Category Archives: Inheritances

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

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From Billions to Bust: How the Stroh Family Fortune Was Lost… The Christine Chronicles

Hola: I am planning a bucket list trip which I will tell you more about as I iron out the details. Part of that trip is learning Spanish. I work on this daily and in two weeks, have mastered such … Continue reading

Posted in Asset Protection, Building Wealth, Business Article, Entrepreuner, Estate Planning, Inheritances, Legacy, Success, Succession Planning | Comments Off on From Billions to Bust: How the Stroh Family Fortune Was Lost… The Christine Chronicles

The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages… Christine’s Family Wealth Secrets

Hello. At this very moment, Christine and family are headed home from their short jaunt in Iceland. As expected–it’s called Iceland for a reason!–they’ve all had to endure lots of cold, snow and ice.  Just the thing to put them … Continue reading

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The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case… Christine’s Family Wealth Secrets

Happy Thanksgiving week! We are back from our 60 mile walk in San Diego.  Our group of walkers in San Diego raised $6.5 million to fund research, and breast cancer education.  I have sore feet, a few blisters and much … Continue reading

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Easy Mistakes to Avoid When Passing Assets to Your Child… Christine’s Family Wealth Secrets

Hello- We have been so busy, Monday blew right by and we did not get our newsletter out. We are heading out tomorrow night for our Komen adventure, which will begin Friday and extend through Sunday. 20 miles a day … Continue reading

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How Legal Planning Helps Build a Strong Blended Family… Christine’s Family Wealth Secrets

Happy Monday: We are headed out to Morton’s tonight for a team appreciation night. I’m thrilled as I have not yet been to Morton’s. They have a very nice Halloween menu, which provides an opportunity for us to enjoy this … Continue reading

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Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not? .. Christine’s Family Wealth Secrets

Hello: Hope you enjoyed the fall weather. I spent most of the day Saturday, from about 7:00 am until 2:45 PM walking, with my Komen walking team.  I got lost and actually walked 20 miles! Oops. My walking partner Nicolette … Continue reading

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Could an Out of Date Will Leave You Facing Eviction?.. Christine’s Family Wealth Secrets

Hello- I had another somewhat low key weekend.  I house sat for a friend, watching her pooches along with my own.  I enjoyed the change of scenery, and the quiet of being away from my own home with all of … 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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How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets

Hello and Happy Monday: We are excited to tell you about our event at Barsetti’s Winery in Galt, on June 22, 2017 at 6:30.  Wine Tasting on Us!! Yep you heard that right. We have limited space so RSVP to … Continue reading

Posted in Asset Protection, Beneficiaries, Estate Planning, Inheritances, Lawsuits, Special needs | Comments Off on How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets