Category Archives: Guardianship

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 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

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated… Christine’s Family Wealth Secrets

Hi: Today our article outlines a rather unknown part of the law pertaining to conservatorship of an adult person. Whenever I discuss this process, my clients are usually mortified at the prospect, no matter how remote the possibility. We discuss … Continue reading

Posted in Conservatorship, Court, Durable Power of Attorney, Estate Planning, Guardianship, Healthcare Directives, Incapacity | Comments Off on What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated… Christine’s Family Wealth Secrets

6 Steps to Select and Name the Right Guardians for Your Children—Part 2… Christine’s Family Wealth Secrets

Hello and Happy Monday: Wow, the 4th of July will be moderate, and not oppressively hot this year. We will likely spend time with friends/family in the pool & BBQing. We’ve been working on plans to remodel parts of our … Continue reading

Posted in Estate Planning, Guardianship, Parenting | Comments Off on 6 Steps to Select and Name the Right Guardians for Your Children—Part 2… Christine’s Family Wealth Secrets

Steps to Select and Name the Right Guardians for Your Children… Christine’s Family Wealth Secrets

  We are back and up and running.  We returned from Spain on Wednesday 6/20/18, having walked 500 miles over 33 days. I lost about 20 lbs.–now to keep it off. Spain was beautiful and our family had an amazing … Continue reading

Posted in Estate Planning, Guardianship, Incapacity, Parenting, Wills | Comments Off on Steps to Select and Name the Right Guardians for Your Children… 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

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