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.

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