Category Archives: Parenting

Your Rights as the Parent of a Young Adult – What You Need to Know – Christine’s Family Wealth Series

Hi: Just returned from a  2 week grad trip with the boys to France, Switzerland and Italy.     We had a great trip, lots of driving, but a great trip. We visited Antibes in the south of France, and Eze … Continue reading

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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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Defining the Legal Relationship Between Grandparents and Their Grandchildren… Christine’s Family Wealth Secrets

  Hello and Happy Monday: I had a wonderful, relaxing girls’ weekend in San Luis Obispo.  Mostly, I enjoyed sleeping in, and shopping with my girlfriends. I have never been to SLO, and enjoyed my time away tremendously. We wine … 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 Essentials for Parents… Christine’s Family Wealth Secrets

Hello- My youngest son is set to graduate this year, and I realize how time passes so quickly. We visited our eldest son Daniel in AZ over the weekend, who just turned 20.  Wow, very proud of these young people … Continue reading

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Khan Academy Reinforces Critical Education Skills – for Free!.. Christine’s Family Wealth Secrets

Happy Halloween! It seems like only a few years ago that the whole business of costumes and trick or treating was of significant importance in our household.  The excitement Daniel and Cameron felt at the prospect of walking the neighborhood … Continue reading

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Permission to Love Your Children… Christine’s Family Wealth Secrets

Hello: I spent a good chunk of time yesterday on a training walk for the Komen 3-day in November.  It was my longest yet–15 miles (woo-hoo!)–and it took a bit over 5 hours.  It felt really great to be done, … Continue reading

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Can Family Caregiving Change Your Reputation (and Self-Perception) For the Better? .. Christine’s Family Wealth Secrets

Hello. It’s finally starting to feel like fall is here, with cooler temperatures, falling leaves, and–can you believe it–a sprinkle or two of rain!  I’m so glad it’s cooled off because it makes training for the Komen 3-day much easier.  … Continue reading

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Legal Rights of Grandparents: In Honor of National Grandparents Day… Christine’s Family Wealth Secrets

Happy Monday! It is starting to feel like fall… a bit early this year, but I am not complaining.  I am training for a 60 mile walk in November, (the Komen 3 Day walk for the cure). Given the breadth … Continue reading

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Even Celebrities Like Queen Latifah Act as Caregivers for Their Aging Parents… Christine’s Family Wealth Secrets

Hi- We are preparing the say goodbye to Daniel and Serena in the next couple of weeks. Dave is in Arizona now, putting the finishing touches on the house in Tempe which will soon be filled with eager ASU students. … Continue reading

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