Nelson Chu is an experienced serial entrepreneur and the founder and CEO of Percent, the modern credit marketplace. After witnessing the inefficiencies in the private credit markets, Nelson was inspired to transform this industry for the better and founded Percent in 2018. He and his team have built an end-to-end credit platform unlike any other, empowering borrowers, underwriters, and investors to transact with confidence through governance, asset transparency, and market standardization. Nelson has been recognized by Private Debt Investor as a Rising Star in their annual list of the top 40 individuals shaping the future of private credit.

Listen to this informative Legacy Leaders episode with Nelson Chu about private credit investing.

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

● Nelson explains Private Credit Investing offers uncorrelated returns and higher yields compared to traditional savings accounts. Private credit portfolios are usually pools of loans, providing diversification and risk mitigation for investors.

● Nelson emphasizes diversification is crucial in private credit investments through blended notes and diversified baskets of loans. By spreading investments across multiple lenders and loans, investors can access higher yields while minimizing the impact of defaults on individual loans, making diversification a key strategy in private credit investments.

● Transparency in private credit investing is crucial for investors to make informed decisions. By utilizing technology, investors can compare deal structures, monitor portfolio performance regularly, and access historical data reports to evaluate risk and potential returns.

● Nelson discusses private credit is becoming an increasingly significant component of individuals' portfolios, attracting a growing share of investor interest. This allocation allows for diversification and potential higher returns, with private credit offering unique opportunities for investors.

Connect with Nelson:

Company Website: www.percent.com

Personal Website: www.nelsonchu.co

Nelson LinkedIn: www.linkedin.com/in/nelson-chu 

Percent LinkedIn: www.linkedin.com/company/percent-technologies

Nelson X: @nelsonchu_

Percent X: @investpercent

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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Listen to this informative Legacy Leaders episode with William Vanderbloemen about successful leadership habits.

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

● Vanderbloemen search group expanded its focus to help values-driven organizations find employees who align with their core values, such as Chick-fil-A and a family-owned company that builds Air Force One. This approach stemmed from William's experience in executive search, prompting him to apply this model to churches in need of leaders.

● William’s book 'Be the Unicorn' explores twelve data-driven habits that differentiate the best leaders, inspired by experiences during the pandemic. The book provides guidance for business leaders looking to identify these key habits in potential hires and individuals seeking to enhance their own career paths.

● The book serves as a resource for business leaders to identify essential habits in potential hires and individuals looking to grow in their careers. It provides guidance for recognizing these habits in potential hires and offers career development advice for enhancing skills and succeeding in different career paths.

● Self-awareness is a crucial trait in personal development and hiring. It is often lacking in society, with individuals unaware of their impact on others in public spaces. Developing self-awareness can lead to improvement in other areas of behavior, making it a fundamental aspect of personal growth and professional success.

● William emphasizes that all twelve skills mentioned can be learned with effort and practice, highlighting the importance of developing interpersonal skills in a workforce influenced by automation and AI. These skills are not innate but can be acquired through dedicated work and guidance, positioning them as essential tools for success in various career paths and industries.

Connect with William Vanderbloemen:

Amazon: https://www.amazon.com/Be-Unicorn-Data-Driven-Separate-Leaders/dp/1400247101/ref=sr_1_1?crid=MD6J4LFWUSNA&keywords=be+the+unicorn+vanderbloemen&qid=1696252163&sprefix=be+the+uni%2Caps%2C185&sr=8-1

Twitter: https://twitter.com/VanderbloemenSG

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

LinkedIn: https://www.linkedin.com/company/vanderbloemen-search-group

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

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

Twitter: https://twitter.com/wvanderbloemen

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

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Miller is a Wall Street Journal and international best-selling author, communicator, and the former Vice President of High Performance Leadership at Chick-fil-A. Mark started his Chick-fil-A career working as an hourly team member in 1977. In 1978, he joined the corporate staff working in the warehouse and mailroom. During his tenure with Chick-fil-A, the company grew from seventy-five restaurants to over 2,700 locations with annual sales exceeding $19 billion. Today, Mark serves as the Co-Founder of Lead Every Day, an extension of his life-inspired mission to encourage and equip leaders with the tools they need to be successful. Mark began writing almost twenty years ago when he teamed up with Ken Blanchard, co-author of The One Minute Manager, to write The Secret: What Great Leaders Know and Do. With over one million books in print in more than twenty-five languages, his global impact continues to grow. For more information, please visit https://leadeveryday.com/.

