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Thanksgiving: What Would You Have Tomorrow If . . .

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Happy Thanksgiving! Really? I have heard more than one person say …
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“The ABCs of DSTs!” (Delaware Statutory Trusts)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Legend has it, Delaware got its nickname “The Diamond …
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Here’s Why 2021 Is The Best Year To …

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Are there organizations out there doing great things to …
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Is A QTIP Useful For More Than Earwax? (You’ll Be Surprised!)

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Say the word “Q-tips®” and the first thought most will have is …
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It May Be “Home Sweet Home,” But Your Home’s Title Is “Tax Ugly!” Titling Your Community Property Home For Tax Efficiency – What You Need To Know & Do

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA During our proprietary “Critical Actions Roadmap™ – Discovery Meeting” …
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The Tragic Death of Black Panther Star, Chadwick Boseman, Is A Reminder Of This . . .

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Chadwick Boseman was a Hollywood actor, director, writer and producer who left …
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Taxes Going Up? I’m Not Worried

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA  Did you know that today’s tax rates are some of the …
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Control the Controllables

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Our country has been devastated by the impact of the coronavirus in …
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Giving Thanks In The Midst Of Trying Times

By R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP | Wealth Legacy Group®, Inc. | San Diego, CA Happy Thanksgiving! Really? I have heard more than one express they cannot …
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