Category Archives: Asset Protection

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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What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?.. Christine’s Family Wealth Secrets

Hello! I spent my weekend walking in the rain on Saturday and in the sunshine Sunday. I went a total of 20 miles over the weekend which isn’t bad. I’m coming up to the final stretch in training before my … 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Could an Out of Date Will Leave You Facing Eviction?..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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Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?.. Christine’s Family Wealth Secrets

Hello: I had a quiet weekend at home, something I have not enjoyed for years. I did however walk 17 miles so I was not a complete couch potato.  Dave and I enjoyed some down time now that the kids … Continue reading

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Planning to Protect Your Assets… Christine’s Family Wealth Secrets

Hi: We had an interesting evening Saturday with friends who had a winetasting party in their home. I love the opportunity to get together with friends, taste some great wines from Sonoma and eat wonderful food. I joined the wine … Continue reading

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Think Your Salary Can Bring You Safely to Retirement? Think Again… Christine’s Family Wealth Secrets

Hello: I made it through the first weekend as an empty nester.  I promised myself that instead of standing frozen in my new life without children, I will be productive. Soooooo, I walked 21 miles this past weekend; 13 miles … Continue reading

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Divorcing? Here’s What You Should Know About How it May Affect Your Trust… Christine’s Family Wealth Secrets

Hi: Did you watch the eclipse this morning?  We looked at it through welding glass yielding a green crescent, and through “eclipse” glasses, yielding an orange crescent.  Both were interesting, and the eclipse cast a rather eerie shadow on the … 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

Posted in Asset Protection, Death, Estate Planning, Financial, Inheritances, Insurance, Trusts, Wills | Comments Off on Why You Should Never Buy Your Will From Living Social or Groupon… Christine’s Family Wealth Secrets