Legacy Leaders

Ron Zmuda is a rising star in the fields of estate planning, tax law, business law, and elder law. He believes that everyone needs estate planning, regardless of wealth, and works closely with clients to understand their unique needs and family dynamics. Ron is also a valuable resource for business owners, guiding them through the entire process from formation to succession planning. He holds a J.D., MBA in taxation, and B.S./B.A. in accounting, and is a licensed CPA in both Florida and Ohio. Ron is a member of several professional organizations and is Of Counsel to Kaiser Law Group.Listen to this informative Legacy Leaders episode with Ron Zmuda about the importance of estate planning for all asset holders and his expertise on legacy planning, avoiding probate, and guiding clients through ongoing responsibilities. In addition, he shares his insights on building meaningful relationships and providing lifelong guidance beyond legal matters.Here is what to expect on this week’s show:●    Ron's accounting background and exposure to attorneys inspired him to specialize in estate planning, which he sees as relationship planning to prevent family conflict and provide convenience, drawing on his experience with high-net-worth clients and now serving a wider range of clients through his own practice.●    An estate planning lawyer's ideal client values the importance of asset planning and seeks to avoid probate, irrespective of their wealth status.●    Estate planning is important for everyone with assets, and legacy planning is important for business owners and those who want to pass on their values and virtues while avoiding probate is key.●    The main challenge when working with clients on estate planning is ensuring that they understand the ongoing responsibilities beyond just signing documents, such as naming beneficiaries and funding trusts, and Ron helps guide them through the process.●    Ron considers building meaningful relationships with clients to be the most fulfilling aspect of his work, as it allows him to understand their values and objectives deeply, fostering lifelong connections to provide guidance beyond just legal matters. Connect with Ron:Website: https://www.zlawfirm.org/LinkedIn: https://www.linkedin.com/in/ronald-zmuda-96718272/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Mary Vandenack is a highly accomplished and respected attorney with extensive expertise in tax, trusts and estates, business succession, high net worth estate planning, asset protection planning, executive compensation, tax dispute resolution, and philanthropy. As the CEO, Founding, and Managing Member of Vandenack Weaver LLC in Omaha, Nebraska, Mary provides exceptional legal services to businesses, business owners, executives, real estate developers and investors, healthcare providers, professionals, and tax-exempt organizations. She is a renowned public speaker, writer, and innovator in her field, sharing her knowledge and insight with audiences across the US through podcasts, webinars, and publications. Mary is actively involved in several American Bar Association committees, including the Real Property Trust and Estate Section and the Law Practice Division, where she serves on the Executive Council and as Vice Chair of Law Practice Magazine. With numerous accolades and recognitions, Mary is widely regarded as one of the leading lawyers in her field.Listen to this informative Your Life. Your Legacy. episode with Mary Vandenack about her approach to legacy planning as objective-based planning. In addition, she also discusses transitioning a business to family, the emotional value of farming land, integrating insurance, selling a business with no family members, and the importance of wellness in her work. Here is what to expect on this week’s show:●    Legacy planning is more than just drafting wills and trusts - it's about understanding a client's objectives and collaborating with their advisors to achieve long-term goals, including business transitions and passing on a legacy to family members.●    Partnering with financial advisors, life insurance can help tackle common challenges in family businesses, particularly in agriculture, where wealth is typically concentrated in property and livestock, and where it can be challenging to distribute inheritance fairly among non-business-involved family members.●    Preserving a family legacy over multiple generations is possible with creative planning strategies, such as incentive farm leases and LLC structures, but balancing the interests of all family members and avoiding internal resentments is crucial for success.●    When no family members are available to take over a business, the conversation shifts to business succession. Essential considerations include identifying potential buyers, understanding what life looks like after the sale, and beginning succession planning from the day you start the business.●    As a wellness visionary and advocate, Mary prioritizes well-being in her personal and professional life, recognizing the importance of mental and physical health for both herself and her clients. Connect with Mary:Website: https://maryvandenack.com/Vandenack Weaver, LLC: https://vwtlawyers.com/Twitter: https://twitter.com/mvandenackLinkedIn: https://www.linkedin.com/in/mary-vandenack-508020a/Podcast: https://maryvandenack.com/podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Lynn Banis is passionate about empowering others through her expertise in human behavior and development. Several years ago, she made the challenging decision to close her long-term coaching practice to care for her mother until her passing. In the span of just three years, Dr. Banis experienced profound personal loss, losing her mother, younger brother, and husband. Emerging from this dark period of grief, she realized that her PhD in human behavior, decades of experience in human development, and extensive work in coaching and grief recovery uniquely positioned her to help others navigate similar challenges. Motivated by this insight, she founded Widows Rising Together, a program designed to empower widows to overcome loneliness, rediscover purpose, and build fulfilling lives that inspire and leave a lasting legacy.  