Category Archives: Estate Planning

I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1… Christine’s Family Wealth Secrets

Hi: I had an eventful, fitness weekend.  I walked both Saturday and Sunday with my walking group Hands up for Hooters, and attended a gait clinic at Fleet Feet on Saturday morning to fix what is wrong with my form … Continue reading

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5 Essential Tips for Starting Your Own Business… The Christine Chronicles

Happy Friday: What’s on your agenda this weekend?  I have no plans for this evening yet but we may possibly listen to free music at McConnel Winery and drink a glass of their yummy raspberry sparkling wine. Or perhaps we’ll … Continue reading

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6 Steps to Select and Name the Right Guardians for Your Children—Part 2… Christine’s Family Wealth Secrets

Hello and Happy Monday: Wow, the 4th of July will be moderate, and not oppressively hot this year. We will likely spend time with friends/family in the pool & BBQing. We’ve been working on plans to remodel parts of our … Continue reading

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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

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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

6 Types of Insurance Every Business Should Have in Place…The Christine Chronicles

Hello and Happy Friday, Today’s newsletter covers a crucial topic that every business owner should understand.  Many new business owners just don’t have the capital to invest in multiple insurance policies which adds to their overhead….. at least until they … Continue reading

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3 Key Benefits of Conscious Uncoupling….Christine’s Family Wealth Secrets

Hello and Happy Monday: We are off to the races for another busy week.  I am now on a serious quest to drop some weight in preparation for our trip to Spain in Mid May for the Camino.  Beginning today, … Continue reading

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4 Vital Legal Agreements All Startups Should Have in Place…. The Christine Chronicles

Hello, I am excited to have ordered a new front door for our home. We now have an extra wide wood door which has seen its better days, having become virtually impossible to open with the key. We ordered a … Continue reading

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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