This is part five of the Business Essentials Series. Business Essential #5 – How Do We Protect 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. Lions and Tigers and Bears. Oh My. Sole Proprietorships, General Partnerships, Corporations,…

This is part four of the Business Essentials Series. Business Essential #4 – Four Strategies to Make Money 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. We hope you are finding this interactive method of providing you valuable…

This is part one of the Business Essentials Series. Business Essential #1 – Being Unique 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 do something different. I am going…

Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy REMEMBER: What Will Your Footprint Be? A Legacy of Caring Saturday May 4, 2013. 9:00-3:00 at the Doubletree in Del Mar. Learn why do good plans fail, steps you can take…

Welcome to Straight Talk. We at Legacy Legal Estate Planning and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy What is a Legacy Footprint and why do we care? In my workshops when I ask the question how many of you like to control the decisions that you…

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…

Welcome to Straight Talk. We at Legacy Legal Estate Planning and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy. REMEMBER: What Will Your Footprint Be? A Legacy of Caring Saturday May 4, 2013. 9:00-3:00 at the Doubletree in Del Mar. Learn why do good plans fail, steps you…

Last week we looked at some of the traits of people who build wealth for generations. Today we will explore some of the habits of those people. Habits that you can adopt if you are willing to do so. Generational Wealth Building: A FIRST HABIT OF A GENERATIONAL WEALTH BUILDER IS THEY COMMUNICATE Most people…

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. 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…

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