Legacy Leaders

By: Stan Miller & Katie Beth Hand
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  • Summary

  • 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.
    Copyright 2022 Your Life Your Legacy. Stan Miller & Katie Beth Hand. All Rights Reserved.
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Economics Management Management & Leadership
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Episodes
  • Greg Pirkle: Navigating the Legacy: The Importance of Comprehensive Estate Planning

    Greg Pirkle: Navigating the Legacy: The Importance of Comprehensive Estate Planning
    Mar 19 2025
    Greg Pirkle is a business law attorney specializing in taxation, estate planning, and exempt organizations. He advises on tax implications of mergers, reorganizations, and executive compensation. His estate planning expertise includes trusts, partnerships, and charitable foundations. Greg also counsels exempt organizations on compliance, restructuring, and joint ventures. He is the managing partner and practice coordinator of the firm’s Tupelo office. Listen to this informative Legacy Leaders episode with Greg Pirkle about the process of gathering asset information for effective estate planning. Here is what to expect on this week’s show: ● Greg emphasizes the importance of early and informed estate planning to prevent substantial tax burdens and ensure smooth transitions for future generations. ● Through trust and effective communication, Greg highlights the emotional relief and practical advantages that thorough estate planning can offer to individuals and their families ● Greg identifies three main areas where he adds substantial value to his clients' estate plans: addressing estate tax implications, protecting assets from long-term care expenses, and navigating the complexities of family business dynamics. Connect with Greg: Website: https://www.phelps.com/professionals/gregory-d-pirkle.html With your Guest Host: Chuck Gore Chuck’s passion is to help you with all the pieces of your retirement and legacy planning. Chuck is an independent financial advisor and speaker who helps individuals and families work toward their financial, retirement and legacy goals. With years of experience and hundreds of clients, he places your interests first to develop and implement your strategy. Connect with Chuck: https://laborretirementservices.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 mins
  • Gary Heldt: Uncovering Tax Saving Strategies: A Deep Dive with CPA and Tax Coach

    Gary Heldt: Uncovering Tax Saving Strategies: A Deep Dive with CPA and Tax Coach
    Mar 5 2025
    Gary D. Heldt, Jr., CPA, is the owner of Small Business Advisors in Gambrills, Maryland, serving clients in Maryland, Virginia, and Washington, DC. With over 30 years of experience, he provides accounting and consulting services to business owners and individuals. A Premier Tax Coach in Anne Arundel County, Gary goes beyond tax preparation—helping clients shape their financial future, strengthen their businesses, and achieve financial success. He serves as a trusted advisor and strategic partner, guiding clients toward long-term growth. Listen to this informative Better Business, Better Life episode with Gary Heldt about proactive tax planning and collaborative approaches. Here is what to expect on this week’s show: ● Gary emphasizes the significance of listening to clients, understanding their situation, and formulating customized plans tailored to individual circumstances. This method focuses on building strong relationships to uncover opportunities for tax savings and enhance client wealth. ● Gary highlights the importance of small business owners having a board of advisors to hold them accountable and provide strategic guidance. ● Gary defines success by reflecting on the financial achievements of his clients. He shares a story of partners who, with his guidance and support from other advisors, transformed their struggling business into a successful venture Connect with Gary: LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ Podcast: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291 Connect with Terry: Website: https://www.dupontadvisory.com/ LinkedIn: https://www.linkedin.com/in/terrydupont/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    43 mins
  • Daniel Hill: Empowering Families through Estate Planning and Asset Protection

    Daniel Hill: Empowering Families through Estate Planning and Asset Protection
    Feb 26 2025
    Daniel earned his Juris Doctor from Widener University School of Law, graduating magna cum laude and serving as an internal editor for the Widener Law Review. He began his career as a judicial clerk for the Court of Common Pleas of Lancaster County. With a diverse legal background in commercial litigation, maritime law, and suretyship, he later ran a family law practice for 12 years. For the past 15 years, he has focused on helping families navigate legal challenges. Committed to public service, Dan has served on multiple charitable boards and as President of his local school board. Listen to this informative Legacy Leaders episode with Daniel Hill shares insights on the importance of estate planning and asset protection in elder law Here is what to expect on this week’s show: ● Daniel knows bad things can happen to anyone, so it's crucial to have legal and financial plans in place to ensure that loved ones have the necessary support and resources during challenging times. ● Daniel explains by educating individuals about the importance of legal and financial planning, they become more willing to take action and secure their future. ● Daniel discusses support for caregivers. Caregivers juggling responsibilities for both children and aging parents, face significant challenges. Providing them with information on government benefit programs and resources can ease their burden and help them navigate the caregiving journey more effectively. Connect with Daniel Hill: Website: https://hillgrouplaw.com/about/ 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 mins

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