Category Archives: Trusts

Divorcing? Here’s What You Should Know About How it May Affect Your Trust… Christine’s Family Wealth Secrets

Hi: Did you watch the eclipse this morning?  We looked at it through welding glass yielding a green crescent, and through “eclipse” glasses, yielding an orange crescent.  Both were interesting, and the eclipse cast a rather eerie shadow on the … Continue reading

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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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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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Does Your Parent Need Help With Finances? Start Here… Christine’s Family Wealth Secrets.

Hello- My spirits are soaring with the warm weather.  I am thrilled that we finally have blue skys even if just for a few days. The wet weather and overcast was a bummer. Driving to Stockton today I saw the … 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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Alert: If This Language Is In Your Trust, Your Spouse Could Get the Shaft When You Die … Check Your Plan Today!.. Christine’s Family Wealth Secrets

Hello. Well, if you can believe it, the next time I write, we’ll have a new president in the White House!  Like pretty much everyone else, I’m guessing, I’m anxious to see what will happen when Candidate Trump becomes President … 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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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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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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