Category Archives: Estate Planning

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

Posted in Asset Protection, Building Wealth, Business Entities, Death, Employment, Financial, Intellectual Property Protection, Investing, Lawsuits, Startup, Success, Succession Planning, Uncategorized | Tagged , , , , , , , | Comments Off on 4 Vital Legal Agreements All Startups Should Have in Place…. The Christine Chronicles

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

Choosing the Right Life Insurance Policy… Christine’s Family Wealth Secrets

Hi: In speaking with a client this morning about how title is held, I am reminded of how the smallest details in the planning process can have big consequences. The wording in your real estate title (deed) can mean the … Continue reading

Posted in Death, Estate Planning, Financial, Insurance, Probate | Comments Off on Choosing the Right Life Insurance Policy… 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

Same-Gender Couples Still Face Legal Challenges Over Parental Rights… Christine’s Family Wealth Secrets

Hello- We had hoped to get our lawn mowed before it rained again but that did not happen. So happy that we’ve got some rain coming our way and cool weather which will help the snow stick. I’m hibernating today, … Continue reading

Posted in Beneficiaries, Blented Families, Estate Planning, Guardianship, Parenting, Same Sex, Trusts | Tagged | Comments Off on Same-Gender Couples Still Face Legal Challenges Over Parental Rights… Christine’s Family Wealth Secrets

What to Expect From An Initial Estate Planning Appointment With Us… Christine’s Family Wealth Secrets

Brr, it finally feels like winter. I walked my dogs about 3.5 miles this morning in the cold, and it was so quiet.  I listened to my Spanish tutorial and practiced during my walk.  I am at the point in … Continue reading

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Financial, Guardianship, Inheritances, Legacy, Quality of Life, Trusts, Wills | Comments Off on What to Expect From An Initial Estate Planning Appointment With Us… Christine’s Family Wealth Secrets