Legal Visionaries
148 episodes - English - Latest episode: 5 days ago - ★★★★★ - 5 ratingsThe practice of law involves constantly changing legal rules and technology and requires innovation, leadership, community, and wellness to make it all work effectively. Join Mary Vandenack for the Legal Visionary podcast. Mary will provide updated legal news in the areas of tax, business, trusts and estates as well as evolving methods of providing legal service, collaborative legal efforts, legal technology, and wellbeing. Mary will interview leaders in the areas of closely held businesses, tax, trusts, and estates (including related and collaborative services) as well as guests with knowledge about legal technology, law firm leadership, and wellbeing for lawyers.
This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!
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Episodes
Building Your Wealth Dream Team (Part 2)
April 23, 2024 07:00 - 35 minutes - 32.4 MBJoin our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit and her guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management’s Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, for Part 2 in this series. Gain valuable insights on evaluating your wealth management team as they discuss what the advisor should know about estate planning...
Top Ten Estate Planning Considerations for 2024
April 16, 2024 07:00 - 39 minutes - 36 MBEstate planning is not just about distributing assets after one’s passing; it’s a comprehensive strategy that encompasses various legal, financial, and personal considerations. On today’s episode our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit planning is joined by Scott Sissel, a member at DUGGAN BERTSCH LLC to discuss a range of crucial topics in estate planning in 2024, covering everythi...
Building Your Wealth Dream Team (Part 1)
April 09, 2024 17:05 - 24 minutes - 22.2 MBJoin host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit as she delves into the crucial topic of assembling your wealth dream team. Alongside guests Zac Ritchey, a Certified Planner and Managing Director of Private Wealth Asset Management’s Omaha office, and Ben Goethel, Senior Wealth Strategist at Private Wealth, this episode explores the intricate process of evaluating and selecting a wealth mana...
Unveiling the Corporate Transparency Act
April 02, 2024 07:00 - 23 minutes - 21.6 MBJoin us for this episode as Cheri Duryea, President of Duryea Strategic Marketing, takes the interviewer’s seat when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit gives a comprehensive overview of the Corporate Transparency Act (the “CTA”), which came into effect January 1, 2021. Vandenack, an inductee into the NAEPC Hall of Fame, explains the profound implications of the CTA, spanning it...
Legal Insights for Senior Living Communities: Navigating Care, Regulations, and Beyond
March 26, 2024 07:00 - 35 minutes - 32.6 MBOn this episode, Cheri Duryea, President of Duryea Strategic Marketing interviews our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exit planning. Vandenack, an inductee into the NAEPC Hall of Fame, shares insights into legal considerations pertinent to senior living communities. From an explanation of the different care levels to delving into resident regulations, data security, disaster prepared...
Dribbling Towards Financial Freedom – Slam Dunk Strategies
March 19, 2024 07:00 - 52 minutes - 47.6 MBOn this episode, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, teams up with Ross Polking, Senior Business Development Advisor at Foster Group, explore a paradigm shift in financial planning – emphasizing financial independence instead of retirement. Drawing parallels between sports and estate planning, Mary and Ross discuss the shared principles of goal settin...
Secondary Planning for Charitable Remainder Trusts
March 12, 2024 17:11 - 30 minutes - 28 MBOn today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, Vice President at Sterling Foundation Management, explore the 4 planning options for existing Charitable Remainder Trusts (CRT), shedding light on compelling reasons to consider adjustments post-setup. Discover the “secret sauce” essential for maximizing the be...
Converting “Loud” Trust and Key Insights on “Silence”
March 05, 2024 08:00 - 36 minutes - 33.7 MBJoin host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest Vincent Thomas, a partner at Young Conaway Stargatt & Taylor LLP, for this insightful follow-up to Episode 136 on Silent Trusts. Today, they dive into the strategies for transforming a “loud” trust into a “silent” trust. Discover the 6 options for silencing trusts, unravel the mechanics of de...
Alternatives to 1031’s – Real Estate Shelter Trust
February 27, 2024 08:00 - 29 minutes - 27.3 MBWhat is a Real Estate Shelter Trust? On today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and her guest David Murray, a Vice President at Sterling Foundation Management LLC, answer this question and many more as they explore the benefits, drawbacks, and optimal scenarios for utilizing Real Estate Shelter Trusts. Gain valuable insights throu...
