Your legacy is more than money, property, and what you can leave for your kids. You want to leave a positive mark on the world. You want to inspire future generations. If this sounds like you but you don’t know the best way to do that, the Your Life. Your Legacy. podcast is for you. Stan Miller is the managing partner at Pinnacle Legacy Law, has established over 5,000 living trusts, and helps protect more than $4.5 billion in assets. His book “Your American Legacy: Powerful Strategies that Instill Lasting Values for Generations” was written from his experiences working with thousands of clients. Each week Stan and Legacy Director Katie Beth Hand will interview thought leaders and influencers from the world of estate planning. Attorneys, financial advisors, travel experts, health professionals, and others with advice on the best ways to create your legacy. Financial advisers can help grow your nest egg. The Your Life. Your Legacy podcast goes far beyond that. Stan and Katie Beth want to show you how to create a life that matters and inspires generations. It’s your legacy. Make it mean something.
Your Life Your Legacy
Kate Hufnagel: Proactive Steps in Estate Organization and End-of-Life Planning
Kate Hufnagel is the Founder and CEO of The Digital WranglerTM. As an estate and legacy organizer, speaker, educator and coach, she helps inspires individuals to do the important work that nobody likes to talk about.
After a mind-blowing 25-year career in big tech, Kate founded her business to put a...
Dustin Nichols: Maximizing Exemptions for Asset Protection
Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners ...
Read moreJocelyn Margolin Borowsky: Estate Planning with Trusts 101
Jocelyn Margolin Borowsky is a recognized expert in estate planning, trust administration, and fiduciary litigation in Delaware, New Jersey, and Pennsylvania. Her academic journey began at the University of Pennsylvania Law School and culminated in obtaining a tax master’s from New York Univer...
Read moreBarbara Norman: Take Control of Your Financial Future
Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, leg...
Read moreBlake Brewer: The Legacy Letter Challenge
About Blake Brewer:
Blake Brewer is the founder of The Legacy Letter Challenge. A loving and religious family man, Blake’s mission is to help 1 million dads and moms write at least one well-written, meaningful, and lasting legacy letter for their children to hopefully leave behind a loving legacy....
Electra Demos: Operation Bear Hug: Providing Comfort to Traumatized Children
Electra Demos has been an active member of Assistance League of Temecula Valley for 25 years. She has held many Board positions including President. She feels the time spent volunteering has given her a sense of purpose and accomplishment and a feeling of making a difference in someone’s life.
Li...
Read moreGenevieve Piturro: Unleashing Your Potential: Discovering Your True Purpose
Genevieve Piturro’s journey has taken her from a little girl’s question in a homeless shelter to The Oprah Winfrey Show to boardrooms and stages across America. She is an inspirational speaker, 7x award-winning Amazon bestselling author, and purpose consultant empowering individuals, gro...
Read moreSheri Kohlmann: Incorporating Values and Stories in Estate Planning
Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?
About Sheri Kohlmann:
Sheri Kohlmann he...
Gary and Lauren Harris: The Tradition of Family Giving
Gary and Lauren Harris come from a renowned family known for their strong commitment to family values, philanthropy, and generosity. Gary attributes his perspective to his upbringing in a large family where the importance of taking care of others and giving back was emphasized. He sees giving back a...
Read moreSohaib Hasan: The Legacy of Accessible Education in Pakistan
Sohaib, a passionate advocate for accessible education in Pakistan, continues the legacy of his father who founded the Brilliant Career Secondary School nearly half a century ago. Sohaib firmly believes in the school’s commitment to accessible education, a vision inspired by the Swedish educat...
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