Category Archives: Probate

I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1… Christine’s Family Wealth Secrets

Hi: I had an eventful, fitness weekend.  I walked both Saturday and Sunday with my walking group Hands up for Hooters, and attended a gait clinic at Fleet Feet on Saturday morning to fix what is wrong with my form … Continue reading

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The Key Differences Between Wills and Trusts… Christine’s Family Wealth Secrets

Hi there.  It’s Jean Marie this week. Christine and her family have been on their trip of a lifetime in Spain for over 2 weeks.  They are walking the Camino del Santiago, which is a network of pilgrimage routes to … Continue reading

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Choosing the Right Life Insurance Policy… Christine’s Family Wealth Secrets

Hi: In speaking with a client this morning about how title is held, I am reminded of how the smallest details in the planning process can have big consequences. The wording in your real estate title (deed) can mean the … Continue reading

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Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

Hello: I am off and running this Monday.  I have my two backpacks and walking shoes and plan to make a decision about which backpack I will use in Spain. I plan to walk the Camino de Santiago from mid … 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

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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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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

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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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