Category Archives: Incapacity

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

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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

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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

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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