Episode description
Episode description
"I think that the act of thinking about how to make the world a better place is transformative in the lives of humans."
Join our host Attorney Ted Gudorf as he unlocks the secrets to impactful legacy planning with Stan Miller, a celebrated estate planning attorney and author.
Stan takes us through his remarkable journey from the inception of his career to the successful expansion of his firm, Pinnacle Legacy Law, to his plans for the future of his educational platform, WealthCounsel.
Ted and Stan dive into the distinction between legacy planning and traditional estate planning. Calling for what he calls the “second revolution in planning,” Stan urges fellow attorneys to look beyond financial preservation and towards legacy preservation–the values and the history that families desire to pass on to the next generation.
From creating family storybooks to tactfully passing on family heirlooms, Stan offers a series of strategies that anyone can use to begin nurturing a sense of responsibility and community impact among heirs. By focusing on a legacy that transcends mere financial gain, Ted and Stan explore how meaningful traditions and philanthropy can be passed down.
In an era where technology often takes center stage, Stan reminds us to keep the human touch front and center in legacy planning. He offers a roadmap to document and share family heritage authentically, from capturing family stories through video interviews to crafting legacy letters.
Key Topics:
- Stan Miller’s Journey in the Estate Planning World (01:32)
- Key Distinctions Between Legacy Planning and Estate Planning (07:14)
- Practical Ways to Incorporate Legacy Planning Into Estate Planning (13:15)
- Democratizing Legacy Planning (22:19)
- Introducing Legacy Planning During the Initial Client Meeting (27:34)
- Why Legacy Planning Will Always Require a Human Touch (32:59)
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