Category Archives: Beneficiaries

Commit to Your Estate Plan Before Committing to a Trip Away… Christine’s Family Wealth Secrets

Hello: Family vacations are standard operating procedure for summertime. The kids are out of school and the weather is warm. Before embarking on your family time, please seriously consider scheduling an appointment at our office to put your planning in … Continue reading

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How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets

Hello and Happy Monday: We are excited to tell you about our event at Barsetti’s Winery in Galt, on June 22, 2017 at 6:30.  Wine Tasting on Us!! Yep you heard that right. We have limited space so RSVP to … Continue reading

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Leaving Without a Plan: Prince Didn’t Leave a Will & Here’s Why You Should… Christine’s Family Wealth Secrets

Hello- I hope you had a lovely Mother’s day with your mother, wife  or daughter. I enjoyed a lovely brunch a la Daniel, Cameron and Dave comprised of Crepes Suzette (yes my kids are adventurous in the kitchen indeed, bacon … Continue reading

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(Re)Defining Family: Estate Planning for the Post-Nuclear Family… Christine’s Family Wealth Secrets

Hello. It’s amazing to me that tomorrow is the last day of February! I’ve had a list of projects to start or work on, and some to finish.  I told myself that if I started soon after the holidays, by … Continue reading

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Power of Attorney – What is it and Is it Enough?.. Christine’s Family Wealth Secrets

Hello- Another Monday here yet again. This weekend, one of our very tall Eucalyptus trees toppled.  The ground was just too wet and winds too high.  The wind this weekend was pretty strong where we are and I feel lucky … Continue reading

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Estate Planning After Marriage Equality: What All Couples Should Know… Christine’s Family Wealth Secrets

Hello from London! London is certainly a wonderful city and it’s especially so during the holidays, what with the vendors in Piccadilly Circus selling chestnuts, still warm from roasting, glittering lights and holiday displays at Harrods & Selfridges, and the … Continue reading

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Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Hi there: Hope you are starting your holiday week happy and healthy. I attended a few holiday parties and quite a few folks were out sick.  We are out of town for a holiday adventure of our own, just the … Continue reading

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Work-Life Balance… Christine’s Family Wealth Secrets

Hi. Christine is enduring the oven that is Arizona, having gone down with her oldest son, Daniel, and his girlfriend, Serena, to help get them settled into their cool new college pad.  She emailed today and said she’d been out … Continue reading

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Are You Leaving Your Retirement Account at Risk Due to Poor Planning?.. Christine’s Family Wealth Secrets

Hello. Both Daniel and his girlfriend, Serena, are home from their freshman years in college.  Boy did that year go by fast– for me anyway     And, unlike some of us who took time during summer vacation to, well, vacation, … Continue reading

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Recent Superstar Death Brings Estate Planning to the Forefront of Discussion… Christine’s Family Wealth Secrets

Hello- We returned from Arizona last night after picking up Daniel who finished his first year of college and his first lacrosse season. We also are in contract to purchase a house in Tempe for Daniel and friends to rent … Continue reading

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