Legacy Leaders

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/

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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/

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Nirit Cohen is an HR Strategist, a future of work expert, and bridge builder between emerging trends and practical solutions. Nirit worked for Intel for almost 30 years in finance, human resources, mergers and acquisitions, in Israel, Europe, the United States and in global responsibility. Today she is a known influencer and speaker on the future of work and the changes to careers, management, organizational processes as well as education and civil service. Her weekly column on the Future of Work appears since 2015 in Globes and The-Marker national newspapers. Her popular weekly podcast, sponsored by Startup-Nation-Central, covers insights on the Israeli Hi-Tech eco-system.

Listen to this informative Legacy Leaders episode with Nirit Cohen about purpose-driven careers.

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

• Nirit emphasizes the importance of redefining traditional career paths and embracing a more fluid approach to work.
• Nirit highlightes the rapid pace at which knowledge is evolving and becoming outdated. She explains to stay relevant in the dynamic work environment, continuous learning, unlearning, and relearning are essential.
• Nirit touches upon the growing desire for purpose-driven careers, where individuals seek fulfillment and impact in their professional lives. Success is no longer solely defined by long hours and rigid office structures but by the meaningful contributions one makes to the world.

Connect with Nirit:

Website: https://niritcohen.com/en/home-en/

Linkedin: www.linkedin.com/in/niritcohen

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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Bennett Braverman is a dedicated trusts and estates planning attorney with the Braverman Law Group, LLC, based in Boulder, Colorado. With a deep commitment to helping clients secure their legacies, Bennett brings expertise and compassion to his practice. Outside of work, he enjoys an active lifestyle, indulging in running, biking, hiking, and meditation. A lover of good books, movies, and quality time with loved ones, Bennett values his close relationships with family and friends. He shares his home with his wife, Diedre, their Corgi, Toby, and their Persian cat, Cody.

Listen to this informative Legacy Leaders episode with Bennett Braverman

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

●  Bennett highlights the importance of maintaining ongoing relationships with clients to ensure their estate plans stay current and relevant.

●  Bennett advocates for the use of trusts over wills for privacy and incapacity planning, especially when dealing with assets like real estate in multiple states. Trusts provide more control and flexibility compared to wills, offering a comprehensive approach to estate planning that can better protect your assets and wishes.

●  Bennett stresses that everyone over the age of 18 should have foundational estate planning documents in place. By creating these essential plans early on and updating them as needed, individuals can ensure their assets are protected, their wishes are honored, and their loved ones are provided for in the future.

Connect with Bennett:

Website: https://www.braverman-law.com

With your Guest Host: Carol Eddy

Carol Eddy is a distinguished Certified Financial Planner™ and fiduciary, serving Colorado, Montana, Oklahoma, Indiana, & California with dedication since 1997. Carol’s professional journey evolved from her background as a family therapist, driven by her profound observations of women grappling with financial challenges during trying times. This transformative experience ignited her mission to empower women to achieve financial victory. 

At the heart of Carol’s approach is her groundbreaking “She Wins Process,” a strategic framework that empowers women to take tangible steps toward financial triumph. It’s about breaking free from financial constraints and embracing a brighter future now. 

Connect with Carol:

https://www.linkedin.com/in/⭐-carol-eddy-cfp®⭐-35678512/

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Peter W. Kingma, author of CASH IS KING, leads the working capital practice in the Americas for Ernst & Young LLP. With over thirty years of experience, he advises global companies on all aspects of cash management across such sectors as manufacturing, consumer products, retail, aerospace, and defense. He has written for publications including CFO Magazine and CNBC online. Kingma, who earned a BS in economics from Purdue University, lives in Chicago and Columbia, Missouri.  

Listen to this informative Legacy Leaders episode with Peter Kingma about cash management.

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

●  Peter discusses the distinction between utilizing debt and generating internal cash flow to fund business operations.

●  Peter emphasizes the need to minimize the time it takes to convert investments into cash and explains the concept of the cash conversion cycle.

●  Peter stresses the importance of locking down commercial agreements early on, including payment terms, service level commitments, and procurement decisions.

Connect with Peter:

Website: https://peterkingma.com/

LinkedIn:  https://www.linkedin.com/in/peter-kingma

Twitter:  https://twitter.com/peterwkingma

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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His friends call him Jay and you can too. Jay Barrett works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does things differently. Your relationship with you lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients. He is a member of the Florida and District of Columbia Bars and a graduate of the University of Miami School of Law. He can work with clients no matter where they call home in Florida or DC. He is a veteran of the US Navy, a father of two, avid sailor, cyclist, and woodworker. He has been building relationships with his clients since 2010 and is eager to build a relationship with you.

Listen to this informative Legacy Leaders episode with Jay Barrett.

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

●  Jay emphasizes the significance of establishing relationships with clients that extend beyond mere transactions.

●  Jay warns against the risks of using online estate planning services without expert guidance. He stresses that inaccuracies in legal documents could lead to complications and legal disputes down the line.

●  Jay’s personal philosophy centers around leaving a legacy of integrity and care. By prioritizing ethical practices and a client-centric approach, he aims to be remembered as someone who genuinely helped others.

