Category Archives: Death

Commit to Your Estate Plan Before Committing to a Trip Away… Christine’s Family Wealth Secrets

Hello: Family vacations are standard operating procedure for summertime. The kids are out of school and the weather is warm. Before embarking on your family time, please seriously consider scheduling an appointment at our office to put your planning in … Continue reading

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What Happens to Your Body When You Die? The Choice Can Be Yours… Christine’s Family Wealth Secrets

  Hi: Well, ever so slowly we’re making progress on clearing our property. This has been, and continues to be, such a weird weather year (for instance it appears that it may rain again today), which makes it difficult to … Continue reading

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Leaving Without a Plan: Prince Didn’t Leave a Will & Here’s Why You Should… Christine’s Family Wealth Secrets

Hello- I hope you had a lovely Mother’s day with your mother, wife  or daughter. I enjoyed a lovely brunch a la Daniel, Cameron and Dave comprised of Crepes Suzette (yes my kids are adventurous in the kitchen indeed, bacon … 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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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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(Re)Defining Family: Estate Planning for the Post-Nuclear Family… Christine’s Family Wealth Secrets

Hello. It’s amazing to me that tomorrow is the last day of February! I’ve had a list of projects to start or work on, and some to finish.  I told myself that if I started soon after the holidays, by … Continue reading

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Three Health Care Documents You Need to Include in Your Estate Plan… Christine’s Family Wealth Secrets

Hello- This weekend I spent time walking my dogs, Odie and Finn, also working toward my walking training.  I walked about 4 miles on Saturday and Sunday, which raises my spirits with all the darkness and rain. We watched the … Continue reading

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Power of Attorney – What is it and Is it Enough?.. Christine’s Family Wealth Secrets

Hello- Another Monday here yet again. This weekend, one of our very tall Eucalyptus trees toppled.  The ground was just too wet and winds too high.  The wind this weekend was pretty strong where we are and I feel lucky … Continue reading

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Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Hi there: Hope you are starting your holiday week happy and healthy. I attended a few holiday parties and quite a few folks were out sick.  We are out of town for a holiday adventure of our own, just the … Continue reading

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How to Discuss Estate Planning With Aging (or Sick) Loved Ones… Christine’s Family Wealth Secrets

We are back: You have likely noticed our absence in  the past few weeks. Jean Marie and I walked our “3 Day, 60 mile walk” in San Diego, which ended November 20th.  It was tough–we walked for 10 ½ hours … Continue reading

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