Articles

May 2013 – Wealth Legacy Group, Inc.

What Do You Think It Is Worth? Creating Business Value, Part I Over the years I have been blessed with several very deep and meaningful friendships. Few have meant as much to me as my friendship with ‘John’. We have that rare kind of relationship ...
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Eliminate capital gains taxes when selling your business

How Can I Eliminate Capital Gains Taxes on the Sale of My Business? – Fore! It’s Right Down The Fairway

How Can I Eliminate Capital Gains Taxes on the Sale of My Business? Well, capital gains taxes are … wait for it … voluntary. Federal estate taxes are … voluntary. Generation skipping, gift tax, and so forth are … voluntary. You don’t have to pay ...
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Dec 2012 – Wealth Legacy Group, Inc.

I Am Not Afraid of The “Fiscal Cliff”… Hysteria! How many times do we need to be manipulated before we recognize that once again the media has whipped an issue into the level of Armageddon?  Does anyone remember the Y2K frenzy that came - and ...
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Nov 2012 – Wealth Legacy Group, Inc.

Once There Was A King … Once there was a king of a fair and far away land. The people of the kingdom were happy and industrious. The king had established his realm through hard work, a clever head for business, and by providing needed ...
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Oct 2012 – Wealth Legacy Group, Inc.

Giving is Magical The ‘magic of giving’ was never more evident to me than on Wednesday evening, October 24. The Center for Wealth & Legacy, a non-profit organization that I co-founded, held its biannual Leadership, Legacy and Inspiration Awards™ at the beautiful AMN Healthcare Services, Inc. conference facility, and the ...
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Sep 2012 – Wealth Legacy Group, Inc.

Please join me for two exciting events... Making Nonprofits a Co-Beneficiary - Sep 18 or Oct 3, 2012 I would like to invite you to attend a 30-minute webinar that I will be hosting on  titled "Making non-profits a co-beneficiary of found savings" featuring a new way ...
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Aug 2012 – Wealth Legacy Group, Inc.

Life happens … One afternoon early in January, I received a stunning text message … Peter Donnelly (name changed), the key employee of my client Dale Bingham’s company (name changed), had been killed in a freak accident. My client was just touching down at the airport, ...
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Jul 2012 – Wealth Legacy Group, Inc.

A ‘Perfect Plan’ or a ‘Perfect Storm’? Bill Clooney is an 87-year old family patriarch who has planned extensively for his retirement and for his family’s future. With his good health and lifestyle, he has had few concerns. As Bill and his wife Martha take ...
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May 2012 – Wealth Legacy Group, Inc.

Making a Positive Impact in Our Community And Our World The World’s Children, Men & Women – Lives at Stake “Water…every 20 seconds a child dies in the world from drinking unsafe water. - hold that thought for a moment, count off 20 seconds, a ...
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Apr 2012 – Wealth Legacy Group, Inc.

Doing Well by Doing Good Integrating Philanthropic Tools Into Your Lifestyle and Livelihood On Wednesday morning, May 9th, Tri-City Hospital foundation will be hosting a program for financial and estate professionals at the beautiful Tri-City Wellness Center in Carlsbad. My co-speaker Dawn Hall Cunneen and I will ...
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Mar 2012 – Wealth Legacy Group, Inc.

The Center for Wealth & Legacy presents Leadership & Legacy Seminar and "Inspiration Awards™" I hope you saved the date and will be joining me on Wednesday, April 25th at 5:30pm I am humbled and inspired by the stories of our award winners and nominees, ...
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Feb 2012 – Wealth Legacy Group, Inc.

Serious Decisions On Sunny Days Are you worried about the possibility of being the target of a frivolous lawsuit? Are you concerned about passing assets to your children, but then seeing half their inheritance walk away in the hands of an ex-spouse? Or, do you ...
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