Newsletters




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 …
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“You Had Me At ‘Capital Gains Taxes Are Voluntary’”

I recently received a call from a long-time client who is selling a valuable piece of real estate. He was extremely frustrated by the enormity of taxes he will have …
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Are You Successfully Preparing Your Heirs for Wealth?

I was recently contacted by a successful restaurateur. He has a number of children in the family business, and some who are not. He was interested in minimizing or even …
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Using a Family Council to Prepare Your Heirs

Are you properly preparing your heirs for their inheritance? In January’s newsletter I shared of a discussion with a prospective client wishing to do estate planning for his $40M empire …
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Will You Outlive Your Retirement Income?

How long do you expect to live? When I ask people this, they invariably tell me how old their parents or grandparents were when they died… Wrong answer! Because of …
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Does Captive Insurance Have Anything to do with Somali Pirates? – Wealth Legacy Group, Inc.

A captive insurance company is a self-insurance option that has become increasingly popular in smaller to medium-sized US businesses that are very profitable.  These “captives” historically insured workers compensation, medical …
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“The Thrill is Gone” for Prince’s & B.B. King’s Heirs – Wealth Legacy Group, Inc.

We interrupt our three-part article on “The 12 Pitfalls & Traps That Will Keep You From Retiring Well” to discuss recent events in the music world in this month’s Imagine …
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12 Pitfalls & Traps That Will Keep You From Retiring Well

What is the life expectancy of an American today who is age 70?  Did you know that it is now 97.4 years of age using a blended table of male/female …
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Do You Know What Questions To Ask For Your “Investment Audit?”

I recently met with a new client (let’s call him “Steve” – not his real name) to do an audit of his investments as well as the investments of his …
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