Legacy Leaders

Meet Shannon Pawley, the heart and soul behind The Estate & Asset Protection Law Firm. With a career spanning from representing international blue-chip companies to single parents, Shannon’s journey led her back to her estate planning roots after over a decade as a Vice President at a National Law Firm. Her mission is clear: to help clients age with dignity, grace, and independence while crafting their post-life legacy through asset preservation. The firm, dedicated to serving senior citizens as their healthcare needs evolve, focuses solely on Asset Protection and Estate Planning. Specializing in Medicaid Planning, Special Needs Planning, Wills & Trusts, and Probate, Shannon and her team are committed to ensuring clients’ legal needs are not just met but exceeded.

Listen to this informative Legacy Leaders episode with Shannon Pawley about end-of-life wishes.

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

●  Shannon emphasizes the significance of having proper legal standing in end-of-life planning. Naming the right individuals for caregiving roles is crucial, and fairness doesn’t always mean equal division of responsibilities.

●  Shannon highlights the need for open and honest discussions to ensure that everyone understands the parent’s wishes outlined in legal documents. Communication is key to avoiding conflicts and ensuring smooth caregiving.

●  Proper Medicaid planning was also stressed as essential for elderly individuals to qualify for benefits while preserving assets, with particular advantages for married couples in certain states.

Connect with Shannon:

Website: https://elderlawgeorgia.com/

With your Guest Host: J Diane Robinson

Diane is an Investment Advisor at IP Financial Advisory Services, LLC, and a Registered Representative with Innovation Partners, LLC. With a passion for shaping business destinies, she equips business owners and executives with tools to safeguard and amplify their companies. She specializes in growth strategies, talent retention, and regulatory compliance, guiding businesses towards success in today’s dynamic landscape. She’s dedicated to helping people from all walks of life achieve financial goals, whether planning for retirement, education, or a prosperous future.

Understanding each client’s unique challenges is at the heart of her approach. As an independent advisor, her recommendations remain unbiased. Partnering with Compliance 401K and Plan Confidence, she offers a tailored range of services. Her goal is clear: transform futures for both individuals and businesses alike.

Connect with J Diane Robinson:

Websites: https://www.jdianerobinson.com/

  https://www.innovationpartnersllc.com/

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Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, is a two time published author who founded Tax Goddess Business Services in 2004, a 100% digital firm with an expert team of more than 93 people around the globe that has saved their clients over $1 Billion in taxes! Shauna is a sought after speaker who advises business owners, investors, and entrepreneurs to create plans of action to increase their bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation.

Listen to this informative Legacy Leaders episode with Shauna A. Wekherlien about advanced tax strategies.

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

●  Shauna emphasizes the importance of collaboration between tax strategists, financial advisors, and CPAs to develop in-depth tax strategies that can significantly reduce tax liabilities. By working together, they can navigate the complexities of tax law and maximize tax-saving opportunities.

●  Shauna advocates for year-round tax planning to stay ahead of tax obligations and leverage strategic opportunities. By being proactive and strategic, individuals and businesses can optimize their tax outcomes.

●  Shauna introduces the Cash Goblin app, set to launch in mid-September, designed to automate financial management aligned with profit-first principles. This app aims to help users handle their money efficiently, ensuring they have enough cash for strategic investments and tax payments.

Connect with Shauna:

Website:  https://taxgoddess.com

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

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

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

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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Dallas Burnett is the Founder and Chief Energy Officer of ThinkMoveThrive. He believes that intentionally creating a positive culture is paramount to the long-term success and impact of any business. Hence why Dallas founded ThinkMoveThrive with the launch of his first book, MOVE!

Listen to this informative Legacy Leaders episode with Dallas Burnett about workplace culture.

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

●  Dallas and Katie highlight the value of systemized development in workplaces, a practice often overlooked. Dallas’s journey showcase how investing in employee growth can lead to improved team performance and organizational success.

●  Dallas stresses the importance of defining values in a meaningful way. He shared how simply listing values is not enough; understanding what each value means and infusing it into the company culture is crucial for building a positive work environment.

●  Dallas’s aspiration to “finish well and finish strong, live in the last 10%” resonates with the idea of leaving a lasting legacy. Encouraging others to achieve success and supporting their endeavors can lead to personal and professional fulfillment.

