Category Archives: Asset Protection

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

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Why Startups Need Lawyers, Not Legal Templates … The Christine Chronicles

Happy Friday: The summer is winding down and we have nothing planned this weekend. Nice after what seems like a full agenda for months. Daniel will be returning to school soon and we will end our summer together with our … Continue reading

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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

Posted in Asset Protection, Death, Estate Planning, Financial, Healthcare Directives | Comments Off on Estate Planning and Divorce: Incapacity, Death and Alimony Considerations… Christine’s Family Wealth Secrets