Legal Visionaries

On 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...

Will 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...

Celebrating 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 C...

Split 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 i...

Self-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...

Join 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 c...

Tune 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 ex...

A 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 strateg...

Boundaries 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...

On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Stacie Neussendorfer, a senior lead advisor with Foster Group, discuss the impact of SECURE 2.0 on estate planning. Secure 2.0, enacted in December of 2022, is an addition to the original Secure Act that was enacted in 2019 and includes...

“Be strong enough to stand alone, smart enough to know when you need help, and brave enough to ask for it.” On today’s episode, 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 difficulty that lawyers, judges, and law stud...

What does it take to get to the next level? This is a good question in sports as well as investing. On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Ross Polking, Lead Advisor-Business Development at Foster Group, apply sports analogies to investing. Listen in for tips...

On today’s episode, our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Crystal Patterson, General Counsel with Gulfstream Commercial Services discuss the benefits of viewing your assistant as a partner. Assistant, in this context, can mean anyone that helps you with your daily life either personally or professi...

The 2 biggest fears people tend to have about aging are losing independence and running out of money. On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, talks to Eryka Morehead, President and CEO of Collaborative Planning Group, Inc., about Long-Term Care Insurance and ho...

Did you know that partnerships can be made up of individuals, corporations, other partnerships, LLC’s, trusts or other legal entities?  Tune in to today’s episode of Legal Visionaries when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and Mike Weaver, one of her partners at Vandena...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Daniel Gerety, President and CPA with Gerety & Associates, and David Holmes, a director with Gerety & Associates, about structuring a family office to deduct investment expenses. In 2017 two things happened:&nb...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and Gretchen McGill, a Partner at Dvorak Law Group discuss the 8.4g in the ABA Model Rules of Professional Conduct. This rule covers harassment and discrimination in the practice of law, but it has not been adopted in all states, including Nebrask...

There are many types of life insurance and many reasons people buy life insurance policies.  According to today’s guest, life insurance is an underutilized tool in estate planning. Listen in as our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and Eryka Morehead, President and CEO of Collaborati...

How do you decide what you want your legacy to be? What verses do you contribute to your life? On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and Crystal Patterson, General Counsel with Gulfstream Commercial Services, discuss legacies and how to achieve them. Listen in as they cover...

What is a Qualified Opportunity Zone (QOZ) and why might a developer consider using one? On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guests Kim Kuhle, a real estate developer using Qualified Opportunity Zone Funding, and Jim Pieper, an attorney at Vandenack ...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Kim Kuhle, a real estate developer using Opportunity Zone Funding, and Jim Pieper, an attorney at Vandenack Weaver Truhlsen. Their discussion centers on Kim’s development of Veterans Victory Housing & Small Business Cen...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, brings back David Campbell, a director at the law firm of Underwood Perkins, P.C. in Dallas, Texas, to discuss the use of internet forms and why they can create disasters for the users.  Listen in to learn which forms are a concern,...

On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, brings back Dan Siegel, an attorney in the Philadelphia area and a nationally recognized authority on legal ethics, technology, cybersecurity, and data protection. Mary and Dan discuss the biggest data and communication risks for law firms, best practi...

Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Daniel Gerety, President and CPA with Gerety & Associates in Las Vegas, Nevada and David Holmes, a director with Gerety & Associates about the ins and outs of Nevada Private Family Trus...

An inter-disciplinary team that works together to identify current and future legal needs, care needs, and financial needs of a family can be very beneficial when people are aging. Listen in to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, Rachel Truhlsen, a trust and estate attorney and one of Mary’s partners at Vanden...