Listen to this informative Legacy Leaders episode with Mark Miller

about the heart of leadership

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

● Mark discusses how to demonstrate the behaviors and values that you expect from your team members: show integrity, accountability, and a strong work ethic in everything you do.

● Mark explains emotional intelligence is the ability to understand and manage your own emotions, as well as those of others. Leaders with high emotional intelligence are better able to navigate complex social situations, build strong relationships, and inspire trust and loyalty in their team members.

● Mark stresses the importance of clear and open communication; and it is essential for effective leadership. Listen actively to your team members, provide constructive feedback, and ensure that everyone is on the same page regarding goals, expectations, and responsibilities.

Connect with Mark:

Website: https://leadeveryday.com/

X: https://twitter.com/MarkMillerLeads

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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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.

Listen to this informative Legacy Leaders episode with J. Diane Robinson

about making financial planning accessible for everyone

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

● J. Diane's background growing up in poverty and her passion for helping others led her to become a financial expert who believes that financial planning is not exclusive to the affluent, making it accessible and beneficial for blue-collar families as well.

● J. Diane stresses the importance of early financial planning, advising individuals to start by age 30 for retirement security and family protection. J. Diane also underscores the importance of estate planning, noting that even younger individuals have default estate plans that may not reflect their wishes if not carefully considered.

● J. Diane discusses the client-focused financial planning process involves understanding individual needs and gathering information to create a customized financial plan. This approach includes meeting clients in their own comfortable environment to discuss their goals and concerns.

● J. Diane recognizes the importance of sharing memories, values, and knowledge with loved ones, ensuring that her impact is felt for years to come.

Connect with J. Diane Robinson:

Website: https://www.jdianerobinson.com

Website: https://innovationpartnersllc.com

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She also advises and petitions courts regarding modifications of irrevocable trusts in order to account for changes in income and estate tax laws; changes in personal circumstances; and changes in the law of trusts.

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. She leverages her extensive knowledge of California law, the Internal Revenue Code, and best practices to patiently simplify complex tax, estate planning, and trust administration concepts for clients.

Listen to this informative Legacy Leaders episode with Sarah Ulibarri and Danielle Guerrero about special needs planning.

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

● Sarah and Danielle prioritize creating personalized legal documents for each client, ensuring that their unique needs and circumstances are taken into account. This level of tailored care sets them apart in the field of estate planning.

● The attorneys engage in specialized planning for special needs beneficiaries, working closely with a network of professionals to provide comprehensive support in managing assets and securing the future of these individuals.

● Sarah and Danielle emphasize the importance of being a constant support system for their clients, going above and beyond to ensure that they receive the assistance and guidance they need. As Danielle aptly put it, "We're always striving to give our best to each client."

Connect with Sarah and Danielle:

Sarah LinkedIn: https://www.linkedin.com/in/sarah-ulibarri-225920123/

Danielle LinkedIn: https://www.linkedin.com/in/danielleguerrero/

With your Guest Host Jeff Kritzberg:

As a Financial Advisor, Jeff helps individuals, couples and families grow their assets for the long term. He takes this mission very seriously and works closely with clients to recommend the appropriate products and services to help achieve their unique goals. Jeff has the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help protect your assets.

Connect with Jeff:

Website: http://www.prudential.com/advisor/jeff-kritzberg

Linkedin: https://www.linkedin.com/in/jeff-kritzberg-16a89a14

Facebook: https://www.facebook.com/Jeff-Kritzberg-at-Prudential-2011137655604721/

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Ron is a trial lawyer with diverse experience in complex commercial litigation matters. He represents clients and tries cases across a broad range of practice areas, including products liability, trucking industry, personal injury, employment litigation, professional malpractice, intellectual property, construction law, healthcare, first amendment claims, insurance and surety claims, government and contract bidding and compliance, antitrust, trusts and estates, federal and state tax litigation and general commercial litigation.

