Category Archives: Trusts

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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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

Posted in Estate Planning, Trusts | Comments Off on 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