Legacy Listens

Join host Robert Wermuth on Legacy Listens and Michael Simpson, Managing Partner at Brinker Simpson & Company, LLC. With over 30 years of experience, Michael breaks down the essentials of business valuations, covering their importance in retirement planning, partner disputes, and more. Whether you're a business owner or just curious about valuation methods, this episode is packed with insights.

For more information about Mike Simpson please visit him at https://www.brinkersimpson.com. ​​______________​​______________​​

Legacy Planning- 3440 Hamilton Blvd Allentown, PA 1810bu3 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens and Dirk Simpson, Partner at Royer Cooper Cohen Braunfeld where they talk about the world of business succession and estate planning. They explore key strategies for ensuring a smooth transition of business ownership, tax-efficient wealth transfer, and the nuances of various trust structures like Spousal Lifetime Access Trusts (SLATs) and Grantor Retained Annuity Trusts (GRATs). Dirk shares practical insight on preparing your business financially, the importance of discounting in gifts, and leveraging charitable giving as a tool for family estate planning. Whether you're a business owner or a financial advisor, this episode is packed with valuable insights to help you finish strong and protect your legacy. Stay tuned for an in-depth conversation that's sure to elevate your understanding and approach to estate planning.

For more information about Dirk Simpson please visit him at https://www.rccblaw.com/people-dirk-simpson. ​​______________​​______________​​

Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens and Jack Terrill, an Estate Planning Attorney and Senior Partner at Heckscher, Teillon, Terrill & Sager. With over 30 years of experience, Jack specializes in asset protection, complex estates, and family governance.

As a fellow of the American College of Trust and Estate Counsel (ACTEC), Jack's insights into charitable planning, fiduciary litigation, and estate settlement are invaluable. His firm, comprising 22 dedicated lawyers, focuses exclusively on trusts and estates, serving high-net-worth families and individuals.

In this episode, Jack discusses family governance—an often overlooked but crucial aspect of multi-generational wealth management. He shares strategies to preserve wealth and values across generations, ensuring a lasting legacy. Whether you're navigating estate complexities or planning for the future, Jack offers practical insights for securing your family's legacy.

Join us on Legacy Listens as we uncover the secrets to enduring family legacies with Jack Terrell. For more information, please visit Jack at https://www.htts.com/attorney/john-a-terrill-ii/

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Matt Kulp on Legacy Listens as he sits down with Mike Snedeker, pastor of Community Evangelical in Sinking Spring, Pennsylvania. They explore how business owners can benefit from this practice traditionally seen in the educational sectors. Mike shares his personal journey leading up to a three-month sabbatical, how he managed the daily pressures of his role, and the profound impact of rest and delegation on both his personal well-being and the growth of his team. Whether you're a business owner contemplating a sabbatical or simply curious about its benefits, this episode is packed with valuable insights and actionable advice. Tune in to learn how taking a structured break could be the key to sustaining success and fostering leadership within your organization. Enjoy the conversation and get ready to be inspired!

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Kevin Donohue on Legacy Listens where he sits down with Sam Villagrasa-Petroski, a HNW Consultant at Chubb Philadelphia, specializing in property and casualty insurance for high net worth clients. In this episode, we unpack the complexities of the current hard market in the insurance industry, where rising costs and severe climate events are creating unique challenges, especially for those with significant assets. We'll explore how changing driving habits, supply chain issues, and increased frequency of natural disasters are impacting insurance claims and costs. Sam provides invaluable insights into why working with the right carriers who understand the distinct needs of high net worth individuals is crucial and how excess coverage plays a pivotal role in safeguarding assets. Whether you're worried about the liabilities tied to recreational vehicles or managing the risks associated with coastal properties, today's conversation is packed with expert advice on navigating these turbulent waters. Stay tuned as we get into these topics and more, helping you protect your legacy in uncertain times. For more information about Sam and his services, please visit him at [email protected] ​​ ______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. _____________________________ Chubb is the marketing name used to refer to subsidiaries of Chubb Limited providing insurance and related services. For a list of these subsidiaries, please visit our website at www.chubb.com. Insurance provided by ACE American Insurance Company and its U.S. based Chubb underwriting company affiliates. All products may not be available in all states. This material contains product summaries only. Coverage is subject to the language of the policies as actually issued. Surplus lines insurance sold only through licensed surplus lines producers. The opinions and positions expressed in this presentation are the presenter's own and not necessarily those of Chubb. The material presented herein is advisory in nature and is offered as a resource to be used together with your professional insurance advisors in maintaining a loss prevention program. It is not intended as a substitute for legal, insurance, or other professional advice, but rather is presented for general information only. You should consult knowledgeable legal counsel or other knowledgeable experts as to any legal or technical questions you may have. This presentation is solely for informational purposes. Chubb, 202 Hall's Mill Road, Whitehouse Station, NJ 08889-1600.

Join host Robert Wermuth on Legacy Listens we dive into with Richard Marcus, Ph.D., an executive coach with extensive experience in the financial services industry. Richard discusses the intricate dynamics of multi-generational family businesses and shares valuable insights on effective communication, leadership development, and succession planning within family-run enterprises. He sheds light on the importance of identifying strengths, embracing differences, and the crucial role of executive coaching in enhancing individual and collective performance. Join us as we tap into the wisdom of Richard Marcus and explore the intricate world of family businesses and leadership development.

For more information about Richard and his services, please visit him at https://richardmarcus.org/

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

In this episode of Legacy Listens, we delve into the captivating journey of Kane D'Amico, owner and partner at Alliance Heating and Air Conditioning. Hosted by Matt Kulp, we talk about how Kane's 30-year tenure at Alliance has involved perseverance, constant growth, and consistency. From starting as an entry-level employee to becoming a partner in the business, Kane's story is one of hard work, dedication, and the pursuit of professional and personal growth. Learn about the challenges and triumphs of transitioning from an employee to an owner, and gain valuable insights into the process of buying and operating a business. Join us as we explore the inspiring narrative of Kane D'Amico and his journey towards continued success as a business leader.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Kevin Donohue on Legacy Listens as he we sit down with David Regn, a full-service advertising industry titan, to unravel the complexities and personal triumphs of executing a private equity exit. Dave, who turned a high school t-shirt venture into the 700-employee powerhouse known as Stream, will share his 25-year journey of consistent growth, culture building, and strategic decision-making. Get ready, because this episode is not just a lesson in business—it's a blueprint for building wealth intelligently. Let's listen in.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Robert Wermuth on Legacy Listens we dive into the world of integrative medicine with Dr. Anthony Bazzan, the medical director of the Marcus Institute of Integrative Health - Jefferson Health. Dr. Bazzan discusses the history and approach of integrative medicine versus traditional medicine, highlighting the importance of personalized, evidence-based care. He explains the unique offerings of the Marcus Institute and the impact of precision medicine technologies in treating complex medical cases and cancer patients. This enlightening conversation sheds light on the incredible work being done at the Institute and the groundbreaking advancements in precision medicine and holistic healthcare that can unlock the optimal health and success.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Join host Kevin Donohue on Legacy Listens as he explores the entrepreneurial journey with David Calvaresi, Founder of ValSource who is heavily committed to the community, one institution he works with is a nonprofit by the name of Headstrong. Follow Dave's compelling story—from starting a business amidst family challenges to building a thriving workforce. Learn how he navigated financial crises, maintained a strong company culture, and implemented an ESOP for employee ownership. In this candid conversation, discover insights on resilience, preserving culture, and graceful business exits. Tune in for lessons from a leader dedicated to both business success and community impact. ​​______________​​______________​​

Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.