Legacy Leaders

Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals.

A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth.

Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches.

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

●  Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth.

●  Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance.

●  Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture

Connect with Gary:

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

Connect with Terry:

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

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

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Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County.

With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past 15 years, he has focused on helping families navigate legal challenges. Committed to public service, Dan has served on multiple charitable boards and as President of his local school board.

Listen to this informative Legacy Leaders episode with Daniel Hill shares insights on the importance of estate planning and asset protection in elder law

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

●  Daniel knows bad things can happen to anyone, so it's crucial to have legal and financial plans in place to ensure that loved ones have the necessary support and resources during challenging times.

●  Daniel explains by educating individuals about the importance of legal and financial planning, they become more willing to take action and secure their future.

●  Daniel discusses support for caregivers. Caregivers juggling responsibilities for both children and aging parents, face significant challenges. Providing them with information on government benefit programs and resources can ease their burden and help them navigate the caregiving journey more effectively.

Connect with Daniel Hill:

Website:  https://hillgrouplaw.com/about/

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/

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Greg, a distinguished attorney with a background in finance and law, has seamlessly transitioned from contract law to specialize in estate planning. With over 17 years of experience, Greg's commitment to making estate planning accessible and efficient has helped thousands of clients secure their financial futures. Join us to discover Greg's unique approach to overcoming procrastination and ensuring families have peace of mind with their estate plans.

Listen to this informative Legacy Leaders episode with Greg Nussbickel about the importance of ongoing estate planning.

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

·      Greg explains the importance of estate planning as an ongoing process that requires periodic reviews and adaptations.

·      

Greg offers modern, efficient, and remote estate planning services to help clients overcome procrastination. Timely preparation is crucial to avoid lengthy probate processes and provide financial relief to families.

·      Greg explains estate planning goes beyond inheritance and encompasses various financial instruments, taxes, and post-death management of bills and health information.

Connect with Greg:

Website: www.Will.Estate

LinkedIn: https://www.linkedin.com/in/gregory-nussbickel-jd-llm-810ba97/

With Your Guest Host Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years in financial services. He helps individuals and families design and pursue their true legacy, guiding business and family leaders toward balance and alignment.

Josh's passion for legacy planning stems from personal trials, including a near-fatal accident and a battle with cancer, deepening his appreciation for time and purpose. As a qualifying member of the Million Dollar Round Table, he brings expertise and credibility to his mission.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

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Known as “The Connector,” Georgette Pascale has over 25 years of experience in PR, marketing, communications, digital, social media, IR, business development, entrepreneurship, and agency leadership (the agency she founded, grew, and sold was completely virtual two decades ago, way pre pandemic). She is a recognized speaker and highlights her best accomplishments are being a single mom and boxer, rather than talk about her awards, board appointments and accolades.

Listen to this informative Legacy Leaders episode with Georgette Pascalle about authenticity, trust, reputation management, targeted marketing, and effective communication.

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

● Georgette discusses prioritizing building trust and authenticity through PR, grassroots strategies, and testimonials before venturing into advertising.

● Georgette highlights the importance of prioritizing quality over quantity in marketing strategies. Instead of overwhelming potential clients with excessive advertisements, she advocates for a more targeted, thoughtful approach that fosters genuine connections.

● Georgette explains recognizing your clients' preferred communication style can resolve many challenges. Adapting your approach to align with their preferences fosters smoother, more efficient, and effective interactions.

Connect with Georgette:

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

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

Facebook:  https://www.facebook.com/profile.php?id=61557847648052

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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Richard Mills is a Michigan-based estate planning attorney specializing in trusts, charitable giving, and estate administration. As Senior Counsel at Smith, Haughey, Rice & Roegge, he helps clients achieve philanthropic and financial goals.

A leader in shaping Michigan’s trust laws, Rick has also testified before the Department of Treasury on donor-advised funds and co-edits Drafting the Michigan Trust. He is updating the ABA’s Charitable Gift Planning: A Practical Guide for the Estate Planner and serves on nonprofit boards.

Listen to this informative Better Business, Better Life episode with Richard Mills about estate planning and charitable giving.

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

●  Richard highlights donor-advised funds as a way to make philanthropy more accessible, allowing families to foster generosity and honor loved ones through charitable giving.

●  Richard explains qualified charitable distributions from retirement accounts as an effective strategy for blending charitable giving with estate planning, allowing individuals to support their favorite causes while enjoying tax benefits.

●  Richard emphasizes the importance of collaborating with estate planners, accountants, and gift planners to effectively navigate the complexities of charitable giving.

Connect with Richard:

Website:  https://shrr.com/our-people/richard-mills/

LinkedIn:  https://linkedin.com/in/richard-rick-mills-712b401b

Connect with Terry:

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

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

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Carrie Zatelli is an attorney, entrepreneur, investor, and mother. She is the founder and president of Sky Capital, LLC, where she helps investors achieve financial freedom through multifamily apartment investments, ensuring safe and clean living environments.

Before her work in multifamily investing, Carrie co-founded Walkway Restoration, Inc. in 2014, specializing in sidewalk safety and compliance solutions for both low-income and fair market rate multifamily housing nationwide.