Listen to this informative Legacy Leaders episode with Ron Schirtzer about estate disputes.

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

● Ronald emphasized the necessity of sitting down with all involved parties, especially spouses, to discuss and outline how assets should be distributed in the event of passing.

● The episode detailed how disputes often center around the mental capacity of individuals when making changes to wills or trusts. Ronald explained the process of proving testamentary capacity through medical evidence and forensic experts, highlighting the emotional strain such challenges can impose on families.

● Ronald underscored the importance of attorneys maintaining objectivity when guiding clients through estate disputes. By staying neutral and rational, lawyers can assist in achieving settlements that alleviate prolonged distress within families.

Connect with Ron:

Website 

Ron Schirtzer’s LinkedIn 

WWHGD’s LinkedIn

With your Guest Host Tanisha Coffey:

Tanisha Coffey is a homeschooling mompreneur, author & speaker. She oversees the Rock Solid Financial (www.RockSolidFinancial.co) brand. Rock Solid Financial empowers businesses, nonprofits & individuals with insurance-based financial strategies and legal services that enable them to have a secure, fruitful present and future, no matter what life sends their way. In addition to Rock Solid Financial, Tanisha is also an author, speaker and the founder of the Women Wealth Builders, 10XYour401k and The Lofty Entrepreneurbrands. Coffey lives in central Florida with her husband and children.

Connect with Tanisha:

Website: www.RockSolidFinancial.co

The Lofty Entrepreneur: www.TheLoftyEntrepreneur.com

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Matrona Jessica Ward is the founding attorney at Family Legacy Planning Firm. She earned her Juris Doctor with a certificate in alternative dispute resolution with honors from Pepperdine University School of Law in 2008, after graduating with honors from The Master’s College with a B.A. in political studies. Her focus is on supporting families to pass on their legacies, with excellence and compassion.

Listen to this informative Legacy Leaders episode with Matrona Jessica Ward about estate planning and faith.

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

● Matrona highlights the importance of meeting clients' needs and understanding their values. She emphasizes the significance of having heartfelt conversations with clients to truly grasp what matters most to them. Matrona believes that understanding their heart leads to creating estate plans that reflect their deepest desires.

● Katie Beth mentioned the unique perspective of individuals with a faith background when it comes to end-of-life planning. Matrona echoed this sentiment, emphasizing the boldness orthodox Christians have regarding death, viewing it as something that has already been conquered. Infusing hope and faith into estate planning can make it a more holistic and meaningful process.

● Matrona's journey into estate planning began with exploring a field that aligned with her passion for helping people shape their destinies. She highlights the importance of seeking guidance from professionals who can simplify the technical aspects of estate planning while infusing the process with personal meaning and purpose.

Connect with Matrona:

http://www.familylegacyplanningfirm.com

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

George is a seasoned insurance professional with a background in sales and customer service, having transitioned from managing a McDonald's restaurant to the insurance industry. His perspective on insurance industry challenges stems largely from his experiences dealing with common customer issues like unfair rate increases and impersonal service. George remains passionate about problem-solving for his clients and striving for positive outcomes. His dedication to prioritizing his clients' best interests has solidified his position as a trusted advisor in the industry.

Listen to this informative Legacy Leaders episode with George Chase about insurance solutions.

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

● George highlights the importance of advisors having the heart of a teacher, educating clients about their insurance needs while prioritizing their well-being. Building trust and ensuring that the advice given is in the client's best interest is crucial.

● George recommends talking to more than one advisor to benefit from different perspectives and ensure that the advice received is solid. Having multiple sets of eyes and working with different companies can provide a comprehensive view of the best insurance options available.

● George advises against opting for online insurance, likening it to a vending machine where the cheapest option is often chosen. He advocated for working with a trusted insurance advisor who can offer personalized advice and ensure that the coverage aligns with the client's specific needs.

Connect with George:

Website: https://www.comparioninsurance.com/insurance-agent/illinois/warrenville-046c/george-chase

With your Guest Host Adam Diamond:

As the owner of Diamond Legal, P.C. in McHenry, IL, Adam Diamond is passionate about helping his clients find the best legal help possible. He considers it a true privilege to serve his clients and leads his team to view their jobs the same way.

