Your Life Your Legacy

Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact.

About Jean Walton:

Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives.

Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given.

Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to:

● Uncover how engaging in adventures can spark personal transformation.

● Reinforce self-trust to overcome feelings of displacement.

● Learn about creating diverse revenue pathways to achieve financial autonomy.

● Unveil how business endeavors can shape an enduring legacy.

● Absorb ways to stimulate the youth to architect their own future stories.

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

● Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy.

● Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life.

● Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.

“Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.”

- Jean Walton

Connect with Jean:

Website: https://everydaygirladventures.com/

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

Instagram: https://instagram.com/everydaygirl_adventures

TikTok: https://www.tiktok.com/@jeanwalton6

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

Charlie Bresler is not your typical philanthropist. With a background that includes being the former president of Men's Warehouse, his journey to making a positive impact has been anything but ordinary. Armed with a PhD in social and clinical psychology and a passion for social justice, he co-founded The Life You Can Save, a nonprofit organization dedicated to helping those living in extreme poverty. Through The Life You Can Save, Charlie and his team curate compelling content and identify highly effective nonprofits operating in South Asia and sub-Saharan Africa. Charlie's unique blend of business expertise, academic knowledge, and genuine desire to make a difference sets him apart as a legacy leader. His story is a testament to the power of balancing personal success with a deep commitment to creating a meaningful impact in the world.

Listen to this informative Legacy Leaders episode with Charlie Bresler about The mission of The Life You Can Save, Overcoming the Fear of Giving, Various Organizations Making a Difference and Connecting with Impactful Work, Effective Hedonism and Maximizing Pleasure and The Life-Changing Impact of Giving.

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

● Discover the power of effective giving to alleviate global poverty and make a lasting impact on the lives of those in need

● Uncover the incredible work of nonprofit organizations that are saving lives and transforming communities around the world

● Explore the impact of the Deworm the World Initiative and how a simple intervention can have a profound effect on the health and well-being of children

● Learn how effective giving can play a vital role in addressing and combating climate change, and the positive impact it can have on our planet

● Find out how to strike a balance between personal pleasure and making a positive impact in the world, allowing you to live a fulfilling and meaningful life

Connect with Charlie Bresler:

Website: https://www.thelifeyoucansave.org/

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

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

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

YouTube: https://www.youtube.com/user/TheLifeYouCanSave

Twitter: https://twitter.com/LifeYouCanSave

MUSINGS Podcast: https://podcasts.apple.com/us/podcast/musings-about-ourselves-and-other-strangers/id1702957799

Email: [email protected]

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

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

In a world where selflessness and genuine care for others are often overlooked, there was one man who defied expectations and left an indelible mark on those around him. Meet Melvin Daniel, a dedicated educator and advocate for agriculture, whose humble upbringing ignited a passion that would change countless lives. But little did anyone know, there was an unexpected twist in Melvin's story, a twist that would reveal the true depths of his character and the legacy he would leave behind. Brace yourself for a tale of compassion and resilience, as we delve into the extraordinary life of Melvin Daniel, a man whose impact transcends time. Get ready to be inspired, because this is a story that will stay with you long after it ends...

About Melvin Daniel:

Melvin Lee Daniel, 78, of Hot Springs, Arkansas, passed away on August 23, 2023. Born in Pearcy, Arkansas, on April 12, 1945, to Quentin E. Daniel and Ina Mae Waite Daniel. Preceded in death by his brothers, Quentin Daniel, Jr., James Daniel, and infant son Kyle Patrick Daniel. Survived by his wife of 55 years, Judy Lawler Daniel, and children Christopher Lee Daniel (Jadie) and Melissa Anthony (Andy), along with grandchildren and a great-grandchild.

Melvin had a rich career in education, teaching Agriculture for 35 years. He was a dedicated member of Center Fork Missionary Baptist Church. He had a profound impact on the FFA, leading teams to state and national levels and mentoring students.

His love of agriculture earned him several awards, including the Honorary American FFA Degree. Melvin Daniel will be remembered as a loving husband, father, teacher, mentor, and a significant figure in the world of agriculture.

Listen to this informative Your Life. Your Legacy. episode with Melissa Anthony, daughter of Melvin Daniel, where she shares how to:

●    Discover the lasting legacy of Melvin Daniel and learn how his impact on the community can inspire your own journey.

●    Uncover the secrets of leaving a positive legacy that will be remembered by future generations.

●    Unlock the power of kindness and learn how to influence others to create a more compassionate community.

●    Gain insights into how educating and empowering others can create a ripple effect for positive change in your community and personal life.

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

●    Discover the lasting legacy

Melvin Daniel's life story is a testament to a lasting legacy. His passion for education and agriculture influenced not just his own family, but also countless students and community members.

●    Learn practical strategies

A crucial aspect of Melvin Daniel’s legacy was his practical approach to teaching and mentoring. Simple strategies like promoting inclusion, encouraging advanced education, and instilling a strong work ethic played pivotal roles in shaping successful futures.

●    Explore the power of kindness

Demonstrating kindness in all actions, as Melvin did, can create a more supportive, compassionate community, affirming its potent relevance.

“He never quit. He just never wanted to quit. He was always going nonstop to support the cause and to help other people out. ”

- Melissa Anthony on her late father, Melvin Daniel

Links Mentioned:

Connect with Melvin Daniel Lake Hamilton High School FFA Farm:

Website: https://www.lhwolves.net/

Lake Hamilton School District: https://www.facebook.com/LHSDWolves

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

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/

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

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/

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

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

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

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