With over six years of experience, Donald Cunningham, a financial service consultant and wealth coach has specialized in helping families and business owners by protecting their income, planning a tax-free retirement, and creating generational wealth protection. He was born and raised in St. Louis, Missouri, and just recently relocated to El Paso, Texas with his wife and kids.

Listen to this informative Your Life. Your Legacy. episode with Donald Cunningham as he shares his expertise in life insurance and financial planning, and how these areas can help you to protect the things that are most valuable to you and your family.

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

·        Investing in the right life insurance can secure your family's future, create generational wealth, and you can still enjoy the living benefits

·        A life insurance plan is much more than a tax-saving tool

·        By taking out a death benefit policy, you can provide financial support to your immediate family upon your death

·        The power of financial literacy

Connect with Donald:

Website: https://dscfinancialservices.com/

LinkedIn: https://www.linkedin.com/in/donald-cunningham-689933167/

Instagram: https://www.instagram.com/donaldacham/?hl=en

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

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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Christopher is a certified financial planner with over thirty years of experience helping small business owners, retirees, and families in achieving their financial goals and objectives. As the founder and principal of Elliott Wealth Management Services, LLC, with offices in Madison, Connecticut and Summerfield, Florida, he is committed to devoting as much time and effort as possible to clients to explain financial concepts, strategies, and investment alternatives in a way that is easily understood. Christopher is also the host of the Simply Financial Podcast.

Listen to this informative Your Life. Your Legacy. episode with Christopher Calandra as we talk about getting to know your clients well, as well as his tips for opening the door to client relationships. Christopher will also discuss the value of a good financial advisor relationship and the advantages of using technology for negotiation.

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

·        One of the ways you're able to help clients is by getting to know them. Communication and sharing your philosophies with them will increase the likelihood of them sharing their ideas with you.

·        Authenticity, open-ended questions, and regular discussions about important topics as they develop and life unfolds allow open dialogue with clients.

·        The key to serving your clients well is a good relationship between financial advisors and estate planning attorneys.

·        Consider starting your own podcast if you're an estate planner, CPA, or professional. It will add credibility to your brand and help you attract and retain clients.

Connect with Christopher Calandra: 

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

Website: https://elliottwealth.com/about-us/our-team 

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

In a world of uncertainty, there's one thing that can never be predicted – the unexpected twist that changes everything. For Hillary Vaillancourt, founder of Valley Court Law Firm, that twist came in the form of her younger brother's illness. Witnessing the struggle her family faced to establish guardianship, Hillary's determination to help families like hers was ignited. Now, she's on a mission to provide comprehensive special needs planning that goes beyond just education. Discover how Hillary's personal journey led to a profound understanding of the importance of legal and financial support for families with loved ones with special needs. Will she be able to create a holistic approach that offers confidence and peace of mind? Stay tuned to find out.

About Hillary Vaillancourt:

Hillary Vaillancourt is a seasoned attorney and the founder of the Valley Court Law Firm. Specializing in estate planning and special needs planning, Hillary has established herself as an expert in providing legal and financial guidance to families with loved ones who have special needs. Her interest in this field stems from personal experiences, particularly when her younger brother, who has special needs, faced a health crisis. Witnessing the challenges her family encountered due to a lack of proper legal documentation, Hillary became motivated to help other families avoid similar hardships. With her extensive knowledge and dedication, Hillary is committed to assisting families in securing the future and well-being of their loved ones with special needs. Her expertise in special needs planning and compassionate approach make her an invaluable resource for families seeking comprehensive solutions.

Listen to this informative Your Life. Your Legacy. episode with Hillary Vaillancourt where she shares how to:

●    Secure the future and well-being of your loved ones with special needs through proper legal and financial planning.

●    Plan ahead to ensure a fair and equitable distribution of farm assets for future generations.

●    Discover the importance of a financial team and how they can help you navigate the complexities of estate planning.

●    Uncover the keys to achieving work-life balance as a working mom and find harmony between your career and family life.

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

●    Secure the future for loved ones

When parents can't be there, establishing a long-term care plan with a legal, financial and medical framework serves as a safety net.

●    Fair distribution of farm assets

Effective estate planning aims to balance the fair distribution of farm assets, particularly challenging when a single child shows interest in agriculture.

●    Importance of a financial team

A financial team's expertise is pivotal in navigating the complex landscape of special needs planning and farm estate planning.

