Category Archives: Guardianship

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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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

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Defining the Legal Relationship Between Grandparents and Their Grandchildren… Christine’s Family Wealth Secrets

  Hello and Happy Monday: I had a wonderful, relaxing girls’ weekend in San Luis Obispo.  Mostly, I enjoyed sleeping in, and shopping with my girlfriends. I have never been to SLO, and enjoyed my time away tremendously. We wine … Continue reading

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Estate Planning Essentials for Parents… Christine’s Family Wealth Secrets

Hello- My youngest son is set to graduate this year, and I realize how time passes so quickly. We visited our eldest son Daniel in AZ over the weekend, who just turned 20.  Wow, very proud of these young people … Continue reading

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Is Your Family “Too Young” to Need an Estate Plan?.. Christine’s Family Wealth Secrets

Happy 2017! We’re home, safe and sound from our fantastic holiday trip to the Netherlands and England and are now getting back into the groove of our normal work & school routine.  After the new year, it always seems to … Continue reading

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Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Hi there: Hope you are starting your holiday week happy and healthy. I attended a few holiday parties and quite a few folks were out sick.  We are out of town for a holiday adventure of our own, just the … Continue reading

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Legal Rights of Grandparents: In Honor of National Grandparents Day… Christine’s Family Wealth Secrets

Happy Monday! It is starting to feel like fall… a bit early this year, but I am not complaining.  I am training for a 60 mile walk in November, (the Komen 3 Day walk for the cure). Given the breadth … Continue reading

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Legal Strategies to Avoid Guardianship… Christine’s Family Wealth Secrets

Hello: It is a beautiful spring-like day and I am appreciating the blossoms and greenery. Mondays are energizing for me. Every Monday I feel like I have a clean slate and new opportunities await. However, when it’s warm and beautiful … Continue reading

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What Happens if You Die Without a Will?.. Christine’s Family Wealth Secrets

  Aloha from Oahu! I’m here with my kids and my kids’ friends, waiting on Dave to arrive in a couple of hours. We left from San Francisco international early this morning and as you can imagine, it’s been a … Continue reading

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Could an AMBER Alert Save Your Child?.. Christine’s Family Wealth Secrets

Hello: We had a busy weekend, with Daniel arriving home at noon on Saturday. We attended a party Saturday evening and also got our Christmas tree up Saturday with Daniel’s assistance. Sunday, Jean Marie treated me and our legal assistant … Continue reading

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