Legacy Leaders

Richard Kerbawy has served the Mid-Michigan community for more than four decades. He was an Assistant Ingham County Prosecuting Attorney for four years before being appointed Chief Attorney Referee for the Ingham County Circuit Court Family Division, where he heard abuse and neglect, delinquency and custody cases for 23 years. He has decades of serving as faculty for the Michigan Supreme Courts Judicial Institute, Lansing Community College’s Police Academy, the State Court Administrators Office and Children’s Charter for the Courts of Michigan. Richard has also served on the Board of Director’s of the Boys and Girls Club of Lansing for over 38 years as well as many other community boards. Richard will serve your legal needs.

Listen to this informative Legacy Leaders episode with Richard Kerbawy about estate planning for the generations.

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

● Richard highlights that having a lot or having a little should not dictate the quality of planning put into protecting assets and family members. Estate planning is crucial for everyone, as it allows for assets to be distributed according to one’s wishes and helps pass down values and wisdom to future generations.

● Drawing from his courtroom experiences, Richard preaches a gospel of choice, encouraging individuals to make responsible decisions for themselves and their families. He emphasized that people have the ability to take charge of their lives, make powerful decisions, and avoid legal complications, which aligns with the essence of estate planning.

● Richard and Katie Beth agree that having an estate plan is essential, as without one, the government may decide where assets go. Katie Beth addresses the importance of early and thorough planning to protect heirs, pass down values, and positively impact families for generations to come.

Connect with Richard:

Website: www.mooreandkerbawy.com

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, “Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations,” became an International bestseller in April.

Connect with Stan Miller:

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

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website: https://pinnaclelegacylaw.com/

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

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Justin Janowski has helped hundreds of coaches build their dream businesses from the ground up. Driven by his faith, he founded Faith2Influence to help people learn what it takes to turn coaching into a profitable business venture. Justin has guided Christian and non-Christian coaches alike through the rewarding process of optimizing business models, pricing, and sales strategies so that they can scale their income alongside their impact. He has a passion for sharing this process with emerging Entrepreneurs to help them simplify and grow their businesses the right way.

Listen to this informative Legacy Leaders episode with Justin Janowski about ethical selling practices.

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

● Justin emphasizes the importance of emotional preparation as the first step in his process. He suggests having a ritual to get into a peak emotional state before a sales call, believing that emotions are contagious and can impact the outcome of the conversation.

● A significant highlight of Justin’s approach is pre-framing the conversation. By setting clear expectations and gaining consent to sell, Justin creates a transparent and professional atmosphere that puts both parties at ease.

● Justin’s philosophy on sales is encapsulated in his quote, “I’m a champion for high integrity sales.” He envisions transforming the culture of sales from a negative connotation to one of integrity and enjoyment.

Connect with Justin:

●  Website:  www.faith2influence.com

●  Facebook – www.facebook.com/groups/f2ichallenge

●  LinkedIn – https://www.linkedin.com/in/justinjanowski

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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Darin is an eminent industry leader and entrepreneur with over 25 years of real estate experience and more than $1B in debt and equity as a Sponsor or LP. Having experienced several market corrections, Darin led predecessor companies to pivot and deliver exceptional returns in residential, retail, NNN, and multifamily assets. He is an active managing partner at Presario Ventures and recently founded Club Capital to further address investor requirements for capital growth and cash flow.

Listen to this informative Legacy Leaders episode with Darin Davis about entrepreneurial success.

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

● Darin encourages young entrepreneurs to take the leap into entrepreneurship even if they feel uncertain. His own journey began with a pivotal moment of realizing the need for a change and embarking on a path of self-discovery.

● Through his experience of having to step away due to personal circumstances, Darin stresses the importance of having the right people and procedures in place to ensure business continuity even in unforeseen situations.

● Investing outside traditional markets, such as in multifamily housing, can offer opportunities for growth and diversification. Darin advocates for financial education and initiatives that empower individuals through affordable housing solutions.

Connect with Darin:

Linkedin:  https://www.linkedin.com/in/davisdarin/

Facebook:  https://www.facebook.com/profile.php?id=61555027193762

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

YouTube:  https://www.youtube.com/@ClubCapitalCo

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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Ben Hockema, the WSJ and NYT-featured founder of Illuminate

Wealth Management, is passionate about sharing his expertise with anyone serious about making better financial decisions. He works with couples and families on their full financial picture; everything from cash flow and paying for education to saving and investing for big goals such as retirement, to individual and small business tax planning so that their clients can gain clarity and develop a path that is unique to their own goals, hopes and dreams.