Listen to this informative Legacy Leaders episode with Carrie Zatelli about Transitioning from Law to Real Estate Investing

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

●  Carrie points out that unlike the legal field, success in real estate isn’t determined by the number of hours worked. Instead, recognizing the importance of efficiency and strategic decision-making can lead to a more balanced and successful career.

●  Real estate investing enabled Carrie to build wealth while maintaining a healthy work-life balance. By aligning career choices with personal values, professionals can achieve financial success without compromising well-being.

●  Carrie explains her success in real estate stemmed from collaborating with experts and leveraging their knowledge within investment teams. Building a strong network and utilizing diverse skills helps navigate challenges and capitalize on opportunities in the market.

Connect with Carrie:

Instagram:  https://www.instagram.com/skysyndication?igsh=N2MybTRhZXN0dHE4

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

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

With your Guest Host: Josh Meyer

Josh is a devoted father, husband, and entrepreneur with 16 years of experience in financial services. He is passionate about helping individuals and families design and achieve their legacy vision, focusing on balance and alignment in both business and personal life.

Josh’s commitment to legacy planning was shaped by transformative experiences, including a near-fatal accident and a battle with cancer, which deepened his appreciation for time and purpose. As a member of the Million Dollar Round Table, Josh brings expertise and credibility to his mission of empowering clients to live their legacy.

Connect with Josh:

Website: www.yourpeaklegacy.com

LinkedIn: www.linkedin.com/in/JoshSmeyer

IG: @peaklegacypartners

FB: https://wwwhttps://www.facebook.com/profile.php?id=61556805146972facebook.com/profile.php?id=61556805146972

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John Scott, a Partner in Tax at Anders for over 30 years, specializes in advising law firms on maximizing profits and minimizing taxes. With a proven track record, he has guided firms of all sizes in optimizing cash flow, leveraging KPIs, and navigating complex tax codes.

John analyzes financial statements to identify actionable strategies for improving profitability and cash flow. He helps law firm owners focus on practicing law by providing tailored advice on staff utilization, dynamic forecasting, hiring decisions, career path development, trust accounting, and partner distributions.

Listen to this informative Legacy Leaders episode with John Scott about optimizing financial processes for law firms.

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

●  John emphasizes the importance of leverage in law firms, indicating that maintaining a 3-to-1 ratio of professionals per file can increase profitability and sustainability.

●  John explains hiring a virtual CFO can provide substantial cost savings and process improvements compared to traditional CFO roles.

●  John promotes a subscription-based flat fee billing model, ensuring clients know their annual fee divided by 52 and pay on a weekly basis.

Connect with John:

Website: https://anderscpa.com/

John's LinkedIn: https://www.linkedin.com/in/john-c-scott-cpa

Company LinkedIn: https://www.linkedin.com/company/vcfobyanders/

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

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

Facebook: https://www.facebook.com/@vcfobyanders

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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Randy Gravitt is an author, speaker, and executive coach who encourages leaders to reach their potential. In 2014, Randy founded Lead Every Day, where he currently serves as the CEO (Chief Encouragement Officer), leading a team of coaches and consultants who work with high-performance leaders, organizations, and teams around the world. As a speaker, Randy delivers keynotes and training workshops on the topics of leadership, culture, team building, organizational effectiveness, and peak performance. Those he works with include: Chick-fil-A, Grand Hyatt, Fellowship of Christian Athletes, Kroger, and the Winshape Foundation. He has also served as one of the leadership coaches for the Pittsburgh Pirates and the Buffalo Bills.

Listen to this informative Legacy Leaders episode with Randy Gravitt about empowering your team.

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

●  Randy discusses the importance of self-leadership and work-life balance as foundational aspects of effective leadership.

●  Randy advocates for servant leadership, emphasizing the importance of supporting and holding others accountable to create a positive and high-performing environment.

●  Randy addresses the importance of leadership fundamentals such as alignment and engagement in achieving organizational success.

Connect with Randy Gravitt:

Website:  randygravitt.com

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

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

X:  https://x.com/randygravitt

With your Hosts: Stan Miller

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

Connect with Stan Miller:

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

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

Katie Beth Hand

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

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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Dustin I. Nichols is the Managing Attorney at The Law Office of Dustin I. Nichols, A PC in Newport Beach, California. For over 29 years, Dustin has worked as a practitioner providing clients with common sense and uncommon thinking in the areas of comprehensive domestic and foreign integrated corporate, estate and business planning strategies, including niche retirement planning for California resident business owners. Dustin has worked in the areas of entity formation, estate planning, transactional, risk mitigation and creditor exemption planning, as well as trust administration and litigation.

Listen to this informative Legacy Leaders episode with Dustin Nichols about retirement planning.

Connect with Dustin:

Website:  https://www.dinapc.com/

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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Legacy Leaders with Katie Beth Hand and Stan Miller with

David. B Horne is an expert in fundraising, business growth and mergers and acquisitions.  He is the founder and CEO of Add Then Multiply, a consultancy which helps business founders to grow fast, and Funding Focus, a social enterprise which aims to level the uneven playing field that female and underrepresented entrepreneurs face when raising capital. 

Listen to this informative Legacy Leaders episode with David. B Horne about strategic expansion.

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

Connect with David B Horne:

Website:  https://addthenmultiply.com/

LinkedIn:  https://www.linkedin.com/in/david-b-horne/

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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