Category Archives: Ezine

(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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When Is the Purchase of Long-Term Care Insurance Worth It?.. Christine’s Family Wealth Secrets

Hi: Hope you had a great Father’s Day. We had big plans to get active by going rafting. Alas, Dave was exhausted so we stayed in, watched movies and generally vegged. Daniel made a new version of Dave’s fav breakfast, … Continue reading

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Legal Strategies to Avoid Guardianship… Christine’s Family Wealth Secrets

Hello: It is a beautiful spring-like day and I am appreciating the blossoms and greenery. Mondays are energizing for me. Every Monday I feel like I have a clean slate and new opportunities await. However, when it’s warm and beautiful … Continue reading

Posted in Asset Protection, Elderly, Estate Planning, Ezine, Guardianship, Healthcare Directives, Trusts | Comments Off on Legal Strategies to Avoid Guardianship… Christine’s Family Wealth Secrets

Watch Out for Predatory Tax Liens on Your Family Home… Christine’s Family Wealth Secrets

Hi: We had an exciting weekend. Cameron went for his first on-the-road driving with an instructor yesterday. He had much trepidation (really an understatement). He did not leave the driveway for 1/2 hour. However, as expected, he came back raving … Continue reading

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Planning for Charitable Giving… Christine’s Family Wealth Secrets

Hi: I spent the weekend in SoCal watching my eldest play lacrosse for ASU. Daniel injured his knee (possible torn meniscus). Thus the head coach decided playing Saturday was not in the cards. Daniel and a teammate taped the SLC … Continue reading

Posted in Ezine, Taxes | Comments Off on Planning for Charitable Giving… Christine’s Family Wealth Secrets

The Best Gift You Can Leave to Your Loved Ones… Christine’s Family Wealth Secrets

Hi: I am keeping it short as I am running out of the office to spend what is left of the day with my family.  Cameron had a holiday today and while I spent most of my day in the … Continue reading

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Behaviors of Successful Entrepreneurs… The Christine Chronicles

Hello: I just completed an annual meeting with clients who are optimistic, happy people. It’s days like this that I really love what I do. Their optimism rubs off on me. Hanging out with positive people makes me feel more … Continue reading

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Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return… Christine’s Family Wealth Secrets

Hello. Boy it’s sure been nice to see the sun these last couple of days  I’m all for rain and snow, but a break now and then is a good thing too. Nevertheless, let’s hope it keeps on coming–we NEED … Continue reading

Posted in Beneficiaries, Estate Planning, Ezine, Inheritances, Wills | Comments Off on Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return… Christine’s Family Wealth Secrets

Retirement Planning Reality Check… Christine’s Family Wealth Secrets

Hello: I worked this weekend just one day which was a nice break. It’s been a busy January so far and I look forward to a busy and successful 2016. Cameron plays basketball on weekends and will be trying out … Continue reading

Posted in Ezine, Retirement | Comments Off on Retirement Planning Reality Check… Christine’s Family Wealth Secrets

Working at Home Successfully: What Does It Take?.. The Christine Chronicles

Hello: Today is one of those days that I would be happy working from home in my PJs with a fire going.  Today we bring you an article about what it really takes to be successful working from home. I … Continue reading

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