There is a moment after losing someone when the world goes strangely quiet. Practical tasks wait in the background, but grief usually comes first. Once the initial shock fades slightly, the reality of what your loved one left behind begins to surface. Many families discover during this time that there is no will, no list…
Families who think seriously about their future often discover that real planning stretches far beyond the next few years. It even stretches beyond their own lifetimes. They picture their children building lives of their own, then imagine the grandchildren who will follow, and sometimes they even try to imagine the faces of great-grandchildren they may…
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…
There are two kinds of trust in wealth preservation. First is the trust that makes the world go round. If you don’t trust someone you won’t do business with them. If you don’t trust someone you won’t play sports with them. If you don’t trust someone you won’t socialize with them. Trust is the foundation…
According to Jim Collins, a professor at the University of Boulder, Colorado and writer on how businesses become highly successful in books such as Good to Great, Great by Choice and Built to Last, he suggests there are 13 styles of Leadership and 5 different Levels of Leaders. The 13 Styles Are: 1. CHARISMATIC Tend…
Excellence is aiming to be the very best. It doesn’t mean that you have to be the very best but to be excellent means having a willingness, ability and making sacrifices. Although perfection would be ideal, it’s also somewhat unattainable so we have a saying. Aim for perfection, settle for excellence. In my field there…
THE Legacy Hierarchy™ STAGE 2: SECURITY – ASSET PROTECTION Many times we are asked questions about asset protection. This week I will review some of the basic trends and ideas in this area. What is asset protection? Simply put, asset protection are the strategies and tactics to protect what you own against potential or future…
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. Once trust and rapport has been established, the fourth step up the Sales Mountain is the most crucial. This step could lead you further up the mountain…
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.