The team at Diamond Legal focuses on serving clients in the areas of family law, estate planning, and real estate law. Adam finds purpose in helping clients protect their families and their assets - and, where possible, helping people reclaim their lives. You can connect with Adam on LinkedIn, and you can learn more about Diamond Legal at dlfirm.com and on Facebook, LinkedIn, Instagram, and YouTube.

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James L. Moore, JD, Counselor at Law, principle and founder of The Law Offices of James L. Moore, PC is known as the “expert’s-expert”. Moore’s reputation as a practical problem solver and bottom line communicator provides an environment which allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.

Listen to this informative Legacy Leaders episode with James Moore about business and succession planning

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

● James emphasized the importance of regular reviews in estate planning to ensure that plans remain effective amidst life's changes. He highlighted the need for proactive steps to protect family wealth and business assets.

● James pointed out that the number one reason wealth gets squandered is lack of communication. Effective communication within families and business settings is crucial to ensure the smooth transition of assets and to prevent potential issues in the future.

● James Moore's book 'Family Wealth Protection Planning' focuses on actionable steps and reducing anxiety in estate planning. It aims to provide readers with a sense of relief and confidence in their planning decisions, emphasizing the importance of having a comprehensive plan in place to avoid crises and ensure preparedness.

● Regular reviews in estate planning are essential to ensure plans remain effective amidst life's changes. The process is personalized, focusing on coaching individuals to tailor plans to their specific needs and circumstances.

Connect with James:

Website: www.mooreandkerbawy.com

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Daniel Goodman- Daniel graduated from San Jose State University with Honors with degrees in Economics, Business Finance and Humanities. He also holds an MBA from Santa Clara University with a concentration in Behavioral Finance and Quantitative Decision Methods.

Daniel is both a Certified Financial Planner and Chartered Life Underwriter. He is the Director of Financial Planning and Wealth Advisor at Sierra Pacific Financial Advisors, LLC.

He has over 20 years of experience in the financial planning industry and enjoys using his extensive financial planning and investment knowledge to champion financial literacy and help clients achieve their personal and custom financial dreams.

Listen to this informative Legacy Leaders episode with Daniel Goodman about strategic financial planning.

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

● Daniel specializes in assisting executives with substantial equity compensation planning for retirement in eight to ten years. Sierra Pacific Financial Advisors caters to clients through their satellite offices in San Jose and Oakland, offering educational webinars, a social media presence, and easy access to booking meetings through their website.

● Daniel emphasizes the importance of tax-efficient strategies in financial planning, debunking the misconception that their focus is solely on trading portfolios. This approach involves constructing portfolios with specific goals to balance maximizing returns while minimizing potential losses, emphasizing the need for a strategic and holistic financial plan beyond just trading activities.

● Daniel explains the anxiety of making sound financial recommendations and managing clients' hard-earned wealth is a critical concern. He prioritizes serving his clients by staying informed about market trends and tax implications to protect their financial well-being, reflecting the fiduciary responsibilities of a Certified Financial Planner.

● Daniel's approach to financial planning involves creating tailored plans that show active listening to clients and aim to overcome negative experiences in the financial industry. He also places a strong emphasis on building trust with clients by being transparent about investment reviews and ensuring tax efficiency in financial strategies.

Connect with Daniel:

Website: https://www.sierrapfa.com/

YouTube: https://www.youtube.com/channel/UCcTpSeyJYGHvoKAa3bQEJtA

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

LinkedIn: https://www.linkedin.com/company/sierra-pacific-financial-advisors/

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

With your Guest Host Robert Bergman:

Bob Bergman is an Estate Planning attorney who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts. Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization. App

A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County. He is a 15+ year member of Wealthcounsel, a national association of estate planning attorneys with thousands of members. He has also taught continuing legal education to other attorneys

Bob presents frequent seminars on living trust planning and is the host of “Plan Your Estate Radio, “ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married with twin teenage daughters, and enjoys live theater, travel, and wargaming in miniature.

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