My Legacy Experience - The Podcast Donna Watson

Join us for a deep-dive discussion about probate. Probate is the legal process of administering the estate of a deceased person. At the end of of a probate proceeding, the assets of an estate are distributed. 

Today we will discuss timelines and filings related to probate. We will discuss the authority that is given to individuals by the probate court.  We will discuss the probate process when you have a will and when you don’t. Finally, we will discuss the timeline of distributions.

Our guest today is Attorney Marceda Starks. Marceda Starks is a practicing attorney in Kansas City, Missouri. Marceda specializes in the areas of healthcare, estate planning and probate.  Marceda is passionate about educating the underserved and marginalized communities in the matters of estate planning and probate law.  Contact info: marcedastarks@yahoo.com

Today's episode is a discussion on the fundamentals of investments. We will discuss risk tolerance, asset allocations and investment strategies as well as the benchmarks and indexes used to measure performance. We will discuss the concept of diversification in a portfolio, and compare and contrast fixed income and equity investments. If you are new to investing in the stock market, or you are wanting a more complete understanding of investment terminology, this podcast is for you. 

Today's guest is Ethel J. Davis, CEO and Portfolio Manager of VZD Capital Management, LLC, located in Overland Park, Kansas. Ethel is THE FIRST African-American woman to own 100 percent of a Registered Investment Advisory firm in the Midwest and one of only a few within the United States.  The first thing you will observe about Ethel is her passion for financial and investment literacy, wealth empowerment and in-depth understanding of the capital markets, and a willingness to educate others on creating and sustaining wealth with customized investment strategies.

Reach out to Ethel for your investment needs. 

VZD Captial Management, LLC
6721 W 138th Terrace #1711
Overland Park, KS 66223

Phone: 816-726-7066
Email: ethel@vzdcap.com

https://vzdcap.com

Today's episode is part two of a two-part series on grant writing. Today's episode features an in-depth discussion on the most common components of a grant application or RFP (request for proposal). Learn tangible ways to approach the application process that will ensure your highest likelihood of success. 

Mrs. Harris is an entrepreneur and owner of – Pathfinders Professional Development, LLC where she provides training and professional development in various areas of education and family engagement across Missouri and nationally.

You can reach Mrs. Harris for training and consulting services at:

https://www.governmentcontracts.us/government-contractors/company-BSG2712732-pathfinders-professional-development-Kansas-City-MO.htm

Today's episode is part one of a two-part series on grant writing. Today's guest is Phyllis Harris, CEO of Pathfinders Professional Development, LLC. Phyllis is a nationally recognized grant writer, who is credited with obtaining millions of dollars in grants for community and social service organizations. Phyllis will provide basic definitions related to grants and outline the types of grants available for individuals, businesses, and social service organizations. Additionally, Phyllis will identify the most recognized as well as novel grant resources in the country. 

If you want more information about how to obtain grants for your business or nonprofit organization, this episode is for you.

**** Season Two Premiere!!!

Today's special guest is Corey Ziegler, Vice President and Corporate Counsel for the Greater Kansas City Community Foundation.

In this episode, we are going to discuss methods of achieving your charitable giving goals during your lifetime and beyond. Even if you don’t have a lot of cash, you can still give valuable property to a charity and receive an income tax benefit for the gift. You can also use Donor Advised Funds to achieve your giving goals.

If you have a heart to give and want to learn about tax saving options, this podcast is for you!

To learn more about the Greater Kansas City Community Foundation, review the website at www.growyourgiving.org

In the wake of the pandemic and a rising death toll that exceeds 345,000, it's time to take a serious look at estate planning. 

Today's guest is Vanita Massey with The Law Office of Vanita Massey.  Vanita is an Estate Planning attorney in Missouri and Kansas. We will discuss the top three estate planning vehicles of 2021. We will have a deep dive discussion on will alternatives, the health care directive and health care power of attorney, and much more.