Connect with Jay:

Website: www.jamespbarrettlaw.com

Facebook: www.facebook.com/277095712153456

Linkedin: www.linkedin.com/in/james-barrett-05299637

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

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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Howard Van Den Heuvel founded his firm in 1992 and he has been successfully advising individuals and businesses for more than 32 years.  Mr. Van Den Heuvel offers a comprehensive approach to meet your personal and business legal requirements. Individual business owners and consumers can depend on him to provide effective guidance with family law disputes, criminal defense cases, and civil disputes. He also works with clients in estate planning matters such as probate, wills, and trusts. Howard uses his network of expert accountants, investigators, and evaluators to work on your case and his experience in high asset divorces, complicated business divorces, and complicated white-collar crimes assures he can help you win your case. Whether you need a persuasive negotiator for a real estate contract or an aggressive litigator for a breach of a nondisclosure agreement, Howard is a proficient advocate for your interests.

Listen to this informative Legacy Leaders episode with Howard Van Den Heuvel.

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

●  Howard’s success in family law can be attributed to his dedication to clear and open communication with his clients. By prioritizing effective communication, legal professionals can build trust and ensure that their clients’ needs are met.

●  Howard’s approach to family law underscores the importance of forgiveness in resolving disputes and bringing about positive change in clients’ lives. By embracing forgiveness, legal professionals can create a more harmonious environment for their clients and facilitate smoother legal proceedings.

●  Howard advocates for taking the time to evaluate different alternatives before making decisions. By pausing to consider various courses of action, legal professionals can make informed choices that benefit their clients in the long run.

Connect with Howard:

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

LinkedIn:  https://www.linkedin.com/in/howard-van-den-heuvel-57ab734b/

Twitter:  https://x.com/clickforhoward

With your Guest Host:  James Moore

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 environmentwhich 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 clientsplan 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.

Connect with James:

https://mooreandkerbawy.com/

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Michele Locke is an Associate Municipal Court Judge and family law attorney, known for her dedication to family law litigation. Before joining the bench, she built a successful practice, representing clients in contested legal disputes. As a judge, Michele presided over a specialized Domestic Violence Court, handling Protective Orders, divorce, custody, child support, and Child Protective Services cases. Her personal experiences as a child of divorce, stepmother, and mother give her unique insight into family dynamics. In private practice, she specializes in Divorce, Custody, Child Support, and Family Violence, advocating for her clients with passion and commitment.

Listen to this informative Legacy Leaders episode with Michele Locke about empowering families through the legal process.

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

●  Michele stresses the importance of educating individuals on the courtroom processes to make it less intimidating and more approachable.

●  Michele highlights the significance of prioritizing children’s well-being, even amidst contentious custody battles. She emphasizes the need for effective co-parenting post-divorce, ensuring that the focus remains on the best interests of the children.

●  Michele aspires to leave a legacy as a fierce yet fair advocate, driven by ethical standards and the desire to make the right choices in challenging legal cases.

Connect with Michele:

Website:  https://www.coldwellbowes.com/people/michele-l-locke

LinkedIn:  https://www.linkedin.com/in/michele-locke/

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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Dr. Robert Scranton is a former financial executive who teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches. With his experience in accounting and finance, as well as his experience as the former chief financial architect of a cutting-edge financial firm, Dr. Robert has been able to help people all over the United States take advantage of the Infinite Banking Concept. He hopes to teach people how to recapture, reuse and recycle their own money over and over again so it stays inside of their family, instead of making other people rich.

Listen to this informative Legacy Leaders episode with Robert Scranton about Infinite Banking Strategy.

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

●  Dr. Scranton emphasizes the use of overfunded whole life insurance policies from mutual companies as a cornerstone of the Infinite Banking System. These policies offer unique benefits such as participation in dividends, tax-free growth, and protection from creditor claims, making them a valuable tool for long-term financial planning.

●  Dr. Robert explains one of the standout features of the Infinite Banking System is the ability to borrow against the policy’s cash value without affecting credit scores. By borrowing from the general fund of the insurance company with the cash value as collateral, individuals can access funds while continuing to earn, grow, and compound on the entire cash value inside the policy.

●  Dr. Robert discusses the importance of continuously optimizing financial strategies through tools like the Money Multiplier Map. This approach ensures that clients maximize the benefits of their banking system for generational wealth and financial security by strategically managing their debts, expenses, and investments.

Connect with Dr. Robert Scranton

Website:  Yourfinancialiq.org

TikTok:  www.tiktok.com/@robertscranton4

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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Ramiro is an engineer, entrepreneur, co-founder and expert in eCommerce. After university in the UK, he returned to Mexico in 2017 – and dove straight into applying his problem-solving skills to the eCommerce world. He joined AMZ Advisers and achieved massive growth for 50+ 7-figure brands on the Amazon platform. He now helps brands break into the Latin American eCommerce markets, and tackle all the challenges that foreign brands face.

Listen to this informative Legacy Leaders episode with Ramiro Velasco about cross-border trade.

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

●  Ramiro highlights the importance of finding the right partners to streamline the e-commerce process into Mexico. By collaborating with a partner well-versed in cross-border logistics, brands can minimize costs and navigate the intricacies of the market more effectively.

●  Ramiro shares valuable insights on leadership, emphasizing trust and autonomy for team members. By avoiding micromanagement and empowering employees to take responsibility, morale and productivity can be enhanced within the organization.

●  Ramiro stresses the significance of branding in e-commerce, especially in different cultural contexts. Tailoring brand presentation to align with consumer intent is crucial for success in the Mexican market, where trust and understanding play key roles in driving conversions.

Connect with Ramiro:

Instagram:  instagram.com/go.avance

Twitter:  twitter.com/gogoavance

LinkedIn:  https://www.linkedin.com/company/goavance/

Facebook:  facebook.com/goavance

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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