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
  • C.L. Huddleston: Navigating Health and Wealth: The Legacy Leaders Approach to Estate Planning

    C.L. Huddleston: Navigating Health and Wealth: The Legacy Leaders Approach to Estate Planning
    Mar 26 2025
    C.L. Huddleston, founder of Huddleston Law Group, focuses on estate and "Health & Wealth" planning, including trusts, business succession, and tax strategies. He is a founding member of WealthCounsel, Ohio Certified Specialist in Estate Planning, and co-author of For Ohio Doctors. Admitted to the U.S. and Ohio Supreme Courts, he has earned top attorney ratings and the Leave A Legacy Award. Listen to this informative Legacy Leaders episode with C.L. Huddleston discusses personal legacy planning, income tax minimization, and special needs considerations. Here is what to expect on this week’s show: ● C.L. emphasizes the importance of doing estate planning right the first time. Cutting corners may lead to family conflicts and financial challenges down the road. ● C.L. highlights the value of storytelling in the process of estate planning, allowing clients to share their experiences and celebrate their successes. ● C.L. notes that information overload can cause confusion. Through personal stories, client education, and visual aids, thorough initial meetings help simplify estate planning and empower informed decisions. Connect with C.L.: Website: www.huddlaw.com With your Guest Host Vance Bennett: As a seasoned financial advisor with over 25 years of experience, Vance specializes in guiding individuals toward optimal financial decisions. Passionate about helping clients balance their dreams for the future with the responsibilities of today, Vance is dedicated to providing thoughtful and strategic guidance. A proud graduate of The Ohio State University, Vance remains deeply committed to the well-being of both his clients and the community he serves. Connect with Vance: · www.VBQ1.com · www.Know-Parallel.com · www.OFlowTax.com · https://www.facebook.com/VanceBennettFinancialServices/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 mins
  • 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

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