Creating a will might seem straightforward—especially with the growing number of online templates and DIY services promising a quick solution. But when it comes to something as important as your legacy, taking the shortcut can lead to confusion, disputes, and unintended consequences for your loved ones. That’s why working with an estate planning attorney isn’t…
Estate planning is one of the most critical steps you can take to protect your family, your assets, and your legacy. For residents of Carlsbad, California, incorporating a trust into your estate plan offers numerous benefits that go beyond the standard will. While many people assume a will is sufficient, a trust can provide greater…
When it comes to retirement planning – Do you take shelter or risk it? We have all been there. We work hard at something, a project around the house, a paper, making money, whatever it is and then something goes wrong and it’s all taken away. The sprinkler pipe cracks and has to be replaced,…
THE DOUBLE WHAMMY Today’s Straight Talk is special. There is so much going on and I want to be able to share it with you all at once rather than wait. Besides, the holiday season is coming up fast, many of us will go out of town, lots of parties, family times and our thoughts…
A Wealth M.A.P. Make more, Accelerate and Protect, and Plan for Legacy. A Wealth M.A.P. must be build on solid foundations. What we find in many businesses is a lack of direction, a lack of focus and a lack of delivery. Business owners start with money, move to a map and then hopefully to the…
The word that conjures up guys in polyester pants selling life insurance. Sales. For processionals the word is almost taboo. Yet, like it or not, everyone sells. They sell their products, their services, themselves. Without sales, you have no money. The only question then is how can we embrace sales and make it advantageous for…
Over the last 8 months I have been writing on many wealth and business topics. Some of these topics include my philosophy about making more money, accelerating and protecting wealth and planning for legacy. Today and over the next few weeks I want to share some stories about me, our company, our vision and encourage…
Being business owners we are always searching. Searching for more sales, more productivity and greater wealth and success in our lives. We have found business owners in this search oftentimes take actions out of sequence and sometimes incorrectly that can be very costly to a business and to their family. With this background in mind,…
Rigor is attention to detail. It’s looking to catch the smallest most seemingly insignificant detail which if disregarded or overlooked can have long term damaging effects. Whether it’s going over the terms and conditions of a contract, or a business deal or focusing on the fine distinctions of a movement in a physical activity which…
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…
