Legacy Leaders
de Stan Miller & Katie Beth Hand
Episode 260: Estate Planning Mistakes That Could Cost Your Family
Sobre este podcast
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.
Episódios
Os 20 episódios mais recentes de 260
- Episode 260: Estate Planning Mistakes That Could Cost Your Family · 40 min · Episódio 260Estate planning isn’t just about what happens after you’re gone—it’s about protecting the people and priorities that matter while you’re here. Amy Privette is an estate planning…
- Episode 259: Protecting Your Family, Retirement & Legacy · 18 min · Episódio 259Financial advisor Ariel Rodriguez brings nearly 30 years of financial services experience, helping individuals, families, and business owners navigate estate planning, retirement…
- Vishaw Sondhi: Retirement Planning: How to Never Run Out of Money · 31 min · Episódio 258Vishaw Sondhi is a financial advisor and accounting and tax professional with more than 30 years of experience helping individuals and business owners make informed financial…
- Sarah Barker :How to Navigate Senior Care: Expert Advice for Aging Parents and Family Caregivers · 16 min · Episódio 257Thinking about aging care before a crisis can make all the difference. Sarah Barker is the Founder and CEO of Connect Our Elders, a national senior care navigation and…
- Don D. Ford III: Estate Planning Mistakes That Destroy Families · 29 min · Episódio 256Estate planning mistakes can create years of family conflict — but most of them are preventable. Don Ford is a board-certified probate and estate attorney and managing partner…
- Jaimi Cortes: Strategic Philanthropy & Legacy Planning · 20 min · Episódio 255Discover how strategic philanthropy can turn charitable giving into lasting family impact. Jaimi Cortes, founder of Core Philanthropic Strategies, joins Legacy Leaders to discuss…
- Melissa Pavone: Divorce Financial Planning: How to Protect Your Money and Future · 34 min · Episódio 254Divorce is often the biggest financial decision of your life—and most people are unprepared for it. Melissa Pavone is a Certified Financial Planner and Certified Divorce…
- Kurt Haas: Advanced Planning: Protect Your Family & Finances · 39 min · Episódio 249Planning ahead isn’t about you, it’s about protecting the people you love. Kurt Haas, Advanced Planning Advisor at Mount Sinai Memorial Parks and Mortuaries, joins guest host…
- Nicholas Capman: Build a Passionate Workforce: 15 Leadership Pillars for Performance · 27 min · Episódio 252Nicholas Capman, CEO of the FDA Group and author of The Passionate Workforce, joins the Legacy Leaders Podcast to share his framework for building a culture where employees move…
- Drew Sherman: Civil Litigation Secrets: How a Top Attorney Wins Cases & Protects Clients · 45 min · Episódio 251What It’s Really Like to Be a Trial Lawyer (And How to Win Cases) Drew Sherman is an award-winning civil litigation attorney with Mashian Law Group in Los Angeles, known for…
- Shannon Ryan: The Emotional Side of Money · 35 min · Episódio 250What if your biggest money problem isn’t your income—but your emotions? In this episode of Legacy Leaders, Stan and Katie Beth sit down with Shannon Ryan, Certified Financial…
- Jon Grishpul : ADU Costs, Contractor Bids & Renovation Mistakes to Avoid · 41 min · Episódio 249Thinking about building an ADU but overwhelmed by costs, contractors, and the fear of a renovation nightmare? This episode will change how you approach the entire process. In…
- Brad Griffith: Empowering Small Businesses and Nonprofits with Tech · 27 min · Episódio 248What if technology could be the missing link between your mission and your full potential? In this inspiring episode, discover how digital innovation can fuel the impact of small…
- Jessa M. Gary: Estate Planning & Elder Law Insights · 20 min · Episódio 247Are you prepared for the unexpected when it comes to your estate? Most people aren’t—and the cost of waiting can be overwhelming. This episode of Legacy Leaders explores why…
- Drew McCartt: Fishing, Family, and Legacy at Briarwood Sporting Club · 35 min · Episódio 246What if your love for the outdoors could lead to a dream career — and help others reconnect with nature and family along the way? Discover how fishing, healing, and legacy come…
- Matt Granados: Fix People Problems, Prevent Burnout, and Lead with Lasting Impact · 30 min · Episódio 245Are people really the problem or is it your structure? Discover how to finally fix your people problems, prevent burnout, and lead with intention and impact. In this episode of…
- Dr. Matt Paden : Servant Leadership in a Changing World · 40 min · Episódio 243Discover why purpose-driven leadership transforms teams—and why so many leaders today are struggling to find it. In this episode of Legacy Leaders, Stan and Katie Beth sit down…
- Vance Bennett: More Than Money: Creating a Financial Legacy with Purpose · 21 min · Episódio 243💰 Are You Living in Financial Overflow or Just Getting By? Discover the Mindset Shifts That Can Transform Your Financial Future In this episode of Legacy Leaders, Katie Beth Hand…
- Dean Kantaras: From Pizza to the Courtroom: A Journey in Family Law · 24 min · Episódio 242What does it take to build a thriving legal practice rooted in integrity, preparation, and passion for advocacy? This episode dives into the powerful story of one attorney’s…
- Christy Farnbauch: Building a Legacy Through Theater · 39 min · Episódio 241🎭 What happens when a historic theater reinvents itself to build empathy and serve its community in bold new ways? This episode dives into the transformative power of the arts…







