Legacy Articles
Our children hold our economic future in their hands. As frightening as
that may seem, the fact is how they learn to handle money and how they
learn to save...
It’s a fact…according to the 2000 U.S. Census, the number of unmarried
partner households rose 72% nationwide during the ’90s. Changing values
and economic conditions have...
I recently became an advisor to a group of grade and middle school
students participating in a stock market simulation game. Sponsored by
Cal State Hayward, the game allows student teams from around the country
to...
One of the seemingly easier tasks involved in the purchase of life
insurance is naming the beneficiary. An agent with pen in hand asks the
applicant, “Who will get the cash?” The applicant looks at his/her
spouse and without a thought replies...
Giving the family home to the kids may not be your idea of prudent
estate planning, but in fact, passing the family home or a second home
on to the next generation can have definite tax advantages. A qualified
personal residence...
Among life’s important little lessons to pass along to our children is
how to handle money. Shrinking stock market returns are echoing through
family structures, and where there was once...
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