Listen to this informative Legacy Leaders episode with Dr. Lynn Banis about grief. Here is what to expect on this week’s show:●  Dr. Lynn emphasizes the importance of being there for grieving individuals, not just with words but also with actions.●  Dr. Lynn explains it is essential to recognize and respect the different stages of grief that individuals may go through. By acknowledging where the grieving person is in their healing process and offering them the space and time they need, we can provide more effective support.●  Dr. Lynn explains helping the grieving person build a new support system can combat feelings of isolation and loneliness, which are often overwhelming during the grieving process. Connect with Dr. Lynn:Website: https://tinyurl.com/anbh9h5r With your Guest Host: J Diane RobinsonDiane 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 all her know-how and life experiences to work to make things easier for those left behind when the inevitable, or unexpected, happens. Kate loves educating people on how our modern-day world is a complexity multiplier when it comes to this traditionally taboo topic. She is also a bonus mom of two adult children, is passionate about financial literacy and is on a lifelong quest to find the best donut in the world. Listen to this informative Legacy Leaders episode with Kate Hufnagel about estate planning.Here is what to expect on this week’s show:● Kate emphasizes the need for proactive steps in estate organization and encourages open discussions about end-of-life planning.● Kate discusses the importance of estate planning and how it is crucial for protecting your financial legacy and ensuring your loved ones are taken care of ● Kate explains that managing digital subscriptions and accounts is crucial in our tech-driven world; and the importance of organizing your information and ensuring loved ones can access it when needed.  Connect with Kate Hufnagel:Website:  https://www.thedigitalwrangler.comFacebook:  https://www.facebook.com/thedigitalwranglerLinkedIn:  https://www.linkedin.com/in/kate-hufnagel/YouTube:  https://www.youtube.com/@thedigitalwranglerInstagram:  https://www.instagram.com/thedigitalwrangler/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. Carol's ultimate objective extends beyond financial success; she aspires to guide women in crafting secure retirements and establishing enduring legacies for their families. Her advocacy, dynamic educational initiatives, and philanthropic contributions underscore her unwavering commitment to ensuring women not only succeed but thrive in their financial pursuits. Carol's devotion to women's financial well-being reflects her steadfast dedication to creating space for treasured moments with loved ones. Beyond her professional pursuits, she has served as a former board member of Two Roads Charter School and the Arvada Food Bank (Community Table). Her global impact extends to sponsoring students in Kenya and Haiti, exemplifying her commitment to empowerment on a broader scale. Carol is a beacon of guidance for women seeking financial excellence, enabling them to embrace the present with confidence and secure a brighter tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Adam Hurd brings over two decades of experience in financial services, having owned a financial planning firm and worked in banking for a decade. With a focus on helping business owners understand how to run their businesses and become effective leaders, Adam's unique background in financial planning and business advice adds valuable insights to the discussion on overcoming limiting beliefs and making empowered decisions as a business owner. Tom Marino has an extensive 22-year career in medicine and healthcare administration. His experience in developing people and his transition from healthcare to coaching and business advice reflects a deep commitment to empowering others to control their own destinies. Tom’s Proven Leadership and unique perspective make him an influential figure in personal growth and success. Their mission at Atomic Business Coaching is to be dedicated to empowering individuals by unlocking their potential for business growth and personal freedom. Through their holistic coaching approach, they strive to create harmony in the mind, body, and business of their clients, ultimately leading them to a life that is healthy, wealthy, and happy.Listen to this informative Legacy Leaders episode with Adam Hurd & Tom Marino about Founding Atomic Business Coaching, Principles of Success, Work-Life Harmony, Overcoming limiting beliefs and building belief and Potential, Confidence and Clarity in Decision-making, Building a Team and Business Growth Strategies.Here is what to expect on this week’s show:● Uncover the secrets of Atomic Business Coaching for explosive growth in your business● Master the art of work-life harmony as a business owner for a fulfilling and successful journey● Overcome limiting beliefs to unleash your full potential as a business owner and leader● Discover sustainable growth strategies through effective team building for long-term successConnect with Adam Hurd & Tom Marino:Website: https://www.atomicbusinesscoaching.com/ Company LinkedIn: https://www.linkedin.com/company/atomic-business-coaching/ Facebook: https://www.facebook.com/atomicbusinesscoaching Instagram: https://www.instagram.com/atomicbusinesscoaching/ YouTube: https://www.youtube.com/@atomiccoaching Adam & Tom’s Book: https://www.amazon.com/Atomic-Game-Changer-Life-Changing-Unparalleled/dp/B0C9SLCJN5 Atomic Business Coaching Podcast: https://podcasts.apple.com/us/podcast/atomic-business-coaching/id1669391751 Adam & Tom’s Email: [email protected] , [email protected] With your Hosts: Stan MillerStan 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 Best Seller 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 HandKatie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices