Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Happy New Year. Or is it. I can’t help but come back to some old cliches like “be careful what you wish for”…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. As we approach the holiday season we wish you a Happy Holiday and a joyous and safe New Year. Given the timing of…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Today I want to talk about lying and regulation. I read a great article about the human psychology behind lying. If we think…
Welcome to Straight Talk #5. We appreciate your enjoyment of our weekly commentary. Today’s comments concern risk. There is risk in everything we do. Crossing the street, driving our car, doing business and so forth. Everyone’s tolerance for risk is different. Some aren’t willing to take much risk at all. Others leap out of perfectly…
Welcome Everyone to Straight Talk and we hope you had a pleasant Thanksgiving holiday. We appreciate your enjoyment of our weekly commentary. In a recent radio program on which I was a guest, we started off with the question of the purpose of taxes. The simple answer of course is to raise revenue or at…
Welcome to Straight Talk. We appreciate your enjoyment of our weekly commentary and we wish all of you a Happy Thanksgiving. Eat well, be healthy and enjoy family and friends. For me, it just feels like a good holiday season in spite of all that goes on in the world. For our family our daughter…
Welcome to Straight Talk Edition 2. Today I want to focus on Estate Taxes and Trusts. Back when President Bush was in office he enacted tax laws with a 10 year time window. Those ten years have passed and Congress extended the laws for 2 years. In the estate tax area, beginning January 1, 2013,…
Greetings! Dear Clients, Colleagues and Friends There comes a point in life when a person has a chance to own their purpose and passion. That time has come for me. I love to educate. That’s why I hold workshops. That’s why when I meet with clients I want them to be clear and realistic about…
We put together this survey because we want your feedback on how you would design your best estate planning experience in crafting a plan for you and your family to preserve and protect your wealth for generations. Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool. *** Use the scroll-bar on right…