Listen to this informative Legacy Leaders episode with Ben Hockema about financial planning for diverse clients.

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

● Ben stresses the importance of getting to know clients on a deeper level, fostering trust and vulnerability in the financial planning process.

● For younger clients, the emphasis is on cultivating healthy financial habits such as saving and managing expenses rather than solely focusing on investments.

● Ben explains, Illuminate Wealth Management offers a diverse range of investment options tailored to individual needs, ensuring that portfolios align with clients’ risk tolerance and financial objectives.

Connect with Ben:

Website: https://www.illuminatewm.com/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, “Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations,” became an International bestseller in April.

Connect with Stan Miller:

Websites:

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

LinkedIn:

https://www.linkedin.com/in/stan-miller-b0783741/

Katie Beth Hand

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth Hand:

Website:

https://pinnaclelegacylaw.com/

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

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Roland Ortiz is an investment advisor and wealth manager. He believes each person is unique in what they want out of life and that no one person’s plans or dreams can fit the mold of others.

His focus is only you and what you want to achieve. His success is directly measured by your success.

Roland prides himself on providing objective advice extended with individual attention for each client.

Currently an investment advisor representative for Athena Wealth Management, Roland has 17 years of practice in the financial and legal industry. Roland holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative.

Listen to this informative Legacy Leaders episode with Roland Ortiz about strategic investment planning.

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

● Roland discusses wealth management: rather than solely concentrating on high returns, prioritize comprehensive financial planning that encompasses estate, tax, financial, and business aspects to ensure long-term success.

● Roland understands the importance of creating a game plan. Develop a clear roadmap for your financial goals, understanding how contributions and investments will lead to desired outcomes such as retirement security, property ownership, or funding education.

● Roland suggests seeking a financial advisor who offers a range of services beyond just investment management, tapping into their knowledge of estate planning, tax strategies, and business planning for a more robust financial approach.

Connect with Roland:

Website: https://www.myathenawealth.com/

LinkedIn: https://www.linkedin.com/in/roland-ortiz-80662227/

With your Guest Host: Matrona Jessica Ward

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.

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Rich Bruno, an executive coach with a distinguished work history. Rich had a 30-year career as a supply chain leader and is a recent retiree from Johnson & Johnson. Rich’s journey has been inspiring, marked by a relentless commitment to talent management, entrepreneurial success, and community leadership. In his three-decade corporate tenure, Rich spearheaded numerous teams and divisions, consistently prioritizing talent management and development. His dedication to fostering growth and success continued when he embraced his entrepreneurial spirit. For the past ten years, Rich has thrived as a successful Franchisee, leading two of the largest Max Challenge locations. As well as being a John Maxwell Certified coach.

Listen to this informative Legacy Leaders episode with Rich Bruno about work-life harmony.

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

● Rich emphasizes the significance of making conscious choices to prioritize self-care, relationships, hobbies, and family alongside professional goals. He believes that achieving success in one’s career should not come at the expense of personal well-being.

● According to Rich, having written goals is essential for providing direction and clarity in both personal and professional endeavors. Without clear goals, it becomes challenging to map out a path towards success.

● Rich’s concept of the well-balanced leader revolves around the idea that individuals can excel in their professional roles while also nurturing meaningful relationships and personal interests. Striking a balance between work and personal life is crucial for long-term fulfillment.

Connect with Rich:

FACEBOOK (BUSINESS): https://www.facebook.com/richbrunoconsulting

LINKEDIN: https://www.linkedin.com/in/rbruno420/

INSTAGRAM: https://www.instagram.com/richbrunoconsulting/

YOUTUBE: https://www.youtube.com/@richbrunoconsulting8478

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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Philip Smith is a serial entrepreneur, investor, and author who partnered with Kevin Harrington, one of the original sharks on Shark Tank. He also made the Inc. 5000 list of fastest growing private companies 5 times and he did it as a 1 employee company, working from home. He started his first business in 1998 and has been part of 5 acquisitions so far.

Phil is an expert in B2B lead generation and is one of the most sought-after consultants, working with over 10,000 clients and counting.

His most recent business, All In One Marketing.com, was created to help companies scale their digital marketing without making costly mistakes. He provides 3 main services, Chief Marketing Officer / Consulting services, an all-in-one marketing software platform and PR services where he can get a company interviewed on major TV networks and published on over 600 websites.

Listen to this informative Legacy Leaders episode with Philip Smith about lead generation strategies.

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

● Philip emphasizes the importance of monetizing leads multiple times to maximize revenue. He suggests utilizing various strategies like selling leads to other businesses or employing email marketing and SMS campaigns to extract value from leads beyond the initial contact.