Connect with Dallas:

Website: www.ThinkMoveThrive.com

LIFT Book: https://a.co/d/3tU9QyN

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

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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Kern Singh is a Founding Partner & President of the Singh Law Firm, and has served as trusted counsel to his clients for over a decade. He is recognized as Northern California’s premier and most-sought after Estate Planning Attorney. Mr. Singh is also renowned as the preeminent attorney for Advanced Estate Planning, specializing in Qualified Small Business Stock (QSBS) Issues, Start-Ups, Estate Taxes, IPOs, and Liquid Events all within the Estate Planning wheel-house.

Listen to this informative Legacy Leaders episode with Kern Singh about estate planning updates.

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

●  Kern emphasize the necessity of seeking legal expertise when it comes to estate planning. He highlighted the pitfalls of attempting a DIY approach through online platforms like LegalZoom, stressing that the guidance of a seasoned attorney can save families significant costs in probate fees and taxes down the line.

●  Kern and Steven stress the importance of regularly updating estate planning documents to reflect life changes. Kern suggests tying these updates to significant life events rather than sticking to a fixed schedule, ensuring that the plan remains relevant and effective over time.

●  Kern discusses the significance of estate planning as a means to preserve and protect one’s legacy for future generations. He emphasizes that the true value lies in the assets left behind and the impact they have on loved ones, making estate planning a vital step in safeguarding family interests.

Connect with Kern Singh:

www.SinghLawFirm.com

With your Guest Host: Steven Step

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve’s clients think of him as their “secret weapon,” helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve’s articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. When Steve’s not working, or at family activities, you may find him traveling, playing golf or just watching a ball game. Steve is also active in the community, including his synagogue and the American Cancer Society, of which he is a past recipient of the “Outstanding Achievement in Legacies and Planned Giving” Award for his work in helping substantial donors save taxes and earn income by doing good. In order to provide his clients the level of service he believes they expect and deserve, Steve only takes on a small number of new clients each year who are committed to achieving lifetime financial security

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Bill Burke attended Michigan State University and played quarterback there for legendary coach Nick Saban. During his time there, he broke passing records, led the team to an upset win over #1 ranked Ohio State in 1998, helped MSU beat Tom Brady and Michigan, and led the team to a 10-2 record and a #7 national ranking in 1999.  He is the author of Victory Outside The Arena, and currently is an associate partner with The Podium Group. The firm helps business owners, athletes and executives build and protect their financial legacy.

Listen to this informative Legacy Leaders episode with Bill Burke about Victory Outside the Arena.

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

●  Bill stressed the importance of clearly defining your goals and aspirations. He mentioned that many people don’t take enough time to sit down and identify what they truly want.

●  Decisions play a crucial role in shaping your financial future. Bill emphasized the significance of making informed choices aligned with your long-term goals.

●  Success in financial planning, as in life, requires discipline. Bill suggested that adhering to consistent, simple disciplines that align with your goals is key to achieving financial success.

Connect with Bill Burke:

Website:  thepodiumgroup.com

Instagram : @outside.the.arena

LinkedIn: https://www.linkedin.com/in/billburke16/

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 environment which 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.

https://mooreandkerbawy.com/

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Abbe F. Large, CLTC, Senior Vice President at Lenox Advisors, is a dedicated professional whose drive is to put her clients’ best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs.

Listen to this informative Legacy Leaders episode with Abbe Large about understanding clients’ mindsets.

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

●  Abbe’s approach to financial advising centers around fixing problems and embracing the humanity of each situation rather than solely pursuing financial gains. By prioritizing helping individuals and families navigate financial challenges, she underscores the intrinsic rewards of making a meaningful difference in people’s lives.

●  Abbe encourages financial planners to draw from their personal experiences and stories to connect with clients on a deeper level. By sharing genuine narratives and emotions, advisors can establish authenticity and build stronger relationships based on empathy and understanding.

●  Abbe’s reflection on maintaining a balanced life by setting boundaries and seeking help resonates with many professionals juggling multiple responsibilities. By acknowledging the need for assistance and creating a supportive network, individuals can strive for a harmonious integration of work and personal life.

Connect with Abbe:

Website:  https://www.lenoxadvisors.com

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

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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Mark B. Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon.

Listen to this informative Legacy Leaders episode with Mark Murphy about legacy building and wealth preservation.

