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…

A little known rule that was passed at the beginning of 2013, as part of the American Tax Relief Act: the rule is called Portability.

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. MYTH NUMBER 1: THE 16th AMENDMENT TO THE U.S. CONSTITUTION IS INVALID AND YOU DON’T HAVE TO PAY TAXES. This is a myth perpetuated by…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. I had the pleasure of attending an event in Los Angeles over the week-end. Being in Los Angeles where I am from was a disaster….

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. Over the past few months we have been working with successful business owners to provide advanced tax planning benefits and ongoing business and wealth building…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. As a reminder, we are holding a very special event on Wednesday, September 18, 2013. It is called the Business Legacy Mentoring Breakfast Series for…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Future and Creating Lasting Wealth and Legacy. All of us at Legacy Legal extend our desire that your holidays were safe and rich in experience. It is hard to believe we are…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building a Legendary Life and Creating Lasting Wealth and Legacy. Over 3-5 years I have been transforming, creating, and crafting a message that transcends the transactions we do every day and the focus simply on…

CORRECTION: The date for the Business Legacy Mentoring Series is Wednesday, September 18, 2013 from 7:30-9:00 A.M. SPECIAL ANNOUNCEMENT: Please tune in to It’s Your Money not Theirs at 7:00 P.M. on Saturday August 10, 2013, on KFMB Radio 760 AM where I will be a guest discussing today’s topic, exciting new changes and the…

SAVE THE DATE: Wednesday, September 18, 2013 from 7:30-9:00 A.M. What: Accelerate Business and Personal Impact Where: Corporate Alliance located at 9171 Towne Center Drive, Suite 180 San Diego, CA 92122 Why: To network, be inspired, and receive valuable coaching and tools to bring back to your business.

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