Legacy Leaders

By: Stan Miller & Katie Beth Hand
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  • Summary

  • The Legacy Leaders podcast introduces listeners to Stan Miller and Katie Beth Hand. Stan is the CEO of Pinnacle Legacy law based in Little Rock, Arkansas where he has protected over $4 billion of client assets. Katie Beth is the legacy director of the firm. Guests on the Legacy Leaders podcast include experts in their field who have succeeded in helping their clients create a legacy and will share their secrets so you can do it too. Tune in each week for an informing conversation about helping your clients create their legacy.
    Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved.
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Economics Management
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Episodes
  • Chris Vermeulen: Navigating Market Trends for Optimal Investments

    Chris Vermeulen: Navigating Market Trends for Optimal Investments
    Nov 20 2024
    Chris Vermeulen is a financial expert who challenges conventional investing wisdom and believes that investors should only own rising assets. With over 25 years of experience, Chris shares an alternative investment style called Asset Revesting that allows investors to achieve higher returns, lower drawdowns, and profit from bear markets. Listen to this informative Legacy Leaders episode with Chris Vermeulen about market trends. Here is what to expect on this week’s show: Chris breaks down the stock market into four stages with specific strategies for each. This approach provides a clear roadmap for navigating the complexities of the market and helps investors make informed decisions at each stage. Chris stresses the importance of capital preservation in maintaining one's lifestyle and financial well-being. Chris and Stan emphasize the need for adaptability in asset allocation. Being flexible and responsive to changing market conditions can help investors minimize risks and seize profitable opportunities across different asset classes. Connect with Chris Vermeulen: Website: https://thetechnicaltraders.com LinkedIn: https://www.linkedin.com/in/TradingTechnicalAnalysis/ Twitter: https://x.com/TheTechTraders Facebook: https://www.facebook.com/TheTechnicalTraders/ YouTube: https://www.youtube.com/c/TheTechnicalTraders 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
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    29 mins
  • Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages

    Patrick Phancao: Tailored Legal Solutions for Clients at Various Life Stages
    Nov 13 2024
    Attorney Patrick Phancao brings a global perspective to his practice, having lived in Europe, Asia, and Africa. After law school, he gained financial industry experience as Assistant Legal Counsel for a French bank abroad and later as Legal Counsel for a Los Angeles nutrients company, where he handled Patents, Trademarks, Corporate Governance, and Asset Protection. In California, Mr. Phancao set the state's highest bond in a White Collar Crime case and worked on a major tax case, establishing his reputation in Asset Protection and Estate Planning. Recognizing a need among his clients, he expanded into Elder Law and Medicaid/Medi-Cal Planning, partnering with Ms. Shaffer to open a boutique law firm in Irvine specializing in these areas. Listen to this informative Legacy Leaders episode with Patrick Phancao. Here is what to expect on this week’s show: ● Patrick emphasizes the importance of offering tailored solutions for clients at various stages of life. ● Patrick advocates for clients to stay informed about legal tools such as revocable living trusts, irrevocable trusts, and LLCs. Understanding these tools and their benefits can help individuals make informed decisions to protect their assets and plan for the future. ● With changes in estate tax exemptions and the economic landscape, Patrick underlines the importance of preparing for future challenges in estate planning. Connect with Patrick: Website: www.assetprotectioncenter.com Instagram: @apel.center With your Guest Host: Matrona JessicaWard 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. Website: https://familylegacyplanningfirm.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 mins
  • Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning

    Bill Nolan: Safeguarding Assets and Legacy Through Estate Planning
    Nov 6 2024
    Bill, a 1981 graduate of Cumberland School of Law, has over 40 years of legal experience, focusing on elder law, estate planning, and probate. After roles in the banking industry and planned giving, he founded The Alabama Elder Care Law Firm, LLC. His practice helps seniors with Medicaid planning, VA benefits, and estate matters. Bill has held leadership roles with the Alabama State Bar and Jefferson County Area Council on Aging and has been recognized as a "Top Lawyer in Elder Law" by *Birmingham Magazine*. He is also a published author and frequent speaker. Listen to this informative Legacy Leaders episode with Bill Nolan. Here is what to expect on this week’s show: ● Bill explains estate planning is essential for anyone looking to safeguard their assets, simplify the probate process, and ensure their desires are respected. Wills and trusts serve as crucial tools in this process, allowing individuals to outline their wishes effectively. ● Bill and Chuck emphasize the importance of holistic retirement planning, encompassing financial strategies, healthcare considerations, and personal fulfillment goals. ● Bill stresses the importance of being proactive in estate planning. He mentions the presence of 'red flag moments' in life that should prompt individuals to take necessary actions to protect their assets and plan for the future effectively. Connect with Bill: Website: https://elderlawalabama.com With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 mins

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