Latest Blog Posts for The Center for Wealth & Legacy Studies

• Delaware Statutory Trusts or DSTs Are The New Investment Rave
  on Feb 12, 2013 in Uncategorized
  Delaware Statutory Trusts A Delaware Statutory Trust, or DST as they are often called, is a separate legal entity created essentially like a business trust under the state of Delaware statutes. Qualifies for 1031 Exchange Treatment The purchase or...
• BREAKING NEWS: Brent Bonine Joins Exeter 1031 Exchange Services, LLC
  on Feb 12, 2013 in Uncategorized
  Brent Bonine Joins The Exeter Group of Companies William L. Exeter announced today that Brent Bonine has joined The Exeter Group of Companies, which includes Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC and Exeter IRA Services...
• Time to Update Your Retirement and Estate Plan!
  on Feb 12, 2013 in Uncategorized
  Guilty As Charged! Are you guilty?  You know who you are.  Come on, admit it.  I’m guilty – I admit it.  Those of us who actually take the time and commit the resources to putting our retirement and estate affairs in order, including...
• 2012 Inspiration Awards Ceremony Announced
  on Feb 12, 2013 in Uncategorized
• It’s Your Move
  on Feb 12, 2013 in Uncategorized
  I read the following advice this morning in an email I received from personal coach, Kit Grant. I think it is what separates real leaders at every level from all others. “If a man is to move the world, he must first move himself.”  … S...
• Inspiration Awards Ceremony to be Held October 26, 2011
  on Feb 12, 2013 in Uncategorized
  The Center for Wealth & Legacy announced that its next semi-annual Inspiration Awards™ will be held on October 26, 2011.  Click here to read the news release.
• Money Management for Teenagers!
  on Feb 12, 2013 in Uncategorized
  Finally, a money management and budgeting class for teenagers! This is truly an educational financial managmenet program whose time has come.  I’ve seen way too many young adults, as well as mature adults, who really have absolutely no clu...
• Happy Valentines Day
  on Feb 12, 2013 in Uncategorized
  The team at The Center for Wealth & Legacy would like to wish each of you a very Happy Valentines Day.
• San Diego Food Bank Event Provides Perspective
  on Feb 12, 2013 in Uncategorized
  On June 23, 2010 the Center for Wealth & Legacy organized it’s annual trip to the San Diego Food Bank to provide an opportunity to give back to those in need in our communities.  We often go about our busy lives and don’t realize that many p...
• Federal Reserve is Winding Financial Bailout/Rescue Package Down
  on Feb 12, 2013 in Uncategorized
  Today, just two (2) years after a financial meltdown threatened the United States and the world, with the collapse of Bear Stearns and Lehman Bros., and Fannie Mae and Freddie Mac heading down under as well…The Federal Reserve’s financial res...

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