“I wanted to create my own practice and decided that March of 2020 was the right time to take that risk. And it's been a wild ride ever since, trying to build a practice through a pandemic and a couple of moves and a couple of babies and all the things that life has thrown our way, but it's been a really great experience at the same time. ”

- Hillary Vaillancourt

Links Mentioned:

Connect with Hillary Vaillancourt:

LinkedIn: https://www.linkedin.com/in/hillary-vaillancourt-1580463a/

Website: https://www.hugedomains.com/domain_profile.cfm?d=thefoodielawyer.com

About your guest host, 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:

Website: https://pinnaclelegacylaw.com/

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

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

John M. Jennings is a prominent figure in the realm of wealth management as the President and Chief Strategist of St. Louis Trust & Family Office, a national wealth management firm with clients in 30 states. With over $10 billion in investment assets and $12 billion in total wealth under his leadership and guidance, John heads a team of financial experts who provide a high level of personalized service and a full range of family office services. His extensive background in investments, tax, estate planning, and trusts, combined with his educational experience in finance and law, positions him as a trusted advisor to client families. He is also a dedicated member of his community through his involvement in non-profit organizations and his teaching role at Washington University.

Listen to this informative Your Life. Your Legacy. episode with John Jennings as he shares his strategies and tools in helping the 63 families he works with, as well as his insights on the responsible way to maintain wealth with purpose and avoid jeopardizing future generations. He touches on being charitable and giving back and offers his perspective on investing amidst the financial uncertainties. He also mentions his passion for sharing interesting facts through blogging and writing.

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

·        Estate planning is about balancing simplicity and tax optimization based on personal preference. Early planning can make estate taxes optional.

·        Achieving true wealth means balancing wants and needs, creating a meaningful legacy, and using money with purpose. Anything extra is a bonus.

·        To increase happiness and life satisfaction, spend on experiences and time with others, as research shows a positive link between money and happiness.

·        Leave a legacy through values-based philanthropy, making a significant impact in a specific area and passing it on to future generations by living your values.

·        Becoming a great investor isn't about knowing everything about financial markets, but developing mental models like Charlie Munger to make better life decisions and potentially grow wealth.

Connect with John:

Links Mentioned:

The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown: https://www.amazon.com/Uncertainty-Solution-Invest-Confidence-Face/dp/B0BDXZNZQF

The Haimish Line by David Brooks: https://www.nytimes.com/2011/08/30/opinion/brooks-the-haimish-line.html

Twitter: https://twitter.com/bigdogtwo

LinkedIn: https://www.linkedin.com/in/john-jennings-433a054/

The IFOD: https://www.theifod.com/

Website: https://johnmjennings.com/

St. Louis Trust and Family Office: https://www.stlouistrust.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/

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Do you want to ensure that your high net worth estate plan includes proper guardianship nomination? Are you searching for a solution to achieve comprehensive guardianship in your estate planning strategy? Look no further, because our guest, Christina Lewis, will be sharing her expertise and guiding you towards achieving the desired outcome of secure guardianship within your estate plan. Join us as she provides valuable insights and practical tips to help you navigate the key considerations for guardianship in estate planning, so that you can safeguard your loved ones' future.

About Christina Lewis:

Christina Lewis is an attorney with Law Office of Christina Lewis in Torrance, California. Ms. Lewis practices in the areas of estate planning, asset protection, and business law. She works with clients to plan and implement strategies to transfer family wealth and accomplish personal goals in a tax-efficient manner. Ms. Lewis advises fiduciaries in regards to the administration of trusts and estates. The transactional side of her practice includes drafting, negotiating, and advising clients on all types of documents and agreements, including shareholder, partnership and joint venture agreements, by-laws, association agreements, consulting agreements, noncompetition and nondisclosure agreements, representation agreements, management services agreements, leases, franchise agreements, license agreements, distribution agreements and other agreements and documents used in the operation of her clients' businesses. Ms. Lewis earned her undergraduate degree from the University of California Los Angeles and her J.D. degree from Loyola Law School.

Listen to this informative Your Life. Your Legacy. episode with Christina Lewis where she shares how to:

●    Learn effective estate planning and asset preservation strategies tailored for high-net-worth individuals to protect and grow your wealth for future generations.

●    Discover the importance of creating personalized and tailored estate plans to ensure your wishes are properly carried out and assets are distributed according to your desires.

●    Understand the key considerations for guardianship nomination in estate planning, ensuring the well-being and care of your loved ones if something should happen to you.

●    Explore the value of comprehensive estate planning beyond legal documentation, including strategies to minimize taxes, protect assets, and address complex family dynamics.

