Category Archives: Wills

Why You Should Never Buy Your Will From Living Social or Groupon… Christine’s Family Wealth Secrets

Hello: The weather is awesome, finally cooling down. I hope to get out and walk to begin, in earnest, training for my 60 mile walk in November. I still have time to train but have been remiss in getting in … 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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When Duty Calls: Navigating the Sandwich Generation with Ease… Christine’s Family Wealth Secrets

Hello: Hope you’re starting your week out nicely. Cameron was away this weekend for his graduation trip to Disneyland and returned last night. He’s gearing up for his senior portfolio and getting all of his ducks in a row to … Continue reading

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Estate Taxes in Trump’s America… Christine’s Family Wealth Secrets

Hello. I had a call the other day from a gal calling on behalf of her father and step-mother.  Her father, in his 90s and step-mother in her mid 80s, had apparently had wills drawn up some time ago and … 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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Is Your Family “Too Young” to Need an Estate Plan?.. Christine’s Family Wealth Secrets

Happy 2017! We’re home, safe and sound from our fantastic holiday trip to the Netherlands and England and are now getting back into the groove of our normal work & school routine.  After the new year, it always seems to … 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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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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Talking with Your Family About Your Estate Plan… Christine’s Family Wealth Secrets

Hello: It’s the first day of spring break in the Cava Faulkner household. Cameron is with friends tubing in Tahoe, having a great time. We’re so pleased he is out in the world, having some great experiences. Daniel’s spring break … Continue reading

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Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return… Christine’s Family Wealth Secrets

Hello. Boy it’s sure been nice to see the sun these last couple of days  I’m all for rain and snow, but a break now and then is a good thing too. Nevertheless, let’s hope it keeps on coming–we NEED … Continue reading

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