Insurance is a great way to preserve wealth. Let’s say you are 40 years old and you buy a life insurance policy. While there are many different types of policies, let’s say you go with a policy that will last until you are 90 years old. You buy 1 million dollars of life insurance which…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy, Building a Legendary Future and Creating Lasting Wealth and Legacy. Over the next 10 weeks I want to share some basic tax tips that can be used for year end planning…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy, Building a Legendary Future and Creating Lasting Wealth and Legacy. Over the next 10 weeks I want to share some basic tax tips that can be used for year end planning…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy, Building a Legendary Future and Creating Lasting Wealth and Legacy. Over the next 10 weeks I want to share some basic tax tips that can be used for year end planning…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy, Building a Legendary Future and Creating Lasting Wealth and Legacy. Over the next 10 weeks I want to share some basic tax tips that can be used for year end planning…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Mastering the Legacy Pyramid, Building a Legendary Future and Creating Lasting Wealth. Over the next 10 weeks I want to share some basic tax tips that can be used for year end planning or thinking…

A little known rule that was passed at the beginning of 2013, as part of the American Tax Relief Act: the rule is called Portability.

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. MYTH NUMBER 1: THE 16th AMENDMENT TO THE U.S. CONSTITUTION IS INVALID AND YOU DON’T HAVE TO PAY TAXES. This is a myth perpetuated by…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. I had the pleasure of attending an event in Los Angeles over the week-end. Being in Los Angeles where I am from was a disaster….

Warning. Danger. Beware there is a group of people who want money and are willing to go to any lengths to get it. That’s called our government today. Let’s take a closer look. The scandal of all scandals is the IRS targeting specific people who wanted to form a charity. Simply because the purpose of…

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