Category Archives: Asset Protection

Growing Family? Time to Audit Your Insurance Policies – Christine’s Family Wealth Series

Hello- We spent a relaxing weekend, mostly catching up on sleep as we are still recovering from our trip. On Saturday night, we attended a fun event at Sierra Vista Winery, in the foothills near Somerset. We enjoyed a lovely … 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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Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season… Christine’s Family Wealth Secrets

Hi: Hope you had a wonderful Memorial Day weekend. I spent time with my friend and colleague Nicolette Eberle with NY Life, at the Dancing Fox Winery in Lodi on Saturday. We were doing some research for our next event–that … Continue reading

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Avoid These 5 Common Start-up Legal Mistakes… The Christine Chronicles

Hello- I headed out of town for a bit of R&R with my friends to see San Luis Obispo- a place I have never been.  Looking forward to getting away from the tension of finals weeks for my kids and … Continue reading

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When Duty Calls: Navigating the Sandwich Generation with Ease… Christine’s Family Wealth Secrets

Hello: Hope you’re starting your week out nicely. Cameron was away this weekend for his graduation trip to Disneyland and returned last night. He’s gearing up for his senior portfolio and getting all of his ducks in a row to … Continue reading

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Estate Planning and Divorce: Incapacity, Death and Alimony Considerations… Christine’s Family Wealth Secrets

Hello: I got my wish. It is a beautiful day and though we did not finish much needed yard work over the weekend, we made a good dent in. As a bonus, the lovely weather lifts my spirits and makes … Continue reading

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Watch Out for This Predatory Phone Scam… Christine’s Family Wealth Secrets

Hello and Happy First Day of Spring. It’s rather gloomy and drizzly for the first day of spring, but after this winter, it doesn’t come as a surprise. Today’s article is about a new phone automated scam I’ve recently heard … Continue reading

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Thinking About Small Business Bankruptcy? First Consider These Important Factors… The Christine Chronicles

It’s Friday! It’s been so fantastic to have the sun out for the last several days, hasn’t it?  Not sure I’m quite ready for it to be in the 70s but you can’t have everything. Some of the flowers in … Continue reading

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Estate Taxes in Trump’s America… Christine’s Family Wealth Secrets

Hello. I had a call the other day from a gal calling on behalf of her father and step-mother.  Her father, in his 90s and step-mother in her mid 80s, had apparently had wills drawn up some time ago and … Continue reading

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How to Approach Buying an Existing Business… The Christine Chronicles

Happy Friday: Well, it was bound to happen. Everyone I know is sick and I finally caught the bug. Honestly, it seems that I got off lightly, with just a scratchy throat and slight cough. Fingers crossed that I will … Continue reading

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