Valuation Insights: Navigating Estate Planning with Precision
February 20, 2024 08:00 - 41 minutes - 38 MBOn today’s episode our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame joins forces with two distinguished guests: Alyssa Quinlan, CEO of Hindman Auctions and Molly Gron, Hindman’s Sr. Vice President and Managing Director, Trusts, Estates & Private Clients to discuss the pivotal role of properly prepared valuations and appraisals in various aspects of estate ...
Diversifying Your Wealth: The Power of Stock Diversification Trusts
February 13, 2024 18:24 - 26 minutes - 24.6 MBJoin host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame along with guest David Murray, Vice President at Sterling Foundation Management LLC, as they unravel the complexities of managing concentrated positions, exploring the innovative strategy of Stock Diversification Trusts. Through real-world examples and expert analysis, Mary and David provide invaluable guid...
What is a Silent Trust and Why Does It Matter?
February 06, 2024 08:00 - 28 minutes - 26.1 MBWelcome to Legal Visionaries, where expertise meets insight into the world of high-end estate planning and legal strategies. On today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame is joined byVincent Thomas, a partner at Young Conaway Stargatt & Taylor LLP to shed light on the intriguing realm of silent trusts. Tune in as they share real-life...
Strategies for Valuing Complex and Unusual Entities
January 30, 2024 08:00 - 32 minutes - 30.1 MBOn today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, dives into the intricate world of valuing complex and unusual entities. Her guests today are Evan Levine and Nainesh Shah, founding partners at Complete Advisors, a New York valuation and advisory firm. Together, they unravel the specific challenges associated with valuing unique entitie...
Navigating the Path to Family Financial Preservation
January 23, 2024 08:00 - 34 minutes - 32 MBWelcome to today’s episode where estate planning takes center stage as the critical roadmap for preserving family wealth. Join our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and Zac Ritchey, a Certified Financial Planner at Private Wealth Asset Management as they explore essential questions about legacy planning and wealth preservation. Together, they...
Consider a Business Owner Trust for your Sale
January 16, 2024 08:00 - 29 minutes - 27.1 MBExplore the world of business exit planning and tax strategy. In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLCdiscuss the concept of Business Owner Trusts. Learn how these specially designed trusts can assist in deferring capital gains tax, providing income to future...
Capitalizing Care: Exploring the Surge of Private Equity in Healthcare
January 09, 2024 08:00 - 31 minutes - 28.5 MBIn this episode of Legal Visionaries, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, engages in a compelling conversation with Tracy Salinski, an accomplished attorney specializing in Healthcare Law at Duggan Bertsch. Over the past decade, private equity (PE) firms have poured a staggering $750 billion into various healthcare initiatives. What fuels...
Strategic Tax Planning Unwrapped: Exploring Tax-Exempt Trusts
January 02, 2024 17:11 - 41 minutes - 38.4 MBWelcome to Legal Visionaries! In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLC uncover a lesser-explored avenue in tax and income planning – tax-exempt trusts under IRC Section 664. Join us as we explore the intricacies of these trusts – what they are, how they ar...
Decoding Qualified Charitable Distributions
December 26, 2023 08:00 - 24 minutes - 22.6 MBIn the ever-evolving landscape of financial regulations, it’s crucial to understand the significance of Qualified Charitable Distributions (QCD), especially in the context of SECURE 2.0. On this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her Vandenack Weaver partner, Mike Weaver, explore the fundamental aspects of QCDs, shedding light on how they operate and the potential income tax benefits they offer, as well as the changes ...
Strategic Conversations: Tactical Influence in Leadership and Communication
December 19, 2023 08:00 - 36 minutes - 33.5 MBOn this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest, Mitchell Hockenbury, a multifaceted individual, with roles as an accomplished author, motivational speaker, financial planner, and former military professional, focus their discussion on his book “Tactical Influence, How I Countered an Insurgency with Words.” Mitchell shares insights into the principles outlined in his book and sheds light on how these tactics can be...
Navigating Legal Waters: Professional Wills for Mental Health Practitioners
December 12, 2023 08:00 - 17 minutes - 16.1 MBIn this episode of “Legal Visionaries,” we’re turning the tables as Cheri Duryea, President of Duryea Strategic Marketing, takes on the role of the host, interviewing Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC on the topic of “Professional Wills for Mental Health Practitioners.” Mary sheds light on why this concept has emerged as a pressing issue for mental health practitioners. With her extensive legal expertise, she discusses the essential component...
