Legacy Leaders cover art

Legacy Leaders

Legacy Leaders

By: Stan Miller & Katie Beth Hand
Listen for free

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. Economics Management Management & Leadership
Episodes
  • Sarah Barker :How to Navigate Senior Care: Expert Advice for Aging Parents and Family Caregivers

    Sarah Barker :How to Navigate Senior Care: Expert Advice for Aging Parents and Family Caregivers
    Jul 1 2026
    Thinking 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 consulting organization that helps older adults and their families understand care options, connect with trusted resources, and make informed decisions. With more than 16 years in the senior care industry, Sarah specializes in guiding families through the complex aging journey with an education-first approach. In this episode, Sarah joins guest host Rod Hatley to discuss the realities of senior care planning, caregiver burnout, aging in place, and the importance of addressing not only physical health, but also financial and legal preparedness. She shares practical advice for families navigating difficult decisions and explains why proactive conversations can prevent unnecessary stress and crisis-driven choices. Key Takeaways: ● Start planning before a crisis: Early conversations about care preferences, finances, and legal documents lead to better outcomes and less family stress. ● Understand the senior care landscape: Knowing the differences between home care, home health, assisted living, memory care, and other options helps families make informed decisions. ● Caregiver burnout is real: Family caregivers often need support, respite care, and professional guidance to sustain long-term caregiving responsibilities. ● Financial and legal planning matter: Advance healthcare directives, estate planning, and financial preparation are essential components of successful aging. ● Personalized guidance makes a difference: Working with trusted local experts can help families avoid misinformation, reduce overwhelm, and find the right care solutions. Connect with Sarah:Connect Our Elders www.connectourelders.com Senior Care Sales Solutions www.seniorcaresales.com With your Guest Host: Rod Hatley Rod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego. Connect with Rod Hatley: Website: https://hatleylawgroup.com/ LinkedIn: https://www.linkedin.com/in/rodneyhatley/ Facebook: https://www.facebook.com/HatleyLawGroupAPC/ Twitter: https://twitter.com/rodneyhatley Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    16 mins
  • Don D. Ford III: Estate Planning Mistakes That Destroy Families

    Don D. Ford III: Estate Planning Mistakes That Destroy Families
    Jun 17 2026
    Estate 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 at Ford + Bergner. With decades of experience in estate planning, trusts, probate, and post-death administration, Don helps families protect their assets and avoid costly disputes after a loved one passes away. In this episode, Don shares the most common estate planning mistakes families make, the difference between wills and trusts, how probate works, and why blended families require intentional planning. He also explains how thoughtful estate planning can reduce conflict, preserve relationships, and create a lasting legacy of peace for future generations. Key Takeaways: ● Estate planning is for everyone: Waiting too long or avoiding planning altogether often creates unnecessary stress and conflict for families.● Wills and trusts serve different purposes: A will does not avoid probate, while trusts can help simplify the transfer of assets.● Family dynamics matter in estate planning: Choosing the wrong executor or failing to account for family relationships can lead to disputes.● Blended families require intentional planning: Clear structures and separate distributions can help prevent future inheritance conflicts.● Good estate planning creates peace of mind: A thoughtful plan provides clarity, reduces uncertainty, and protects your family legacy. Connect with Don Ford: Website: https://fordbergner.comYouTube: https://www.youtube.com/channel/UCmTf9eYBK-Yh1o-8_wUQggQLinkedIn: https://www.linkedin.com/company/ford-bergner-llpFacebook: https://www.facebook.com/fordbergner/ With your Hosts: Stan Miller Stan 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 bestseller. Connect with Stan Miller:Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand:Website: https://pinnaclelegacylaw.com/LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    28 mins
  • Jaimi Cortes: Strategic Philanthropy & Legacy Planning

    Jaimi Cortes: Strategic Philanthropy & Legacy Planning
    Jun 3 2026
    Discover how strategic philanthropy can turn charitable giving into lasting family impact.Jaimi Cortes, founder of Core Philanthropic Strategies, joins Legacy Leaders to discuss how families, entrepreneurs, and advisors can create more intentional and meaningful giving strategies. With more than 20 years in philanthropy and nonprofit leadership, Jaimi helps clients align their values, wealth, and legacy through strategic charitable planning.In this episode, Rod Hatley and Jaimi explore donor-advised funds, family philanthropy, legacy giving, and why so much charitable capital remains unused. They also discuss how advisors and families can work together to create greater social impact while involving future generations in the giving process.Key Takeaways:● Strategic philanthropy matters: Intentional giving creates stronger long-term impact than reactive donations.● Donor-advised funds explained: DAFs provide tax-efficient charitable giving opportunities while allowing future grantmaking flexibility.● Family involvement strengthens legacy: Collaborative philanthropy can unite generations around shared values and causes.● Advisors play a key role: Estate planners and financial advisors can help clients align wealth planning with charitable goals.● Philanthropic capital should move faster: Large amounts of charitable funds remain inactive despite growing community needs.Connect with Jaimi:Website: www.corphilanthropy.comNational Advisor Excellence Award Winner: DAF Giving SummitLinkedIn: https://www.linkedin.com/in/jaimi-cortes/With your Guest Host: Rod HatleyRod Hatley, the founder of Hatley Law Group APC, embarked on his journey to become an estate planning attorney after experiencing a devastating seven-year probate process for his father's estate. His father's lack of preparation for passing on his assets led to lengthy delays and significant costs. Rod initially worked in personal injury litigation and served in the U.S. Navy JAG Corps, earning two Navy and Marine Corps Commendation Medals. In 1995, driven by his personal experience, he pursued a Master of Laws in tax law at the University of San Diego and shifted his focus to estate planning, trust, and probate law. Rod is licensed to practice in California and Tennessee. Outside of his legal practice, he enjoys scuba diving, snorkeling, and volunteering for charitable organizations like the American Cancer Society and Nice Guys San Diego.Connect with Rod Hatley:Website: https://hatleylawgroup.com/LinkedIn: https://www.linkedin.com/in/rodneyhatley/Facebook: https://www.facebook.com/HatleyLawGroupAPC/Twitter: https://twitter.com/rodneyhatleyNew boost Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show More Show Less
    20 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet