Category Archives: Financial

Tips for Increasing a Small Business’ Online Presence… The Christine Chronicles

Hi, Online presence and branding should be part of your business planning arsenal. Consider that 93% of online experiences begin with a search engine (2016).  While most small businesses – high 70th percentile – use social media in their marketing … Continue reading

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The GDPR—What It Is, Who It Impacts, and How to Comply …..The Christine Chronicles

Hi and Happy Friday: We had a great time in a Yucca Valley visiting Joshua Tree. The rock formations were astonishing. The Joshua Tree is the tree of Life, used for many purposes by Indigenous people. I find the desert … Continue reading

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Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2…Christine’s Family Wealth Secrets

Hello and Happy Labor Day, I took the opportunity to celebrate Labor Day by not working the entire weekend. Today I’m returning from Southern California, Yucca Valley to be specific after a weekend with the girls, in the desert. Hope … Continue reading

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3 Unparalleled Advantages of Family-Owned Businesses…..The Christine Chronicles

Hi: I’m headed out of town this weekend for a visit to Joshua Tree National Park with my girlfriends. I’m looking forward to exploring new places, doing some hiking and rock climbing and just relaxing… that is after we make … Continue reading

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Protect Your Intellectual Property With Copyrights…..The Christine Chronicles

Hello, So I had an interesting morning.  I was headed to court and my rear tire starting thumping, which got louder and louder. Fortunately for me, I never got on the freeway, realizing that I likely had a flat.  I … Continue reading

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Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning….Christine’s Family Wealth Secrets

Hello,  I am busy planning, planning & planning. We are planning a fun event at Oak Farm vineyards in Lodi on Saturday, August 25, just for fun. If you’re interested, please RSVP directly to my office. I’m also busy planning … Continue reading

Posted in Asset Protection, Beneficiaries, Blended, Celebrity, Conservatorship, Court, Death, Divorce, Estate Planning, Financial, Guardianship, Inheritances, Insurance, Lawsuits, Legacy, Parenting, Probate, Trusts, Wills | Comments Off on Squabbles Between Alan Thicke’s Heirs Highlight the Importance of Properly Drafted and Updated Estate Planning….Christine’s Family Wealth Secrets

The Ins and Outs of Chapter 7 Bankruptcy for Small Business Owners….The Christine Chronicles

Hello: I am off and running today, seeing a potential client at their home, due to illness. I am reminded, when visiting people in their homes, of the importance of planning during good health. We never know when we will … Continue reading

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I Don’t Have Kids, So Why Do I Need Estate Planning? Part 2… Christine’s Family Wealth Secrets

Hello: I am busy planning a speaking engagement to winery owners tomorrow and another event in August co-sponsored by Cava & Faulkner. Both will be at Oak Farms in Lodi.  I visited the winery last week, tasted some really bold … Continue reading

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Wellness Programs Boost Employee Health and Happiness—and Your Bottom Line… The Christine Chronicles

Hello: I hope you enjoyed a safe and relaxing 4th of July. We had a small get together at our place, and recreated a bit of Spain by making homemade sangria.  It was not even a close 2nd to the … Continue reading

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What Business Owners Should Know About Non-Compete Agreements… The Christine Chronicles

Hello and Happy Friday: I am in Arizona, working with my family to landscape the front yard of home we own where Daniel and his college peeps live.  Lucky for us, Daniel is a landscape design major and has come … Continue reading

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