Category Archives: Estate Planning

Commit to Your Estate Plan Before Committing to a Trip Away… Christine’s Family Wealth Secrets

Hello: Family vacations are standard operating procedure for summertime. The kids are out of school and the weather is warm. Before embarking on your family time, please seriously consider scheduling an appointment at our office to put your planning in … Continue reading

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What Happens to Your Body When You Die? The Choice Can Be Yours… Christine’s Family Wealth Secrets

  Hi: Well, ever so slowly we’re making progress on clearing our property. This has been, and continues to be, such a weird weather year (for instance it appears that it may rain again today), which makes it difficult to … 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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Generational Wisdom in 32 Questions… Christine’s Family Wealth Secrets

Hello: One day and counting to Cameron’s graduation. Yipee!  We are excited for Cameron to matriculate and begin a new chapter of his life.  It is an exciting time for our family, especially Dave and I, watching our youngest graduate … 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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Defining the Legal Relationship Between Grandparents and Their Grandchildren… Christine’s Family Wealth Secrets

  Hello and Happy Monday: I had a wonderful, relaxing girls’ weekend in San Luis Obispo.  Mostly, I enjoyed sleeping in, and shopping with my girlfriends. I have never been to SLO, and enjoyed my time away tremendously. We wine … 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 Planning and Divorce: Incapacity, Death and Alimony Considerations… Christine’s Family Wealth Secrets

Hello: I got my wish. It is a beautiful day and though we did not finish much needed yard work over the weekend, we made a good dent in. As a bonus, the lovely weather lifts my spirits and makes … Continue reading

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Helping Employees Access Health Care While Easing the Burden on Small Businesses… The Christine Chronicles

Happy St. Patrick’s Day! As an Irish Lass, both in ancestry and in spirit, March 17th is always a day I look forward to.  But I must say, like many other celebration days in the U.S., things seem to gone rather … Continue reading

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Estate Planning Essentials for Parents… Christine’s Family Wealth Secrets

Hello- My youngest son is set to graduate this year, and I realize how time passes so quickly. We visited our eldest son Daniel in AZ over the weekend, who just turned 20.  Wow, very proud of these young people … Continue reading

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