Category Archives: Guardianship

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

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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

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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

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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Your Rights as the Parent of a Young Adult – What You Need to Know – Christine’s Family Wealth Series

Hi: Just returned from a  2 week grad trip with the boys to France, Switzerland and Italy.     We had a great trip, lots of driving, but a great trip. We visited Antibes in the south of France, and Eze … Continue reading

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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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