will go through if you don't have appropriate documents in place is multiples of what it would cost you to have to pay for an attorney to put together a plan.”

-Mary Browning

Connect with Mary:

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

Phone number (New Jersey): 201-525-6247

Email address: [email protected]

Links Mentioned:

Cole Schotz P.C. website: https://www.linkedin.com/in/marywbrowning/

Cole Schotz P.C. Contact Info:

Twitter: https://twitter.com/coleschotz

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

Facebook: https://web.facebook.com/ColeSchotz?_rdc=1&_rdr

LinkedIn:https://www.linkedin.com/company/cole-schotz-p-c-/

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Ruth Farrington, a retail and wholesale legend, has over four decades of experience in the industry. Starting from a young age, her passion and dedication to sales have led her to become an expert in her field. Ruth has honed her skills through various roles in retail, wholesale, and buying, working with a multitude of companies and people throughout her career. With her wealth of knowledge, Ruth has developed her S Three Method for successful sales, focusing on understanding the customer and meeting their needs. As a consultant, Ruth is dedicated to helping entrepreneurs and retailers improve their sales, grow their businesses, and make a lasting impact on their customers.

Listen to this informative Legacy Leaders episode with Ruth Farrington about See Solve Satisfy (S3 Method), turning around underperforming teams, challenges for small businesses, hands-on approach, and ingenuity as a consultant.

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

●    Discover Ruth Farrington's S3 method as a powerful strategy for skyrocketing sales

●    Uncover the secrets to transforming underperforming teams into business champions

●    Realize the crucial role of observing and evaluating a business before taking action

●    Grasp the significance of fostering genuine client relationships for lasting success

●    Embrace the impact of faith and intention in shaping your enduring business legacy

Connect with Ruth Farrington:

Website: https://ruthfarrington.com/

LinkedIn: https://www.linkedin.com/in/ruth-pennington-farrington-602ba926/

Book: https://www.amazon.com/Sales-Mastery-Essentials-Made-Simple/dp/195984007X

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Ron Zmuda is a rising star in the fields of estate planning, tax law, business law, and elder law. He believes that everyone needs estate planning, regardless of wealth, and works closely with clients to understand their unique needs and family dynamics. Ron is also a valuable resource for business owners, guiding them through the entire process from formation to succession planning. He holds a J.D., MBA in taxation, and B.S./B.A. in accounting, and is a licensed CPA in both Florida and Ohio. Ron is a member of several professional organizations and is Of Counsel to Kaiser Law Group.

Listen to this informative Legacy Leaders episode with Ron Zmuda about the importance of estate planning for all asset holders and his expertise on legacy planning, avoiding probate, and guiding clients through ongoing responsibilities. In addition, he shares his insights on building meaningful relationships and providing lifelong guidance beyond legal matters.

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

●    Ron's accounting background and exposure to attorneys inspired him to specialize in estate planning, which he sees as relationship planning to prevent family conflict and provide convenience, drawing on his experience with high-net-worth clients and now serving a wider range of clients through his own practice.

●    An estate planning lawyer's ideal client values the importance of asset planning and seeks to avoid probate, irrespective of their wealth status.

●    Estate planning is important for everyone with assets, and legacy planning is important for business owners and those who want to pass on their values and virtues while avoiding probate is key.

●    The main challenge when working with clients on estate planning is ensuring that they understand the ongoing responsibilities beyond just signing documents, such as naming beneficiaries and funding trusts, and Ron helps guide them through the process.

●    Ron considers building meaningful relationships with clients to be the most fulfilling aspect of his work, as it allows him to understand their values and objectives deeply, fostering lifelong connections to provide guidance beyond just legal matters.

Connect with Ron:

Website: https://www.zlawfirm.org/

LinkedIn: https://www.linkedin.com/in/ronald-zmuda-96718272/

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Mike Fata is an entrepreneur, author, and speaker who has dedicated over 25 years of his life to studying and practicing natural health. Co-founding Manitoba Harvest Hemp Foods in 1998, he helped guide the strategic sale of the company to Tilray for $419 million in 2019. Since then, Mike has celebrated and supported other business ventures as an entrepreneur, investor, advisor, and mentor. He is the Chief Executive Officer of Fata & Associates, the host of Founder to Mentor podcast, a best-selling author of Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur, and a 9 Figure Growth Coach. As a certified holistic health coach, Mike motivates and inspires people to discover their authentic business passions and live their best life every day.

Listen to this informative Legacy Leaders episode with Mike Fata about his journey of building Manitoba Harvest Hemp Foods into a hundred million dollar business, and his passion for mentoring and empowering other entrepreneurs.

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

●    Over the course of two and a half decades, Mike took Manitoba Harvest Hemp Foods to a hundred million in annual revenue, reaching 16,000 retail partners in over 20 countries.

●    After selling Manitoba Harvest, Mike shifted his focus towards mentoring other entrepreneurs by offering investment opportunities, governance assistance, and general mentoring.

