People plan a vacation. Plan to buy a home. Plan to have a child. But plan to preserve wealth. They would rather listen to fingernails on a chalkboard. Without a plan there is f.a.i.l. Family anger in lawsuits. Without a p.l.a.n. there is f.a.i.l, financial abundance is lost. Without a plan there is f.a.i.l.u.r.e. Family…

There are two kinds of trust in wealth preservation. First is the trust that makes the world go round. If you don’t trust someone you won’t do business with them. If you don’t trust someone you won’t play sports with them. If you don’t trust someone you won’t socialize with them. Trust is the foundation…

According to Jim Collins, a professor at the University of Boulder, Colorado and writer on how businesses become highly successful in books such as Good to Great, Great by Choice and Built to Last, he suggests there are 13 styles of Leadership and 5 different Levels of Leaders. The 13 Styles Are: 1. CHARISMATIC Tend…

What is meant by adding massive value? What is its purpose? If you think about it everyone is a salesman in some way or another of their product or service. Some are good at it and others are not. As a professional we weren’t taught to be salesman. We were taught to let our understanding…

Over the last 3 months, we described various tips on how to increase sales in your business and how to create more security in your life. These tips are part of Legacy Hierarchy ™ model. The Legacy Hierarchy ™ model also contains a Wealth Preservation System. The Wealth Preservation System is a step by step…

THE Legacy Hierarchy™ STAGE TWO: SECURITY – TRUSTEES GET NO RESPECT It’s a thankless job. Do it right and that is what you were supposed to do. Do it incorrectly and you stand to be sued by unhappy beneficiaries. Being a Trustee carries with it duties and responsibilities yet despite the growing number lawsuits most…

THE Legacy Hierarchy™ STAGE 2: SECURITY – ASSET PROTECTION Many times we are asked questions about asset protection. This week I will review some of the basic trends and ideas in this area. What is asset protection? Simply put, asset protection are the strategies and tactics to protect what you own against potential or future…

THE Legacy Hierarchy ™ STAGE 2: SECURITY – LIFE INSURANCE I have come to the conclusion and maybe realization that life insurance is very misunderstood. It is misunderstood because the perception and approach by most people is that it is a cost that one would rather not have for a risk that one doesn’t want…

THE Legacy Hierarchy™ STAGE 2: SECURITY – CLARITY + CONVERSATION We stand on the precipice of a crises. A crises of Wealth and Legacy. Families being ripped apart, brothers and sisters stop talking and money that could be invested in the family is wasted on frivolous lawsuits. We need a new approach. Preparing families for…

Welcome to Straight Talk. We at Legacy Legal appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy ™, Building a Legendary Future and Creating Lasting Wealth. We hope you enjoyed the last 6 weeks of material on how to improve sales for your business. We will devote the next 5 weeks in…

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