Category Archives: Inheritances

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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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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(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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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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Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead… Christine’s Family Wealth Secrets

Hello! I should be used to these 100 degree days into September by now, but I’m not.  Indian Summer is what I think it’s called. This, coincidentally, is the name of a fantastic drama on PBS’s Masterpiece series, which I … Continue reading

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Kelly Clarkson Starts Blended Family: What She Needs to Consider… Christine’s Family Wealth Secrets

Hello. Things have been pretty busy, as usual, around the Cava-Faulkner house.  Cameron is involved in his construction/real estate internship for the next week or so in Texas, which is a great opportunity for him not only to be exposed … Continue reading

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Parenting: Build Your Child’s Resilience to Support Their Ultimate Success… Christine’s Family Wealth Secrets

Hello. As is probably the norm for many families during the summer, everyone is going a thousand different ways.  Of course, we’re busy with work, and I’m working on training for the Susan G. Komen 3-Day walk this November.  Daniel … 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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What to Do With a Cash Windfall… Christine’s Family Wealth Secrets

Hi and Happy Monday: Dave and I blew into Tempe for a quick visit with Daniel and to look at real estate. We believe buying a rental for Daniel and entourage is savvy, considering the very high cost of room/board … Continue reading

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