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. Death. The final frontier. No one wants to face the final conclusion so we do everything we can to avoid it. Plastic Surgery,…

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. Many people have heard of art history. Today’s Straight Talk will be about tax history. I know what some of you may be…

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 focus on a simple (not really) question that we get asked many times by people. Do I need a…

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. Last week we provided our readers with a special edition on the new tax law. This edition we thought we would continue the…

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…

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…

Legacy Legal is pleased to provide you with a brief summary of the Supreme Court Ruling upholding the Health Insurance Law commonly known as Obamacare.  As with all things in law, fine and minute distinctions make significant differences in outcomes. 1.  The Justices ruled that the lawsuit itself was a lawsuit that was permitted.  This may sound strange…

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