●    Learn about the significance and benefits of trust administration and probate services in estate planning, ensuring a smooth transfer of assets and protection of your legacy.

“Every estate plan is like a unique fingerprint, tailored to the individual's needs and wishes.”

- Christina Lewis

Connect with Christina:

Website: www.christinalewislaw.com

LinkedIn: www.linkedin.com/in/christina-lewis-esq-041bb1

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

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own.

Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.

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

●    Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way.

●    Patricia's approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services.

●    Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind.

●    In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.

Connect with Patricia:

Links Mentioned:

WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909

Guest Contact Info:

Email: [email protected]

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

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

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

De Fonte Law PC: https://defontelaw.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 Best Seller in April.

Connect with Stan Miller:

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

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

Do you want to understand how your financial choices can create a long-lasting impact aligned with your values? Are you seeking a solution to bridge the gap between money and the change you want to see in the world? Join us as Adam Christing shares his insights on how you can achieve the desired outcome by connecting your money to your values. Discover the pathway to creating a meaningful and lasting impact through your financial decisions.

About Adam Christing:

Adam Christing received the Best of Los Angeles Award as the #1 Event Master of Ceremonies in 2021. He has been featured on more than 100 TV and radio networks, including CNN, Fox News, and Entertainment Tonight. His forthcoming book is called We Got You: How to Gather Your Group, Galvanize Your People, and Grow Your Results. Adam is a graduate of Biola University and the CEO of CleanComedians.co

Listen to this informative Your Life. Your Legacy. episode with Adam Christing where he shares how to:

●    Gain insight into the ways strong relationships can create a lasting legacy of significance.

●    Discover how investing in partnerships and clients paves the way for enduring success.

●    Understand the impactful role that listening deeply has in both interpersonal and business relationships.

●    Learn the art of appreciating current circumstances while nurturing existing opportunities, instead of persistently seeking external success.

●    Grasp the profound link between one's financial habits and core values in contributing to a meaningful legacy.

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

●    Insight into strong relationships

Adam Christing asserts that qualities such as understanding, support, and active listening are central to strong interpersonal connections.

●    Investing in partnerships and clients

Establishing a meaningful legacy demands more than fleeting interactions with clients; it requires investment in partnerships.

●    Impactful role of listening

Adam Christing postulates that by effectively listening to your clients or loved ones, you make them feel valued and heard, which strengthens the bond and connection with them.

“Leave a legacy of laughter and joy with your family, friends, and customers. It's all about creating memories.” - Adam Christing

Connect with Adam:

Connect with Adam:

LinkedIn: https://www.linkedin.com/in/adam-christing/

website: http://www.AdamChristing.com

website: Comedians For Hire | Corporate Events | Funny Clean Comedians®, Emcees & Speakers | Clean Comedians® 

About your guest host, Karl "Doug" Hering:

Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.

Connect with Karl:

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

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

About Beth Handwerker:

Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy.

Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!

Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to:

●    Explore the importance of estate planning in preserving your legacy.

●    Discern common pitfalls in estate planning and ways to avert them.

●    Master the art of planning for special needs children and setting up special needs trusts.

●    Become aware of integrating charitable donations into your estate plans for communal benefit.

●    Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.

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

●    Significance of Estate Planning

This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes.

●    Common Missteps in Estate Planning

Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues.

●    Planning for Special Needs Children

Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.

“Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.”

- Beth Handwerker

Connect with Beth:

Website: https://www.jamesinvestment.com/ 

LinkedIn: https://www.linkedin.com/company/james-investment

Email: [email protected]

X (Twitter): https://twitter.com/JamesInvt

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

About your guest host, J. Diane Robinson:

J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met.

Connect with J. Diane:

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

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Are you interested in protecting your assets and ensuring your final wishes are carried out exactly as you desire? Looking for a way to avoid costly errors and ensure that your estate planning is legally secure? Join us as our guest, Lauren Doyle, shares her expertise and provides a solution to help you achieve peace of mind and make your intentions legally binding. Discover how professional guidance can help you safeguard your assets and guarantee that your wishes are upheld, no matter what.

About Lauren Doyle:

Lauren Doyle, an experienced business and estate planning attorney at TLD Law in Irvine, California, is known for her expertise in corporate counseling, business succession planning, and estate and tax planning. With a keen eye for detail, she guides clients through entity formation, excels in contract negotiation, and plays a pivotal role in complex mergers and acquisitions. Lauren's wealth of knowledge extends to crafting comprehensive estate plans and skillfully navigating trust administration, offering clients peace of mind in securing their legacies.

