SUCCESS STORIES Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Living Wealth and Legacy This edition unfortunately is marked by the tragic events in Boston on Patriot’s Day and the two “terrorist” bomb blasts that took the lives of a few and maimed…
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…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on Building Generational Wealth. Wealth in money, values, beliefs and traditions. Every opportunity to create buzz and excitement is just that. So the next time someone asks what’s new or what’s happening, instead of: Nothing or…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Death. The final frontier. No one wants to face the final conclusion so we do everything we can to avoid it. Plastic Surgery,…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Today I want to focus on a simple (not really) question that we get asked many times by people. Do I need a…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Happy New Year. Or is it. I can’t help but come back to some old cliches like “be careful what you wish for”…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Today I want to talk about lying and regulation. I read a great article about the human psychology behind lying. If we think…
Welcome to Straight Talk #5. We appreciate your enjoyment of our weekly commentary. Today’s comments concern risk. There is risk in everything we do. Crossing the street, driving our car, doing business and so forth. Everyone’s tolerance for risk is different. Some aren’t willing to take much risk at all. Others leap out of perfectly…
Welcome to Straight Talk Edition 2. Today I want to focus on Estate Taxes and Trusts. Back when President Bush was in office he enacted tax laws with a 10 year time window. Those ten years have passed and Congress extended the laws for 2 years. In the estate tax area, beginning January 1, 2013,…
We put together this survey because we want your feedback on how you would design your best estate planning experience in crafting a plan for you and your family to preserve and protect your wealth for generations. Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool. *** Use the scroll-bar on right…
