Category Archives: Insurance

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

The GDPR—What It Is, Who It Impacts, and How to Comply …..The Christine Chronicles

Hi and Happy Friday: We had a great time in a Yucca Valley visiting Joshua Tree. The rock formations were astonishing. The Joshua Tree is the tree of Life, used for many purposes by Indigenous people. I find the desert … Continue reading

Posted in Asset Protection, Building Wealth, Business Article, Business Entities, Court, Financial, Financing, Insurance, Intellectual Property Protection, Investing, Lawsuits, Success, Succession Planning, Taxes | Comments Off on The GDPR—What It Is, Who It Impacts, and How to Comply …..The Christine Chronicles

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

5 Essential Tips for Starting Your Own Business… The Christine Chronicles

Happy Friday: What’s on your agenda this weekend?  I have no plans for this evening yet but we may possibly listen to free music at McConnel Winery and drink a glass of their yummy raspberry sparkling wine. Or perhaps we’ll … Continue reading

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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

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

Posted in Death, Estate Planning, Financial, Insurance, Probate | Comments Off on Choosing the Right Life Insurance Policy… Christine’s Family Wealth Secrets