Category Archives: Death

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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Easy Mistakes to Avoid When Passing Assets to Your Child… Christine’s Family Wealth Secrets

Hello- We have been so busy, Monday blew right by and we did not get our newsletter out. We are heading out tomorrow night for our Komen adventure, which will begin Friday and extend through Sunday. 20 miles a day … Continue reading

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How Legal Planning Helps Build a Strong Blended Family… Christine’s Family Wealth Secrets

Happy Monday: We are headed out to Morton’s tonight for a team appreciation night. I’m thrilled as I have not yet been to Morton’s. They have a very nice Halloween menu, which provides an opportunity for us to enjoy this … Continue reading

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Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not? .. Christine’s Family Wealth Secrets

Hello: Hope you enjoyed the fall weather. I spent most of the day Saturday, from about 7:00 am until 2:45 PM walking, with my Komen walking team.  I got lost and actually walked 20 miles! Oops. My walking partner Nicolette … Continue reading

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Could an Out of Date Will Leave You Facing Eviction?.. Christine’s Family Wealth Secrets

Hello- I had another somewhat low key weekend.  I house sat for a friend, watching her pooches along with my own.  I enjoyed the change of scenery, and the quiet of being away from my own home with all of … Continue reading

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Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?.. Christine’s Family Wealth Secrets

Hello: I had a quiet weekend at home, something I have not enjoyed for years. I did however walk 17 miles so I was not a complete couch potato.  Dave and I enjoyed some down time now that the kids … Continue reading

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How to Buy Life Insurance Like a Pro… Christine’s Family Wealth Secrets

Hi- We had an interesting day in San Francisco yesterday at the last Giants home game of the season at AT&T park. We spent time watching the game from the Gotham Club, a members only club, with great views of … Continue reading

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Planning to Protect Your Assets… Christine’s Family Wealth Secrets

Hi: We had an interesting evening Saturday with friends who had a winetasting party in their home. I love the opportunity to get together with friends, taste some great wines from Sonoma and eat wonderful food. I joined the wine … 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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Facing Grief After the Death of a Loved One Can Be the Key to a Life of Health and Wholeness – Christine’s Family Wealth Secrets

Happy Monday: We had a low key weekend….sorta. I held a garage sale with a friend and fellow Komen 3 day walker to fundraise for our trip in November, and most importantly, to get rid of junk, which I did.  … Continue reading

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