● Philip advocates for a Lead Cost-Based Pricing approach, aligning service prices with acquisition costs. This strategy allows businesses to accurately assess the value of each lead, enabling them to optimize their marketing efforts for better ROI.

● Highlighting the benefits of AI in lead generation, Philip recommends incorporating automation and personalized interactions to enhance conversion rates. By utilizing AI tools, businesses can streamline communication processes and provide tailored experiences to potential customers.

Connect with Philip:

Website: https://philipfsmith.com/

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

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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Michael Vater, Esquire, Managing Partner of The Ticktin Law Group headquartered in South Florida has successfully strategized, argued and won complex litigation cases across the US and abroad; including over 20 Florida counties, California, Texas, Pennsylvania, Ohio, South Carolina and Iceland (a victory that created case precedence re: consumer rights in aviation disputes in the European Union) . Vater has been part of The Ticktin Law Group since April 2010. Since joining the firm, Vater has been involved with many entertainment law cases, personal injury cases, and real estate litigation cases.

Listen to this informative Legacy Leaders episode with Michael Vater about probate litigation.

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

● Michael stresses the significance of being proactive in estate planning. By completing estate documents ahead of time and avoiding ambiguities in legal documents, individuals can save themselves from potential probate or probate litigation issues down the line.

● Attempting to handle legal matters independently without professional guidance can lead to complications due to the fluid nature of laws and the differences in legal regulations across states. Michael advises that engaging an attorney who specializes in estate planning can provide invaluable expertise.

● Michael explains, a lack of attention to detail can have serious consequences in legal matters. From missing important deadlines to creating unnecessary hurdles, meticulousness in responding to legal proceedings is crucial to avoid complications.

Connect with Michael:

Website: https://legalbrains.com

Linkedin: https://www.linkedin.com/company/the-ticktin-law-group-p.a./

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

X: https://twitter.com/LegalBrains

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

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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Addison Adams is the founder of Adams Corporate Law and stands out as the go- to voice on Mergers and Acquisitions for California-based businesses. With nearly three decades dedicated to closing deals, Addison’s expertise isn’t confined to just M&A transactions. He guides business owners, helping companies of all sizes and across all industries in the Golden State achieve growth. Whether it’s mastering investor offerings, crafting watertight contracts, or navigating intricate corporate structures, Addison’s touch is evident in everything he oversees. Whether you’re a startup enthusiast or a seasoned business professional, Addison’s tales from the trenches of deal-making and California’s dynamic business environment promise to both educate and captivate.

Listen to this informative Legacy Leaders episode with Addison Adams about mergers and acquisitions in tech.

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

● Whether you are selling or buying a business, the process can be daunting due to the unknown factors involved. Addison stresses the importance of seeking guidance from experienced professionals who can provide insights and guidance through the complexities of the deal.

● Transparency and authenticity are key elements in building trust between parties involved in a business transaction. Being open and honest about the business’s financials, operations, and agreements can help facilitate a smoother deal process.

● Addison explains, preparation is key in mergers and acquisitions. Ensuring that all documentation, contracts, and financial statements are in order before entering into a deal can prevent potential pitfalls and facilitate a seamless transaction.

Connect with Addison:

Website: https://www.adamscorporatelaw.com

Blog: https://www.adamscorporatelaw.com/blog/

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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By placing wealth management planning at the forefront of his approach, Chris DeWolfe empowers his clients to navigate the complexities of the financial landscape with confidence and clarity.

DeWolfe holds a BA in Finance from the Seidman College of Business at Grand Valley State University and an Associate of Arts from Northwestern Michigan College. Chris also holds a comprehensive set of professional registrations, including Series 7, 24, and 66.

Listen to this informative Legacy Leaders episode with Chris DeWolfe about early financial planning.

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

● Chris stressed the importance of inclusivity and diversification in serving clients of all backgrounds without imposing minimum investment requirements. This approach ensures that investment advice is accessible to a wide range of individuals seeking financial guidance.

● Emphasizing the need for a balanced investment strategy, Chris cautioned against overconcentration in single securities. Diversifying investments helps mitigate risks associated with heavy investments in popular companies and ensures a more stable portfolio.

● Both James and Chris underscored the significance of early financial planning and the benefits of compounding money for long-term financial stability. Encouraging clients to start planning early can lead to better financial outcomes in the future.

Connect with Chris DeWolfe:

LinkedIn: https://www.linkedin.com/in/christopher-dewolfe-0b075515/

Website: https://www.theicg.com

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.

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