Category Archives: Trusts

What to Expect From An Initial Estate Planning Appointment With Us… Christine’s Family Wealth Secrets

Brr, it finally feels like winter. I walked my dogs about 3.5 miles this morning in the cold, and it was so quiet.  I listened to my Spanish tutorial and practiced during my walk.  I am at the point in … Continue reading

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Pay For a Loved One’s Education With an Education Trust Fund… Christine’s Family Wealth Secrets

Hi: I am hobbling around with a hot water bottle after back pain began on Saturday.  Taking it easy is really frustrating when there is much work to be done. Nevertheless, I am forced to slow down at work and … Continue reading

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Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

Happy Tuesday: I hope you had a wonderful holiday.  We had a very low key Christmas, with a few gifts, but mostly sleeping in, hanging out in our PJs and cooking dinner. Our holiday was really about spending time together, … Continue reading

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Easy Mistakes to Avoid When Passing Assets to Your Child… Christine’s Family Wealth Secrets

Hello- We have been so busy, Monday blew right by and we did not get our newsletter out. We are heading out tomorrow night for our Komen adventure, which will begin Friday and extend through Sunday. 20 miles a day … Continue reading

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Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?.. Christine’s Family Wealth Secrets

Hello: I had a quiet weekend at home, something I have not enjoyed for years. I did however walk 17 miles so I was not a complete couch potato.  Dave and I enjoyed some down time now that the kids … Continue reading

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How to Buy Life Insurance Like a Pro… Christine’s Family Wealth Secrets

Hi- We had an interesting day in San Francisco yesterday at the last Giants home game of the season at AT&T park. We spent time watching the game from the Gotham Club, a members only club, with great views of … Continue reading

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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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