Lauren is a dedicated professional who actively contributes to her field. Her achievements include being recognized as a Southern California Rising Star. She holds a J.D. from Western State University College of Law and a B.A. from New York University. Beyond her legal pursuits, Lauren Doyle's commitment to her community is evident through her involvement in professional organizations and her ongoing dedication to providing exceptional legal counsel to her clients.

Listen to this informative Your Life. Your Legacy. episode with Lauren Doyle where she shares how to:

● Discern the crucial responsibility of estate planning young professionals often overlook.

● Recognize the risks and complications arising from unsatisfactory estate planning.

● Unravel the challenges tied up in estate planning, and understand the necessity of seeking professional guidance.

● Delve into the impacts of California’s property tax laws on inheritance.

● Experience the satisfaction that comes with guiding others in planning their estate and giving back to the community.

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

● Uncover the gravity of estate planning

Lauren Doyle explains how integral a professionally drafted and regularly reviewed estate plan is for the effective management of one's assets posthumously.

● Grasp the potential ramifications

Doyle highlights the potential pitfalls associated with inadequate or nonexistent estate planning, including significant financial loss due to complications such as probate fees, hefty property tax reassessments, and potential legal disputes among beneficiaries.

● Explore the common complexities

Throughout the episode, Lauren discusses several common complexities that individuals must navigate when planning their estate. She delves into constant regulatory shifts, such as California's Proposition 19, and illuminates their potential impact on inherited properties.

“You're going to cause a worse problem when you pass away and you're not there to explain why you did what you did.”

- Lauren Doyle

Connect with Lauren:

Website: https://tldlaw.com/attorney/lauren-doyle/ (Company)

LinkedIn: https://www.linkedin.com/in/lauren-m-doyle-esq-4545a568/

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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

In the world of law, Monica Goel's journey took an unexpected twist, leading her from the rivalry between two rival schools to a passion for safeguarding the rights of the elderly. Inspired by the often overlooked needs of this forgotten group, Monica delved deep into the field of elder abuse law, only to discover an even greater calling in estate planning and trust administration. Now, she tirelessly works at the law firm TLD, assisting families facing the challenges of incapacity and loss, guiding them in budgeting, finding appropriate caregivers, and providing care for their loved ones. With each case she takes on, Monica's story unfolds, weaving a tale of compassion and empowerment.

About Monica Goel:

Monica Goel has been with her firm, TLD Law, since 1999, becoming a partner in 2010. With over two decades in law, she specializes in estate planning, trust administration, probate, and elder law, notably with a focus on special needs trusts. Based in the firmâs Long Beach and Irvine, CA offices, Monica has earned several awards, including the "Superb" rating by AVVO and recognition as a Top Woman Attorney in Southern California in 2016.

Monica is a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She has been recognized in Super Lawyers Magazine both as a Rising Star and later as a Southern California Super Lawyer in Trust & Estates from 2019 to 2022. In addition to her legal practice, Monica has taught at Cerritos College and UCI Extension.

Listen to this informative Your Life. Your Legacy. episode with Monica Goel where she shares how to:

●    Discover how vital estate planning can be, enabling the safeguarding of assets and the welfare of your loved ones.

●    Uncover the advantages of establishing a trust to circumvent complex, expensive probate processes.

●    Grasp the complexities of incapacity and loss, aiding families in budgeting, caregiving, and locating apt help.

●    Comprehend the probate court operation and its repercussions, bringing to light its time-intensive nature and potential challenges for dependents.

●    Acquire invaluable guidance and industry insights on estate planning from Monica Goel and her team at TLD Law.

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

●    Understanding the importance of estate planning

A deep grasp of estate planning principles can alleviate unwanted anxiety and prepare families physically, emotionally, and financially for the inevitability of incapacity or loss.

●    Navigating the complexities of incapacity and loss

Incapacitation and loss are emotionally poignant experiences often compounded by logistical complications that can cause additional stress.

●    Advantages of establishing a trust

A trust can simplify the transfer of assets upon a person's passing, bypassing the often-complicated and lengthy process of probate.

“I love working with people and helping them preserve their wealth. I love helping families transition when it's needed - when someone passes away, or now more often when someone is facing incapacity. ”

- Monica Goel

Connect with Monica:

Website: https://tldlaw.com/ (Company)

LinkedIn: https://www.linkedin.com/in/monica-goel-62a31114/

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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