Category Archives: Probate

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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Recent Superstar Death Brings Estate Planning to the Forefront of Discussion… Christine’s Family Wealth Secrets

Hello- We returned from Arizona last night after picking up Daniel who finished his first year of college and his first lacrosse season. We also are in contract to purchase a house in Tempe for Daniel and friends to rent … Continue reading

Posted in Beneficiaries, Celebrity, Death, Estate Planning, Inheritances, Legacy, Probate, Wills | Comments Off on Recent Superstar Death Brings Estate Planning to the Forefront of Discussion… Christine’s Family Wealth Secrets

What You Must Pay Attention to At Your Next Home Sale Closing… Christine’s Family Wealth Secrets

Hi: Nice that it is raining. We spent Saturday working in the yard and all day Sunday recuperating (ha!). However, admittedly, it was nice hanging around with my family, watching movies and staying cozy all bundled up in woolly socks, … Continue reading

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What Is a Trust?.. Christine’s Family Wealth Secrets

Hello from beautiful Colorado. Dave and I are in Denver for some training and we figured we’d kill two birds, as they say, by making the rounds to see as many extended family members as possible. At this point we’ve … Continue reading

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How to Benefit from an Estate Plan When You Own Real Estate… Christine’s Family Wealth Secrets

Hello from Tempe: We have had a busy couple of days. Daniel is mostly moved into his dorm–a few sundry storage items still needed. We attended/are attending a Barrett orientation/reception right now. There has been record heat here in AZ-106 … Continue reading

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What Every Single Parent Needs to Know About Estate Planning… Christine’s Family Wealth Secrets

Hello- Well time is ticking away.  Daniel is away with his girlfriend Serena checking out her soon-to-be home, CSU Monterey Bay. We are having a Bon Voyage bash for Daniel, a last minute affair to say his goodbyes on Wednesday. … Continue reading

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Is Your Living Trust Really Going to Work For the People You Love?.. Christine’s Family Wealth Secrets

Hi: We returned from Christine & Dave’s excellent adventure this weekend at Serene Lakes (remember the movie Bill & Ted’s Excellent Adventure?) We enjoyed a new house with friends and did some paddle boarding, canoeing, kayaking and lots of epic … Continue reading

Posted in Asset Protection, Beneficiaries, Estate Planning, Ezine, Guardianship, Inheritances, Lawsuits, Legacy, Probate, Trusts | Comments Off on Is Your Living Trust Really Going to Work For the People You Love?.. Christine’s Family Wealth Secrets

When a Spouse Suddenly Dies- Lessons from the Dealth of Sheryl Sandberg’s Husband, Dave Goldberg… Christine’s Family Wealth Secrets

Hello: Had another busy weekend.  I attended the Music Circus with friends, including Tayler and Jean Marie from the office. We saw Bye Bye Birdie.  Very fun and energetic production. We went to Swabbies on the River afterward. The place … Continue reading

Posted in Asset Protection, Beneficiaries, Estate Planning, Ezine, Guardianship, Inheritances, Probate, Trusts, Wills | Comments Off on When a Spouse Suddenly Dies- Lessons from the Dealth of Sheryl Sandberg’s Husband, Dave Goldberg… Christine’s Family Wealth Secrets

Is It Time to Change Your Will?.. Christine’s Family Wealth Secrets

Hello from Manhattan Beach: We’re down here for Cameron’s birthday, along with some friends he and Daniel invited. The kids are at Universal Studios today. Yesterday we hung out in Belmont Shore, my old stompin’ grounds when I attended Cal. … Continue reading

Posted in Asset Protection, Beneficiaries, Estate Planning, Ezine, Guardianship, Inheritances, Probate, Trusts, Wills | Comments Off on Is It Time to Change Your Will?.. Christine’s Family Wealth Secrets

How to Fund Your Trust to Avoid Probate… Christine’s Family Wealth Secrets

Hi: Gearing up for our trip to Manhattan Beach this weekend for Cameron’s 16th Birthday.  We are traveling to a house we’ve rented for the past 4 years and this year, we’ll be going to Universal Hollywood. I am looking … Continue reading

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