Category Archives: Trusts

Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens…. Christine’s Family Wealth Secrets

Hello, I don’t know about you, but when my kids were young… well lets be real, even now, I worry about them. That’s why, when my kids were young, I did what I could to make sure that if something happened … Continue reading

Posted in Beneficiaries, Caregiver, Death, Estate Planning, Ezine, Guardianship, Incapacity, Parenting, Special needs, Trusts, Wills | Comments Off on Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens…. Christine’s Family Wealth Secrets

The Ins and Outs of Collecting Life Insurance Policy Proceeds…..Christine’s Family Wealth Secrets

Hello: I spent the weekend in Kings Beach on a getaway with Dave. It was nice to get up to Lake Tahoe… have not been for several years. Kings Beach has changed a lot. We noticed that the movie theater … Continue reading

Posted in Asset Protection, Beneficiaries, Court, Death, Estate Planning, Ezine, Guardianship, Healthcare Directives, HIPPA, Incapacity, Inheritances, Insurance, Lawsuits, Medical Power of Attorney, Parenting, Probate, Quality of Life, Trusts, Wills | Comments Off on The Ins and Outs of Collecting Life Insurance Policy Proceeds…..Christine’s Family Wealth Secrets

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2…Christine’s Family Wealth Secrets

Hello and Happy Labor Day, I took the opportunity to celebrate Labor Day by not working the entire weekend. Today I’m returning from Southern California, Yucca Valley to be specific after a weekend with the girls, in the desert. Hope … Continue reading

Posted in Asset Protection, Beneficiaries, Caregiver, Court, Durable Power of Attorney, Estate Planning, Ezine, Financial, Inheritances, Investing, Lawsuits, Trusts, Wills | Comments Off on Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2…Christine’s Family Wealth Secrets

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1….Christine’s Family Wealth Secrets

Hi, I hope your week is starting out great. We are traveling to Yucca Valley for a girl’s trip over Labor Day. Ever since Daniel started at ASU 3 years ago, I’ve wanted to visit Joshua Tree National Park. Now … Continue reading

Posted in Beneficiaries, Caregiver, Court, Death, Divorce, Ezine, Guardianship, Healthcare Directives, HIPPA, Incapacity, Inheritances, Insurance, Medical Power of Attorney, Parenting, Pets, Trusts, Wills | Comments Off on Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1….Christine’s Family Wealth Secrets

Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs ….Christine’s Family Wealth Secrets

Hello, This has been a difficult weekend for our family. Our youngest son Cameron lost one of his good friends from kindergarten on Friday night. It’s been very hard on him and his close group of friends. These situations remind … Continue reading

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Ezine, Guardianship, Inheritances, Insurance, Medical Power of Attorney, Parenting, Probate, Special needs, Success, Trusts | Comments Off on Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs ….Christine’s Family Wealth Secrets

Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning….Christine’s Family Wealth Secrets

Hello,  I am busy planning, planning & planning. We are planning a fun event at Oak Farm vineyards in Lodi on Saturday, August 25, just for fun. If you’re interested, please RSVP directly to my office. I’m also busy planning … Continue reading

Posted in Asset Protection, Beneficiaries, Blended, Celebrity, Conservatorship, Court, Death, Divorce, Estate Planning, Financial, Guardianship, Inheritances, Insurance, Lawsuits, Legacy, Parenting, Probate, Trusts, Wills | Comments Off on Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning….Christine’s Family Wealth Secrets

I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1… Christine’s Family Wealth Secrets

Hi: I had an eventful, fitness weekend.  I walked both Saturday and Sunday with my walking group Hands up for Hooters, and attended a gait clinic at Fleet Feet on Saturday morning to fix what is wrong with my form … Continue reading

Posted in Beneficiaries, Celebrity, Death, Divorce, Estate Planning, Inheritances, Pets, Probate, Trusts, Wills | Comments Off on I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1… Christine’s Family Wealth Secrets

The Key Differences Between Wills and Trusts… Christine’s Family Wealth Secrets

Hi there.  It’s Jean Marie this week. Christine and her family have been on their trip of a lifetime in Spain for over 2 weeks.  They are walking the Camino del Santiago, which is a network of pilgrimage routes to … Continue reading

Posted in Beneficiaries, Death, Estate Planning, Incapacity, Inheritances, Insurance, Probate, Trusts, Wills | Comments Off on The Key Differences Between Wills and Trusts… Christine’s Family Wealth Secrets

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

Posted in Beneficiaries, Death, Durable Power of Attorney, Estate Planning, Healthcare Directives, HIPPA, Incapacity, Insurance, Lawsuits, Medical Power of Attorney, Parenting, Trusts, Wills | Comments Off on Before Your Kids Leave For College, Make Sure They Sign These Documents… Christine’s Family Wealth Secrets

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