Category Archives: Asset Protection

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

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4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse… Christine’s Family Wealth Secrets

Hi: It’s that time of year already! Spending time with your Valentine and those you love takes center stage.  We will likely avoid the crowds and get out a few days before, also celebrating  Dave’s birthday too. We’ve been mulling … Continue reading

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4 Key Elements Of a Small Business Owner’s Estate Plan… The Christine Chronicles

Hello: It is a beautiful day. I plan to get out at lunch and break in my new walking shoes. I have some big fitness plans this year, which I will tell you about later.  I keep thinking every day … Continue reading

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Cryptocurrency Risks and Scams and How to Navigate Them — Part 2… Christine’s Family Wealth Secrets

Hello- Easing into the new year but already busy in the office. Holidays are done and one child back in college and the other on the job hunt. I hope today is not an indication of our weather forecast for … Continue reading

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Cryptocurrency Risks and Scams and How to Navigate Them — Part 1.. Christine’s Family Wealth Secrets

Happy New Year! We enjoyed New Years out with friends and were home by midnight… just in time for the firecrackers and our dogs going crazy. Hope yours was great. Planning for all kind of assets is our goal to … Continue reading

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Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

Happy Tuesday: I hope you had a wonderful holiday.  We had a very low key Christmas, with a few gifts, but mostly sleeping in, hanging out in our PJs and cooking dinner. Our holiday was really about spending time together, … Continue reading

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Weathering the Storm: How Families Can Plan for Natural Disasters… Christine’s Family Wealth Secrets

Hello and Happy Monday. It’s Jean Marie here.  Christine and family are braving the cold and wind in the arctic (ok, nearly arctic) city of Reykjavik in Iceland. I received a text from her today saying a massive wind storm … Continue reading

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Tax Benefits of Buying a Second Home… Christine’s Family Wealth Secrets

Hello: Our boys arrived early Thursday morning and we spent a very nice Thanksgiving afternoon in Davis with family and friends. It was wonderful spending time with the boys and have us all together as a family again. Daniel headed … 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

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Inheritances, Legacy, Probate, Wills | Comments Off on The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case… Christine’s Family Wealth Secrets