Articles

Dec 2011 – Wealth Legacy Group, Inc.

Can You Really Put Your Money Where Your Heart Is? What if I told you that paying capital gains taxes - estate taxes - and to some extent even income taxes … is voluntary? What if I told you that you could sell appreciated capital ...
Read More
/ Uncategorized

Nov 2011 – Wealth Legacy Group, Inc.

Greetings, I am pleased to announce Wealth Legacy Group's participation in Our Greater San Diego Vision, an unprecedented effort to plan for the future of the greater San Diego region. You might wonder why this is so important, so take a quick look at what's at ...
Read More
/ Uncategorized

Oct 2011 – Wealth Legacy Group, Inc.

Connected, Challenged & Inspired Are you using your 4 T’s to make a difference in our community and our world?  Some special people are…The Center for Wealth & Legacy is a non-profit organization, with a mission to enhance our communities and create a positive social ...
Read More
/ Uncategorized

Sep 2011 – Wealth Legacy Group, Inc.

CASH BALANCE PLAN Dr. Timothy Maxwell has been in practice for over 25 years. He’s in his early 60’s and starting to give thought to what his retirement is going to be like. He’s looking forward to the ‘golden years’, but like all of us ...
Read More
/ Uncategorized

Aug 2011 – Wealth Legacy Group, Inc.

“Unsticking The Stuck!” Tom and Edna own a heating and air conditioning company started by Tom’s father 40 years ago. They have weathered their share of challenges, but overall, the company has been quite successful. Tom‘s vision is to develop the high end of the company and ...
Read More
/ Uncategorized

Jul 2011 – Wealth Legacy Group, Inc.

The Difference Between Success and Failure... My good friend, colleague, and attorney, Anne, had a client who needed to create a Board of Directors for his growing company. Anne and her client understood that most companies realize greater success by creating a Board. However, Anne’s experience ...
Read More
/ Uncategorized

Jun 2011 – Wealth Legacy Group, Inc.

“Golden Handcuffs” Are Not XXX Rated! Tom Rogers is a business owner in the Construction industry. He relies on four key vice-presidents to help run his very successful business. Their salary and benefit packages are well above the industry standard. All four vice-presidents own their ...
Read More
/ Uncategorized

May 2011 – Wealth Legacy Group, Inc.

“Imagine That …”   Finding Fulfillment in Helping Our Community Imagine if you had to tell your child to drink another glass of water because there just wasn’t any food to eat? Have you ever been hungry for one hour? One day? Join me, my friends, ...
Read More
/ Uncategorized

Apr 2011 – Wealth Legacy Group, Inc.

“Imagine That …” On the horns of a dilemma... Case Facts: Henrietta Mater is a cheery 95 year old widow with no living heirs – and significantly diminished cognitive abilities. For this reason, she is being represented by both a respected private fiduciary with a ...
Read More
/ Uncategorized

Mar 2011 – Wealth Legacy Group, Inc.

“Imagine That …”   Hope Is Not A Strategy Mary and John (ages 65 and 64) are having a conversation about their estate and business. They have two grown children; David, 39, is married with a small family. He and his wife are both pharmacists ...
Read More
/ Uncategorized