●    Mike's book, "Grow: 12 Unconventional Lessons for Becoming an Unstoppable Entrepreneur," shares valuable insights into entrepreneurship such as building community, finding passion, and empowering teams.

●    Mike understands the challenges that entrepreneurs face along their journey, including founding a company, sales, marketing, operations, and finance.

●    Driven by his passion for health and organic food, Mike created a mass mentorship program that equips entrepreneurs with the necessary tools and templates to grow their businesses.

Connect with Mike Fata:

Website: https://www.mikefata.ca/

Twitter: https://twitter.com/themikefata

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

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

Book: https://www.mikefata.ca/grow-unstoppable-entrepreneur

Podcast: https://podcasts.apple.com/ca/podcast/founder-to-mentor/id1609277012

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Zach Perecman is a personal injury trial lawyer and Managing Business Officer at The Perecman Firm. His father, a respected trial lawyer in New York City, inspired Zach to focus on civil litigation and constitutional law. Zach has achieved numerous career milestones, including being a John Marshall Harlan Scholar and serving as a staff editor on the New York Law School Law Review. He has received recognition from various organizations, including Best Lawyers and Super Lawyers. Zach is dedicated to securing justice for accident victims and their families and stays informed about changes in the legal landscape.

Listen to this informative Legacy Leaders episode with Zach Perecman as he talks about their firm's approach to personal injury and workers' compensation cases, the types of cases they handle, and what makes their practice unique. He also shares his personal journey to becoming a lawyer and how he balances his passion for music with his legal career.

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

●    The Perecman Firm is a personal injury and workers' compensation law firm based in New York City, representing injured people and workers in all five boroughs of New York City, as well as two counties in Long Island, Nassau and Suffolk County, and sometimes West Chester.

●    After working as a paralegal at his father's firm where he got to watch a couple of jury trials from start to finish, Zach developed an interest in law despite his initial passion for music.

●    The Perecman Firm prioritizes high-value cases with significant injuries, particularly construction accidents, and offers selective and team-based representation with a strong emphasis on values.

●    The firm's unique approach to handling cases involves bringing together as many minds as possible to make important decisions and handling all claims, including workers' compensation, personal injury, and Social Security disability claims, under one roof to better serve clients.

●    Although Zach enjoys playing the guitar and attending live music events outside of work, he views music as a personal interest rather than a career path.

Connect with Zach:

Website: https://www.perecman.com/

Instagram: https://www.instagram.com/zachperecmanesq and https://www.instagram.com/theperecmanfirm/

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

LinkedIn: https://www.linkedin.com/in/zach-perecman-5a3b1a24/

YouTube: https://www.youtube.com/channel/UCmivRo8UvsUEK5fLj28Ny4Q

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Get excited as Stan and Katie Beth take center stage for the much-awaited relaunch of the Your Life Your Legacy podcast, which has now been renamed as the Legacy Leaders Podcast!

The new focus is on building better connections with professionals such as estate planning attorneys, financial advisors, realtors, and CPAs, as they share tips on enhancing client relationships and building a practice based on values.

Apart from the Legacy Leaders Podcast, there's a new edition of the Your Life Your Legacy podcast that will showcase interviews with remarkable people who are bringing positive change to society.

Come along with Stan and Katie Beth as they embark on an exciting adventure of discovery, motivation, and meaningful influence through the Legacy Leaders Podcast!

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Ross Brannon is a financial advisor with a focus on specialized approaches to financial planning for dental professionals, helping clients achieve their financial dreams and goals without worry. His unique expertise lies in creating Tax Alpha strategies, which help investors outperform by taking advantage of tax-savings strategies that are largely esoteric. Ross works with high net worth & high-income professionals & investors to defer, reduce or eliminate taxes on various types of income. In addition, he has access to strategies and products to solve some of the most significant tax issues faced by accredited investors and qualified purchasers. He is also a Tax-Shelter & Private Equity Consultant at CoastalOne, where he helps to raise funds through partnerships that utilize government tax incentives for high-impact social investing.

Listen to this informative Your Life. Your Legacy. episode with Ross Brannon as he provides advice for small business owner dentists planning to retire, highlighting the importance of a smooth transition and long-term planning, while also discussing his own strategies for leaving a legacy for his children through building strong relationships and emphasizing perseverance and growth mindset.

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

●    Ross' connection to a college acquaintance led him to discover the unique challenges faced by small business owner dentists and the importance of transitioning out of practice smoothly, ultimately leading him to specialize in helping this specific group.

●    Dentists who plan to retire must avoid selling too early, turn their practice into a business, and think long-term about their future.

●    Ross advises his children to always save money, and not be an employee, and he aims to leave them as much money as possible along with his wisdom, building a strong relationship with them to pass on his legacy, and hoping to be their lifelong friend and advisor.

●    To strengthen your bond with your children, spend quality time together, join in their activities, prioritize family time, encourage resiliency, avoid excessive technology use, and promote independence.

●    To raise successful children, instill in them grit and a growth mindset, and emphasize the importance of never giving up and always doing their best.

