Category Archives: Inheritances

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Could an Out of Date Will Leave You Facing Eviction?..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

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(Re)Defining Family: Estate Planning for the Post-Nuclear Family… Christine’s Family Wealth Secrets

Hello. It’s amazing to me that tomorrow is the last day of February! I’ve had a list of projects to start or work on, and some to finish.  I told myself that if I started soon after the holidays, by … 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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Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead… Christine’s Family Wealth Secrets

Hello! I should be used to these 100 degree days into September by now, but I’m not.  Indian Summer is what I think it’s called. This, coincidentally, is the name of a fantastic drama on PBS’s Masterpiece series, which I … Continue reading

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