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

●  Mark emphasizes the importance of having cash confidence as the foundation of financial success. He highlighted that having enough cash to withstand downturns is crucial for businesses and individuals to thrive.

●  Mark’s second tip revolves around investing in your “money machine.” Whether it’s your business or personal development, allocating resources to enhance your core assets is key to sustainable growth.

●  Mark stresses the significance of maintaining a diversified portfolio comprising both income-generating assets (paychecks) and assets for spending and saving (play checks). This dual approach to asset allocation not only ensures financial freedom but also lays the groundwork for multi-generational wealth creation.

Connect with Mark:

Website: https://markbmurphy.com / https://www.northeastprivate.com

Facebook:  https://www.facebook.com/mark.murphy.58323 / 

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

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

LinkedIn:https://www.linkedin.com/in/mark-b-murphy-813b105  

LinkedIn: https://www.linkedin.com/company/northeast-private-client-group

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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Oscar Quesada is the owner at Lifedge. After seeing so many people being ripped off by marketers who charge thousands of dollars for strategies that don’t even work, he decided to do something about it. Oscar became Certified in the StoryBrand 7-Part Framework which helps companies eliminate confusion and communicate clearly with their customers so they can grow their businesses. As a StoryBrand Certified Guide, I am trained and licensed by StoryBrand to create marketing collateral for customers using the StoryBrand 7-Part Framework. By using the power of story you will engage your customers like never before and drive more revenue for your company.

Listen to this informative Legacy Leaders episode with Oscar Quesada about client collaboration.

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

● Oscar emphasized the necessity of staying abreast of marketing trends and technologies, given the rapid changes in algorithms and the incorporation of AI. Businesses need to embrace a culture of experimentation to find what works best for their unique offerings and target audience.

● Understanding client needs and providing customized solutions through clear communication is crucial for successful marketing outcomes. Building strong personal relationships with clients fosters trust and loyalty, enhancing business growth and client satisfaction.

● Having a well-thought-out marketing strategy and a strong online presence are essential for businesses to remain competitive. Oscar debunked the misconception of expecting immediate results without proper planning, emphasizing the importance of a structured framework encompassing visions, goals, plans, and scorecards for alignment and accountability in client partnerships.

Connect with Oscar:

Website: https://lifedge.online

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

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

Lifedge LinkedIn:https://www.linkedin.com/company/lifeedge/

Personal LinkedIn: https://www.linkedin.com/in/osqueza/

With your Hosts 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:

Website: https://mooreandkerbawy.com

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Dr Bruno Cignacco (PhD) is a TEDx speaker, researcher, and business consultant. For over 30 years, he has advised and trained hundreds of companies on international marketing and other business topics. He is a university professor at several institutions in UK. He is a Senior Fellow of the Higher Education Academy (HEA – UK). His new book is titled “The Art of Compassionate Business” (2nd Edition, Routledge).

Listen to this informative Legacy Leaders episode with Dr Bruno Cignacco about employee satisfaction.

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

● Bruno stresses treating all stakeholders, including employees, customers, suppliers, and the community, with empathy and respect. Building strong, mutually beneficial relationships can lead to increased support and cooperation.

● Bruno encourages acts of generosity and gratitude within the workplace to boost employee morale, drive innovation, and reduce stress levels. A culture of giving back can create a positive work environment and improve overall well-being.

● Bruno recommends incorporating the three elements of the triple bottom line – profit, people, and planet – into your company’s mission. By balancing economic goals with social and environmental considerations, employees can feel a sense of purpose and contribution beyond just financial success.

Connect with Bruno:

Website: https://brunocignacco.com/

Book “The Art of Compassionate Business” www.routledge.com/9781032445427

Linkedin: https://www.linkedin.com/in/dr-bruno-roque-cignacco-sfhea-0609317/

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

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve’s clients think of him as their “secret weapon,” helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years.

Listen to this informative Legacy Leaders episode with Steven Step about personal financing.

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

● Stephen emphasizes the importance of steering clear of risky market investments and instead focusing on safe, tax-efficient ways to grow your wealth.

● Stephen highlights that the best clients are those who understand the significance of saving a portion of their income in secure, tax-free avenues rather than treating the market as a gamble.

● Stephen’s dedication to helping clients preserve family values and support charitable causes underscores the importance of legacy planning to create a lasting impact beyond one’s financial assets.

Connect with Steven:

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

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: 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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