Links Mentioned:

Mindset: The New Psychology of Success by Carol S. Dweck: https://www.amazon.com/Mindset-Psychology-Carol-S-Dweck/dp/0345472322

Grit: The Power of Passion and Perseverance by Angela Duckworth: https://www.amazon.com/Grit-Passion-Perseverance-Angela-Duckworth/dp/1501111108

Guest Contact Info:

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

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

Website: https://rossbrannon.com/

Podcast: https://podcasts.apple.com/us/podcast/financial-flossing/id1573619911

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Andre Regard is an accomplished lawyer and entrepreneur who has a diverse legal background and is an expert in various areas of law, such as personal injury claims, business litigation, and estate planning. He holds a degree in accounting from Georgetown University and has extensive experience as a CPA. Andre is also active in his community, serving on several boards, including the Kentucky Health and Welfare Racing Fund and the Kentucky Equine Education Project. Currently, he holds the positions of President of the Central Kentucky Inn of Court and co-chair of the ABA Section of Litigation subcommittee on Consumer Protection Class Actions. People in both the legal and business worlds really respect him because of his entrepreneurial spirit and natural leadership abilities.

Listen to this informative Your Life. Your Legacy. episode with Andre Regard about the importance of family meetings and corporate formalities in protecting family-owned businesses, as well as the significance of succession planning and involving all advisors in estate planning for a business's future success.

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

●    Having a family meeting is important to discuss business interests, succession planning, assets division, and share personal updates, as it ensures the continuity of family-owned businesses.

●    Corporate meetings help businesses comply with legal requirements and protect themselves from liability by following formalities.

●    Planning for succession is essential for family businesses and farms to continue as a legacy beyond the current generation.

●    It's crucial to involve all advisors in estate planning to ensure the future success of the business by coordinating the various aspects like setting up trusts and protection vehicles.

●    It's beneficial to identify potential issues early and involve professionals to find solutions like insurance products, to prevent litigation by creating a plan for the future.

Connect with Andre:

Twitter: https://twitter.com/lawregard

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

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

LinkedIn: https://www.linkedin.com/in/andre-regard-5057b83/ and

https://www.linkedin.com/company/regardlawgroup/

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Michelle Creeden is a skilled attorney with years of experience in various legal areas. She currently serves as Practice Administrator and head of litigation at the Law Office of Fox, Kohler and Associates, PLLC, where she leads a team of 20 lawyers across over 30 states. Michelle's focus on debtor rights and consumer protection drives her passion for helping clients with complex legal challenges, and her commitment to pro bono work and delivering exceptional service have earned her a reputation as a respected and sought-after legal professional.

Listen to this informative Your Life. Your Legacy. episode with Michelle Creeden about overcoming debt struggles with personalized plans and establishing good financial habits. In addition, she also delves into effective leadership and estate planning tips to prevent family issues.

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

●      At her practice, Michelle helps clients struggling with debt by providing personalized and affordable plans, negotiating settlements, and guiding them through the process with a focus on the big picture and a commitment to finding the right solutions for their unique needs.

●      Setting up good financial habits early on through education is crucial in order to avoid falling into debt, especially in the case of unforeseen circumstances such as losing a spouse or experiencing a significant decrease in income.

●      Michelle loves helping people in debt because she wants to make a positive difference in their lives, and by being kind and compassionate while educating them, she hopes to create a legacy of understanding in an industry that's known for scams and harsh judgment.

●      To be an effective trainer and leader, treat your team with the same kindness and patience as a kindergarten teacher, listen to them, use interactive methods, and identify their learning style for better results.

●      Ensuring that assets are transferred into a trust is a critical step in estate planning, and proper instruction and follow-through can prevent heartbreaking situations where families suffer the consequences of incomplete funding.

Links Mentioned:

Fair Debt Collection Practices Act: https://www.ftc.gov/legal-library/browse/rules/fair-debt-collection-practices-act-text

Guest Contact Info:

Website: https://nationallegal.com/

Twitter: https://twitter.com/nationallegalnh

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

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

Pinterest: https://www.pinterest.ph/NationalLegalCenter/_created/

YouTube: https://www.youtube.com/channel/UCU9Qd54J_aZpQ1pYnRDaHsg

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Dr. Jon Robert is an accomplished pediatrician who has dedicated his life to serving both his local community and communities abroad. With over four decades of experience, Dr. Jon provides excellent care to his patients at Hamilton West Family Medicine Clinic in Hot Springs, Arkansas. In addition to his work as a pediatrician, Dr. Jon is a passionate advocate for safe water access in underserved regions of the world. He has worked tirelessly with Kenya Relief to build water treatment facilities and boreholes in Migori, Kenya, and has led several medical teams to provide critical care to those in need.

Listen to this informative Your Life. Your Legacy. episode with Dr. Jon Robert about his involvement with Kenya Relief, talking about how the project provides numerous ways for individuals, including his family, to get involved and make a positive impact.

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

Connect with Dr. Jon:

LinkedIn: https://www.linkedin.com/in/jon-robert-28200a35/

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