Category Archives: Beneficiaries

The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case… Christine’s Family Wealth Secrets

Happy Thanksgiving week! We are back from our 60 mile walk in San Diego.  Our group of walkers in San Diego raised $6.5 million to fund research, and breast cancer education.  I have sore feet, a few blisters and much … 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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How Legal Planning Helps Build a Strong Blended Family… Christine’s Family Wealth Secrets

Happy Monday: We are headed out to Morton’s tonight for a team appreciation night. I’m thrilled as I have not yet been to Morton’s. They have a very nice Halloween menu, which provides an opportunity for us to enjoy this … Continue reading

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Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not? .. Christine’s Family Wealth Secrets

Hello: Hope you enjoyed the fall weather. I spent most of the day Saturday, from about 7:00 am until 2:45 PM walking, with my Komen walking team.  I got lost and actually walked 20 miles! Oops. My walking partner Nicolette … Continue reading

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Could an Out of Date Will Leave You Facing Eviction?.. Christine’s Family Wealth Secrets

Hello- I had another somewhat low key weekend.  I house sat for a friend, watching her pooches along with my own.  I enjoyed the change of scenery, and the quiet of being away from my own home with all of … 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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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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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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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

Posted in Beneficiaries, Celebrity, Death, Estate Planning, Guardianship, Legacy, Trusts, Wills | Comments Off on Leaving Without a Plan: Prince Didn’t Leave a Will & Here’s Why You Should… Christine’s Family Wealth Secrets