Category Archives: Trusts

Before Your Kids Leave For College, Make Sure They Sign These Documents… Christine’s Family Wealth Secrets

Hello, This weekend was a weekend of work for me. I enjoyed a Friday night out with Dave….dinner and a movie, but that was it for fun. I am on a fast countdown to our departure in about six weeks … Continue reading

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Estate Planning Tips for Ensuring Your Pets Are Properly Cared For… Christine’s Family Wealth Secrets

Hello, I am feeling amazing after having the brilliant idea to work on our lawn yesterday. Despite being slightly sunburned, we mowed a reasonably substantial portion of our property. While I know this sounds like nothing special, having close to … Continue reading

Posted in Beneficiaries, Caregiver, Charitable groups, Death, Estate Planning, Financial, Guardianship, Healthcare Directives, Incapacity, Pets, Trusts, Uncategorized, Wills | Tagged , , , , , , , , , , , , | Comments Off on Estate Planning Tips for Ensuring Your Pets Are Properly Cared For… Christine’s Family Wealth Secrets

Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

Hello: I am off and running this Monday.  I have my two backpacks and walking shoes and plan to make a decision about which backpack I will use in Spain. I plan to walk the Camino de Santiago from mid … Continue reading

Posted in Asset Protection, Beneficiaries, Blented Families, Celebrity, Death, Divorce, Estate Planning, Ezine, Financial, Guardianship, Healthcare Directives, Incapacity, Inheritances, Investing, Lawsuits, Legacy, Parenting, Probate, Same Sex, Success, Trusts, Wills | Comments Off on Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

Common Estate Planning Issues You Must Navigate When Contemplating a Second (or more) Marriage… Christine’s Family Wealth Secrets

Hello, I’m in Scottsdale Arizona at the moment about to embark on the go to local hike…..Camelback. I’m looking forward to hitting the trail with my son Daniel and his girlfriend Serena. We celebrated Daniel’s 21st birthday yesterday and it was great … Continue reading

Posted in Beneficiaries, Blented Families, Death, Divorce, Estate Planning, Financial, Financing, Guardianship, Incapacity, Inheritances, Insurance, Parenting, Trusts, Wills | Comments Off on Common Estate Planning Issues You Must Navigate When Contemplating a Second (or more) Marriage… Christine’s Family Wealth Secrets

Same-Gender Couples Still Face Legal Challenges Over Parental Rights… Christine’s Family Wealth Secrets

Hello- We had hoped to get our lawn mowed before it rained again but that did not happen. So happy that we’ve got some rain coming our way and cool weather which will help the snow stick. I’m hibernating today, … Continue reading

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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

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Financial, Guardianship, Inheritances, Legacy, Quality of Life, Trusts, Wills | Comments Off on What to Expect From An Initial Estate Planning Appointment With Us… Christine’s Family Wealth Secrets

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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Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

Happy Tuesday: I hope you had a wonderful holiday.  We had a very low key Christmas, with a few gifts, but mostly sleeping in, hanging out in our PJs and cooking dinner. Our holiday was really about spending time together, … 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

Posted in Asset Protection, Beneficiaries, Death, Divorce, Estate Planning, Inheritances, Lawsuits, Trusts | Comments Off on Easy Mistakes to Avoid When Passing Assets to Your Child… Christine’s Family Wealth Secrets

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

Posted in Asset Protection, Death, Elderly, Lawsuits, Trusts | Comments Off on Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?.. Christine’s Family Wealth Secrets