Category Archives: Beneficiaries

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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The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages… Christine’s Family Wealth Secrets

Hello. At this very moment, Christine and family are headed home from their short jaunt in Iceland. As expected–it’s called Iceland for a reason!–they’ve all had to endure lots of cold, snow and ice.  Just the thing to put them … Continue reading

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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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