This is part two of the Business Essentials Series. Business Essential #2 – Wealth What do Business Owners Want? More transactions, more relationships, more free time, less costs, less taxes, better employees, better products, higher sales and higher margins. Over the next few weeks I am going to promote a running dialogue as if you…
I belong to a company known as Frontier Trainings where we learn speaking, facilitation, tools and skills in business. We do this in a style of learning that is experiential which means interactive and actively engaged where we do exercises and play games. In the games there are certain tasks and objectives and most of…
Do I need a living trust in California? My partner Jay came across an article in Kiplinger’s personal finance magazine entitled “Why You Don’t Need a Living Trust”. After reading the article I sent an email to the appropriate department lambasting them for writing such an irresponsible and misrepresented piece. The most shocking part was…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Creating Lasting Wealth and Legacy If I may boast just a bit, the workshop last Saturday was a smashing success and I want to thank those who attended. One of the outcomes that is most…
SUCCESS STORIES Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy This edition unfortunately is marked by the tragic events in Boston on Patriot’s Day and the two “terrorist” bomb blasts that took the lives of a few and maimed…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy. In this edition we will summarize some of the latest trends in Living Wealth and Legacy as compiled by U.S. Trust. One of the unique features of this survey was that…
A Legacy of Caring Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy. On Saturday May 4, 2013. 9:00-3:00, at the Doubletree Hotel in Del Mar, California, I will be conducting a one of a kind interactive workshop along with…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building Generational and Family Wealth in California. PLEASE SAVE THE DATE: Saturday May 4, 2013. 9:00-3:00 We will be conducting a one of a kind interactive workshop along with renowned family business advisor and executive…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building Generational Wealth. PLEASE SAVE THE DATE: Saturday May 4, 2013. 9:00-3:00 We will be conducting a one of a kind interactive workshop along with renowned family business advisor and executive consultant Ken Druck who…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building Generational Wealth. Building Generational Wealth is about more than just money. It is about wealth in values, beliefs and traditions. There are 4 keys to Building Generational Wealth. Key number one is personal power….
