As I prepare to go on vacation, all those projects that I was ‘going to get to’ seem to take on dramatically more importance. There is a certain amount of stress and desire to get it done before I leave. Don’t get...
About: The Stuart Legacy Alliance, LLC
Recent Posts by The Stuart Legacy Alliance, LLC
I was honored to meet Bill Moller as I talked with him about Estate Planning over the 4th of July weekend. (Click here to listen to our interview!) Speaking on the radio can be intimidating, especially when the studio...
Many people are being lulled into complacency thinking they don’t have to update or do estate planning because exemptions are so high that there is ‘no’ tax issue. This may not be quite true for two major reasons. One:...
Father’s Day
May 26, 2011 Family , Legacy , Messages From Michael The Stuart Legacy Alliance, LLC 0
Father’s day has different meanings to people. When I was growing up, it seemed that Dad worked a lot, but he also had a creative outlet that let him relax. He was very handy with woodworking and tools, and...
Remembering the Holidays
April 27, 2011 Family , Legacy , Messages From Michael The Stuart Legacy Alliance, LLC 0
Spring is a time when we come out of our doldrums from the winter, everything is in bloom and we can get back outdoors and enjoy the nice weather. It is also a time for family, especially around the holidays. ...
Helping Aging Parents
March 23, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0
Sometimes, our parents stand in the way of helping themselves. We ask about their estate plans, health care concerns, continuing care issues and the response is almost universally the same. They say they are not losing control, they don’t...
Take Advantage of Opportunities Now!
February 28, 2011 Asset Protection , Estate Planning , Exit Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0
Last year was certainly a challenging one from the standpoint of planning for taxes. Because of this many feel that they should wait to take action and that could have a very negative impact on their planning. Since Congress...
Congress finally has acted to extend certain tax breaks to all Americans allowing them a breather in an already tough economy. While we can all be thankful for not getting an unexpected tax increase, we should all remember that...
Is Your Estate Plan Ready for 2011?
November 17, 2010 Estate Planning , Family , Legacy , Wealth Preservation The Stuart Legacy Alliance, LLC 0
With only a few weeks left in the year, the likelihood that Congress will decide to extend the Bush-era tax cuts becomes smaller and smaller. In 2011, the Senate and House of Representatives will be controlled by different parties,...
What I Learned on My Camping Trip
August 16, 2010 Family , Legacy , Messages From Michael The Stuart Legacy Alliance, LLC 0
A couple of weeks ago, I decided that for my vacation this year I was going to go camping. I have gone camping since I was in my early twenties and have always enjoyed the experience. What made this...
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