There’s a moment that happens after the funeral. The house is quieter. The casseroles stop arriving. And someone eventually says, “Okay… what happens with the trust?” If you’ve been named as successor trustee, that sentence probably makes your stomach tighten a little. Most people don’t feel prepared for this role. They’ve never administered a trust…
Most Carlsbad homeowners don’t think about probate until someone close to them goes through it. That’s usually when the reality hits. What seemed like a straightforward situation someone passes away and leaves their home to their family, turns into months of paperwork, court filings, and waiting. It catches people off guard because they assumed having…
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…
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…
Prices and conditions are not fixed. To negotiate is to come to agreement with the objective of reaching a mutually acceptable result. If you don’t reach a result then you have lost nothing so you lose nothing by asking.
If you have the qualities of a leader. If you are a person well-liked, trusted, with a winning attitude who adds value and you die, you are no good to anyone. You can’t preserve wealth if you are hobbled by sickness, physical maladies unable to perform the work necessary to achieve to the level of…
What is meant by adding massive value? What is its purpose? If you think about it everyone is a salesman in some way or another of their product or service. Some are good at it and others are not. As a professional we weren’t taught to be salesman. We were taught to let our understanding…
Welcome to Straight Talk. We at Legacy Legal appreciate your enjoyment of our weekly insights on Mastering the Legacy Hierarchy ™, Building a Legendary Future and Creating Lasting Wealth. We hope you enjoyed the last 6 weeks of material on how to improve sales for your business. We will devote the next 5 weeks in…
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…