Preserving Prosperity: Mastering Multi-Generational Wealth Transfer
December 05, 2023 08:00 - 34 minutes - 31.6 MBDid you know that a staggering 70% of family wealth is lost by the second generation, and a whopping 90% disappears by the third? Join our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she engages in a thought-provoking conversation with Zac Ritchey, a Certified Financial Planner about the intricacies of wealth transfer planning. Mary and Zac demystify the concept of multi-generational wealth, discuss effective strategies to shield your estate...
Transforming Your Practice: The Client-Centric Journey
November 28, 2023 08:00 - 22 minutes - 20.2 MBIn this episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, is joined by Deirdre Wheatley-Liss, Principal at Porzio, Bromberg & Newman. Together, they unpack the concept of a client-centric practice and explore the intricacies of developing and implementing such a model. Mary and Deirdre provide valuable insights into the steps needed to cultivate this approach, offering practical tips on how to enhance the overall client experience. Discov...
Navigating Business Transitions: A Comprehensive Guide to Business Continuity Planning
November 21, 2023 08:00 - 29 minutes - 26.9 MBJoin our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she engages in a dynamic conversation with Abby Arcishewsky, President of Archway Consulting. Together, they unravel the intricacies of business continuity planning, offering valuable insights for business owners at every stage. Explore the fundamental questions surrounding business transitions. Gain clarity on the influence of tax laws and understand the diverse risks that demand consider...
If I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000
November 14, 2023 08:00 - 28 minutes - 26.5 MBIn this insightful episode, our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a thought-provoking conversation with Mitchell Hockenbury, author of “If I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000.” Together, they explore essential financial and life lessons that can reshape your approach to money. Dive into discussions on the inspiration behind the book, the significance of savings rates, prioritizing financial ...
Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes
November 07, 2023 08:00 - 48 minutes - 44 MBIn this episode, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a conversation with Kenneth Alter, Managing Director at Planning Alliance, focusing on the intersection of ESOPs (Employee Stock Ownership Plans) and estate planning. The discussion covers crucial aspects of ESOPs and the optimizations of after-tax outcomes. Throughout the episode, they explore topics such as the tradeoff between estate tax and capital gains, the relevance of IRS ...
Navigating Valuation Pitfalls: Insights from the Experts
October 31, 2023 15:02 - 34 minutes - 32 MBJoin our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, as she explores the world of business valuation with Evan Levine and Nainesh Shah, founding Partners of Complete Advisors, a New York valuation and advisory firm. You’ll gain insights into the intricacies of valuing both tangible and intangible assets and learn how a lack of due diligence and insufficient data can lead to inaccurate and flawed reports. Discover the secret to identifying credib...
Mastering the Art of Philanthropy: Trends and Strategies
October 24, 2023 07:00 - 26 minutes - 24 MBWelcome to another episode of Legal Visionaries where our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, engages in a thought-provoking conversation with a true expert in the field, Kim Cappellano, aFounding Partner and Director of Philanthropic Services at Private Wealth Asset Management. Together, they explore the dynamic landscape of philanthropy, dissecting the latest trends, common giving strategies, pitfalls to avoid, and how to breathe life ...
Automation and AI Opportunities for Estate Planners
October 17, 2023 07:00 - 21 minutes - 19.4 MBThis episode features a conversation between our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Deirdre Wheatley-Liss, a Principal at Porzio, Bromberg & Newman. The discussion centers on the use of AI (Artificial Intelligence) and Automation in the practice of law, highlighting various aspects of its application in the legal field. Key topics covered include business benefits, ethical considerations, AI policies, and examples of how the technol...
Exploring the Evolution of Buy/Sell Agreements
October 10, 2023 07:00 - 21 minutes - 19.4 MBWelcome to the latest episode of Legal Visionaries. In this installment, we’re turning the tables as our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, takes on the role of guest and dives into the evolving landscape of Buy/Sell Agreements, shedding light on how recent rulings in the Connelly Case have impacted this crucial aspect of business and estate planning. Join us as Mary provides a concise summary of the key takeaways from this case, which ...
Key Financial Metrics for Law Firms: A Comprehensive Guide
October 03, 2023 07:00 - 25 minutes - 23.4 MBWelcome to today’s episode of Legal Visionaries, where we take a deep dive into the financial aspects of law firms. Our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, is joined by Brit Lorish, owner of Affinity Consulting Group, to explore the most crucial financial metrics that law firms should measure. They will uncover essential insights into how law firms can effectively manage their finances, improve profitability, optimize productivity, and e...
