Category Archives: Insurance

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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6 Types of Insurance Every Business Should Have in Place…The Christine Chronicles

Hello and Happy Friday, Today’s newsletter covers a crucial topic that every business owner should understand.  Many new business owners just don’t have the capital to invest in multiple insurance policies which adds to their overhead….. at least until they … Continue reading

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Choosing the Right Life Insurance Policy… Christine’s Family Wealth Secrets

Hi: In speaking with a client this morning about how title is held, I am reminded of how the smallest details in the planning process can have big consequences. The wording in your real estate title (deed) can mean the … Continue reading

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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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Weathering the Storm: How Families Can Plan for Natural Disasters… Christine’s Family Wealth Secrets

Hello and Happy Monday. It’s Jean Marie here.  Christine and family are braving the cold and wind in the arctic (ok, nearly arctic) city of Reykjavik in Iceland. I received a text from her today saying a massive wind storm … Continue reading

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Ten Common Money Pits Even Brilliant Entrepreneurs Fall Into… The Christine Chronicles

Hi: Gearing up for the weekend and our last training walk before the big 3 days next week, where Jean Marie and I will walk 20 miles a day for three days. Between us, we have raised $5000 for breast … Continue reading

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How to Buy Life Insurance Like a Pro… Christine’s Family Wealth Secrets

Hi- We had an interesting day in San Francisco yesterday at the last Giants home game of the season at AT&T park. We spent time watching the game from the Gotham Club, a members only club, with great views of … Continue reading

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Planning to Protect Your Assets… Christine’s Family Wealth Secrets

Hi: We had an interesting evening Saturday with friends who had a winetasting party in their home. I love the opportunity to get together with friends, taste some great wines from Sonoma and eat wonderful food. I joined the wine … Continue reading

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Why You Should Never Buy Your Will From Living Social or Groupon… Christine’s Family Wealth Secrets

Hello: The weather is awesome, finally cooling down. I hope to get out and walk to begin, in earnest, training for my 60 mile walk in November. I still have time to train but have been remiss in getting in … Continue reading

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Growing Family? Time to Audit Your Insurance Policies – Christine’s Family Wealth Series

Hello- We spent a relaxing weekend, mostly catching up on sleep as we are still recovering from our trip. On Saturday night, we attended a fun event at Sierra Vista Winery, in the foothills near Somerset. We enjoyed a lovely … Continue reading

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