Newsletters




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 …
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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 …
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“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 …
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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 …
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“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 …
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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 …
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Don’t Let This Happen To Your Family…

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 …
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Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygroup.com