Category Archives: Incapacity

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated… Christine’s Family Wealth Secrets

Hi: Today our article outlines a rather unknown part of the law pertaining to conservatorship of an adult person. Whenever I discuss this process, my clients are usually mortified at the prospect, no matter how remote the possibility. We discuss … Continue reading

Posted in Conservatorship, Court, Durable Power of Attorney, Estate Planning, Guardianship, Healthcare Directives, Incapacity | Comments Off on What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated… Christine’s Family Wealth Secrets

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

Posted in Durable Power of Attorney, Estate Planning, Financial, Healthcare Directives, Incapacity, Medical Power of Attorney | Comments Off on I Don’t Have Kids, So Why Do I Need Estate Planning? Part 2… Christine’s Family Wealth Secrets

Steps to Select and Name the Right Guardians for Your Children… Christine’s Family Wealth Secrets

  We are back and up and running.  We returned from Spain on Wednesday 6/20/18, having walked 500 miles over 33 days. I lost about 20 lbs.–now to keep it off. Spain was beautiful and our family had an amazing … Continue reading

Posted in Estate Planning, Guardianship, Incapacity, Parenting, Wills | Comments Off on Steps to Select and Name the Right Guardians for Your Children… Christine’s Family Wealth Secrets

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

Posted in Beneficiaries, Death, Estate Planning, Incapacity, Inheritances, Insurance, Probate, Trusts, Wills | Comments Off on The Key Differences Between Wills and Trusts… Christine’s Family Wealth Secrets

Before Your Kids Leave For College, Make Sure They Sign These Documents… Christine’s Family Wealth Secrets

Hello, This weekend was a weekend of work for me. I enjoyed a Friday night out with Dave….dinner and a movie, but that was it for fun. I am on a fast countdown to our departure in about six weeks … Continue reading

Posted in Beneficiaries, Death, Durable Power of Attorney, Estate Planning, Healthcare Directives, HIPPA, Incapacity, Insurance, Lawsuits, Medical Power of Attorney, Parenting, Trusts, Wills | Comments Off on Before Your Kids Leave For College, Make Sure They Sign These Documents… Christine’s Family Wealth Secrets

Estate Planning Tips for Ensuring Your Pets Are Properly Cared For… Christine’s Family Wealth Secrets

Hello, I am feeling amazing after having the brilliant idea to work on our lawn yesterday. Despite being slightly sunburned, we mowed a reasonably substantial portion of our property. While I know this sounds like nothing special, having close to … Continue reading

Posted in Beneficiaries, Caregiver, Charitable groups, Death, Estate Planning, Financial, Guardianship, Healthcare Directives, Incapacity, Pets, Trusts, Uncategorized, Wills | Tagged , , , , , , , , , , , , | Comments Off on Estate Planning Tips for Ensuring Your Pets Are Properly Cared For… Christine’s Family Wealth Secrets

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

Posted in Asset Protection, Beneficiaries, Blented Families, Celebrity, Death, Divorce, Estate Planning, Ezine, Financial, Guardianship, Healthcare Directives, Incapacity, Inheritances, Investing, Lawsuits, Legacy, Parenting, Probate, Same Sex, Success, Trusts, Wills | Comments Off on Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

Common Estate Planning Issues You Must Navigate When Contemplating a Second (or more) Marriage… Christine’s Family Wealth Secrets

Hello, I’m in Scottsdale Arizona at the moment about to embark on the go to local hike…..Camelback. I’m looking forward to hitting the trail with my son Daniel and his girlfriend Serena. We celebrated Daniel’s 21st birthday yesterday and it was great … Continue reading

Posted in Beneficiaries, Blented Families, Death, Divorce, Estate Planning, Financial, Financing, Guardianship, Incapacity, Inheritances, Insurance, Parenting, Trusts, Wills | Comments Off on Common Estate Planning Issues You Must Navigate When Contemplating a Second (or more) Marriage… Christine’s Family Wealth Secrets

Cryptocurrency Risks and Scams and How to Navigate Them — Part 1.. Christine’s Family Wealth Secrets

Happy New Year! We enjoyed New Years out with friends and were home by midnight… just in time for the firecrackers and our dogs going crazy. Hope yours was great. Planning for all kind of assets is our goal to … Continue reading

Posted in Asset Protection, Building Wealth, Death, Estate Planning, Financial, Incapacity, Investing | Comments Off on Cryptocurrency Risks and Scams and How to Navigate Them — Part 1.. Christine’s Family Wealth Secrets

Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

Happy Tuesday: I hope you had a wonderful holiday.  We had a very low key Christmas, with a few gifts, but mostly sleeping in, hanging out in our PJs and cooking dinner. Our holiday was really about spending time together, … Continue reading

Posted in Asset Protection, Death, Estate Planning, Financial, Guardianship, Incapacity, Parenting, Trusts, Wills | Comments Off on Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets