Most people create their estate plan and never really think about it again. It gets filed away, tucked in a drawer or maybe left with the attorney, and life just goes on. The problem is that life rarely stays the same for long. Families grow, finances change, and laws in California continue to evolve. If…
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 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…
