Category Archives: Lawsuits

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 2…Christine’s Family Wealth Secrets

Hello and Happy Labor Day, I took the opportunity to celebrate Labor Day by not working the entire weekend. Today I’m returning from Southern California, Yucca Valley to be specific after a weekend with the girls, in the desert. Hope … Continue reading

Posted in Asset Protection, Beneficiaries, Caregiver, Court, Durable Power of Attorney, Estate Planning, Ezine, Financial, Inheritances, Investing, Lawsuits, Trusts, Wills | Comments Off on Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2…Christine’s Family Wealth Secrets

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

3 Steps to Avoid Getting Taxed or Sued for Misclassifying Your Independent Contractors…The Christine Chronicles

Hello and Happy Friday, Staying out of litigation seems to be on every business owner’s priority list.  Hiring can be perplexing for employers. Wanting solid people to work in or on your business is the goal. Properly characterizing employees’ vs. … Continue reading

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Protect Your Intellectual Property With Copyrights…..The Christine Chronicles

Hello, So I had an interesting morning.  I was headed to court and my rear tire starting thumping, which got louder and louder. Fortunately for me, I never got on the freeway, realizing that I likely had a flat.  I … Continue reading

Posted in Asset Protection, Business Article, Business Entities, Court, Ezine, Financial, Investing, Lawsuits, Success | Comments Off on Protect Your Intellectual Property With Copyrights…..The Christine Chronicles

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

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated… Christine’s Family Wealth Secrets

Hi: Today our article outlines a rather unknown part of the law pertaining to conservatorship of an adult person. Whenever I discuss this process, my clients are usually mortified at the prospect, no matter how remote the possibility. We discuss … Continue reading

Posted in Conservatorship, Court, Durable Power of Attorney, Estate Planning, Guardianship, Healthcare Directives, Incapacity | Comments Off on What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated… Christine’s Family Wealth Secrets

The Pros and Cons of Hiring Independent Contractors… The Christine Chronicles

Hello: We have returned from our trip to Spain, a true physical and emotional adventure.  The boys and I walked 500 miles and Dave walked 400. The scenery was amazing and we enjoyed lovely cool weather. I am about 20 … Continue reading

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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