Client-Focused Estate Planning: Meeting Objectives
September 26, 2023 07:00 - 29 minutes - 27.2 MBIn the world of estate planning, one crucial factor stands out above all else: understanding and achieving the objectives of the client. On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC,engages in thought-provoking conversations with Anne Burnett, founding partner atBurnett Wilson Law to explore the concept of client-focused planning. Join us as we delve into the fundamental components of a comprehensive estate plan as well as ...
Building a Business from a Creative Idea
September 19, 2023 07:00 - 17 minutes - 15.8 MBHow do ideas develop into businesses? On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Hannah Arington, founder and creator of Arington-E, dive into the fascinating world of entrepreneurship and innovation. Listen in as they unravel the story of how a simple idea evolved into a thriving business focused on Vitamin E cookies for horses. Hannah shares her background, how the idea came into existence, the challenges a...
Income Tax Considerations for Estate Planning (Part 2)
September 12, 2023 07:00 - 27 minutes - 25.6 MBOur host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM’s Washington National Tax practice, are back to continue their discussion on income tax in estate planning, sharing crucial insights for optimizing your estate plan. Here is a glimpse of what they cover: simple vs. complex trusts, a fiduciary income tax charitable deduction, irrevocable grantor trusts, the potential impact of a divorce, and what you...
Preserving Dignity in Estate Planning
September 05, 2023 07:00 - 21 minutes - 20 MBProviding autonomy and dignity during the estate planning process can be challenging. On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, welcomes back Amanda Koplin, LPC, Founder of Koplin Consulting, a nationwide concierge mental health treatment service. Their discussion aims to address concerns related to these challenges during estate planning, identifying changes and taking action, generational influences, and breaking stigma...
Income Tax Considerations for Estate Planning (Part 1)
August 29, 2023 07:00 - 24 minutes - 22.8 MBOn today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM’s Washington National Tax practice, unpack the critical role of Income Tax Considerations in Estate Planning. Listen in as they share essential tips for managing passthrough business income and discuss the optimal timing for transferring partnership interests. Discover how beneficiaries can be impacted by income tax considerations...
Personal Branding for Lawyers
August 22, 2023 12:23 - 33 minutes - 30.4 MBDiscover the power of personal branding in the legal world with our latest podcast episode featuring our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Katy Goshtasbi, founder of Puris Consulting. They delve into the essence of personal branding, its research-backed impact, and how lawyers can leverage it. Gain insights on identifying your strengths, refining your online presence, and creating an authentic narrative. Uncover the secret...
Alaska Trusts
August 15, 2023 07:00 - 31 minutes - 28.4 MBWhy is Alaska a popular state for creating trusts? Listen in to today’s episode when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest, Abigail O’Connor of O’Connor Law LLC, explore the allure of Alaska for creating trusts. Learn why someone would consider an Alaska asset protection trust, their history, the requirements to qualify, creditor protection, the estate tax consequences, and the most important considerations in choosing a j...
Long-Term Care Planning
August 08, 2023 07:00 - 30 minutes - 28 MBWhat is Long-Term Care Planning? From a fiduciary perspective, it is educating and bringing awareness to the challenges and expenses of long-term care. 70% of people over the age of 65 will need care for 3 – 5 years. On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC talks to Darrin Brumbaugh, Partner and Private Wealth Advisor at Harrison Financial Services about this planning process. When should you start thinking about Long-Te...
Creative Uses of Non-Grantor Trusts
August 01, 2023 07:00 - 51 minutes - 47.3 MBWelcome to today’s episode with our guest Joy Matak, a partner at SAX, an accounting firm offering Tax Advisory Solutions. On this episode, Joy and our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC share valuable insights on Non-Grantor Trusts. Listen in as they guide you through the definition and mechanics of non-grantor trusts, explaining how they differ from other trusts, as well as the various ways you can leverage them to reduce estate taxes. ...
Every Life Is Worth Fighting For – Mental Health for Seniors
July 25, 2023 07:00 - 31 minutes - 28.5 MBOn today’s episode, our guest is Amanda Koplin, LPC, Founder of Koplin Consulting, a nationwide concierge mental health treatment service. Amanda and our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, discuss mental health for seniors and why this topic should be important to estate planners. Amanda gives an overview of her work with the senior population and tips for calming the stigma, what things estate planners should watch out for, what they sh...
Estate Planning Lessons from the Levine Case
July 18, 2023 07:00 - 20 minutes - 19.2 MBOn today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Eryka Morehead, President and CEO of Collaborative Planning Group, Inc. discuss the Levine Case to demonstrate how transactions should be structured when using split-dollar insurance for estate planning. The case centers on the estate tax consequences of an intergenerational, split-dollar life insurance planning arrangement shortly before the decedent’s death. Mary and Eryka ...
A Horse Training Analogy
July 11, 2023 07:00 - 39 minutes - 36 MBOn today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, talks to Anne Collier, CEO of Arudia and a professional certified coach, and Corinne Foxley, an Assistant Trainer with Felicitas von Neumann-Cosel, about some conceptual analogies between horse training and leadership training for humans. The discussion centers around topics like a Sense of Safety, Boundaries, Concepts of Effectiveness, Body Language, and Reward vs. Redirection. L...
Longevity - Retirement Income
July 04, 2023 07:00 - 30 minutes - 28.1 MBWill you be able to maintain your lifestyle in retirement? On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, gets insight from Jack McKeegan, a Private Wealth Advisor at Harrison Financial about strategies to reduce financial risks for retirement income. What are the risks? When should you put a financial plan in place and what are some important things to consider? How do you deal with market risks and inflation? Tune in an...
My 5K Journey – Moving for Health at Any Size or Fitness Level
June 27, 2023 16:24 - 28 minutes - 25.7 MBCelebrating a 50th birthday with 50 5K races! Tune in as our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Andrea “Andee” Hoig, CEO of Midlands Business Journal and metroMAGAZINEdiscuss the motivation behind her 5K Journey. How did this challenge improve her overall happiness? What are the 5K Car Chats and why has this journey gotten bigger than a 5K? Listen in for some important messages on how movement has a positive effect on your life...
Split Dollar Strategies for Life Insurance
June 20, 2023 07:00 - 29 minutes - 27.3 MBSplit dollar life insurance is a strategy, not a product. It is used in employer/employee arrangements and in estate planning. Listen in when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Eyrka Morehead, President and CEO of Collaborative Planning Group, Inc. discuss when to use this strategy, how to know which regime is appropriate to use, if it can be an employee fringe benefit, if it is a business exit strategy, and more. This is a...
Strategies for Reducing Self-Doubt
June 13, 2023 07:00 - 33 minutes - 30.5 MBSelf-sabotage is the combination of negative self-talk, worry and guilt. On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Lisa Woodford, a Certified Life & Confidence Coach in Omaha, NE, discuss ways we can all reduce the critical, judgmental “demon voice” that is in our head. Listen in as Lisa gives us tips for turning Automatic Negative Thoughts into Positive Encouraging Thoughts, developing a personal awareness, bei...
Preferred Freeze Partnerships (Part 2)
June 06, 2023 07:00 - 55 minutes - 51.2 MBJoin our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack, Weaver, Truhlsen, and Jerry Hesch and Stephen Breitstone, both from Meltzer, Lippe, Goldstein, and Breitstone, LLP for Part 2 of the Freeze Partnership episode. Today they explain alternative #2 for the Preferred Freeze Partnership – additional contribution for common interest. They will then discuss the Leaky Freeze, selling common interest to a grantor trust, and factors to consider after the formation ...
The Humanness of Anxiety
May 30, 2023 07:00 - 30 minutes - 28.3 MBTune in to today’s episode to learn an ABCD protocol for an Antidote to Anxiety. Our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and her guest, Lisa Woodford, a Certified Life & Confidence Coach in Omaha, NE, discuss the mental, physical, and chemical reasons we all experience anxiety, how to process cortisol in a healthy way, and some simple strategies to be proactive in managing your thoughts and stop the cycle of anxiety. A Hurrdat Media...
Preferred Freeze Partnerships (Part 1)
May 23, 2023 07:00 - 45 minutes - 41.5 MBA great estate planning strategy combines financial leverage, the Freeze, and the Burn. On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Jerry Hesch and Stephen Breitstone, both from Meltzer, Lippe, Goldstein, and Breitstone, LLP discuss how the Preferred Partnership is one of these strategies. Listen in as they explain the definition of a Freeze Partnership, key estate and income tax objectives, the impact of sections ...
Setting Boundaries
May 16, 2023 07:00 - 26 minutes - 24.1 MBBoundaries provide a sense of control and self-determined stopping points in a relationship. Tune in to today’s episode when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, talks to Chris Aupperle, Director of the Nebraska Lawyers Assistance Program about the importance of professionals setting boundaries to facilitate practice satisfaction and avoid burnout. Why is it so difficult, what are the consequences of failing to set healthy boundar...