Category Archives: Estate Planning

Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens…. Christine’s Family Wealth Secrets

Hello, I don’t know about you, but when my kids were young… well lets be real, even now, I worry about them. That’s why, when my kids were young, I did what I could to make sure that if something happened … Continue reading

Posted in Beneficiaries, Caregiver, Death, Estate Planning, Ezine, Guardianship, Incapacity, Parenting, Special needs, Trusts, Wills | Comments Off on Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens…. Christine’s Family Wealth Secrets

The Ins and Outs of Collecting Life Insurance Policy Proceeds…..Christine’s Family Wealth Secrets

Hello: I spent the weekend in Kings Beach on a getaway with Dave. It was nice to get up to Lake Tahoe… have not been for several years. Kings Beach has changed a lot. We noticed that the movie theater … Continue reading

Posted in Asset Protection, Beneficiaries, Court, Death, Estate Planning, Ezine, Guardianship, Healthcare Directives, HIPPA, Incapacity, Inheritances, Insurance, Lawsuits, Medical Power of Attorney, Parenting, Probate, Quality of Life, Trusts, Wills | Comments Off on The Ins and Outs of Collecting Life Insurance Policy Proceeds…..Christine’s Family Wealth Secrets

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

Posted in Asset Protection, Building Wealth, Business Article, Business Entities, Court, Financial, Financing, Insurance, Intellectual Property Protection, Investing, Lawsuits, Success, Succession Planning, Taxes | Comments Off on The GDPR—What It Is, Who It Impacts, and How to Comply …..The Christine Chronicles

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

Posted in Asset Protection, Beneficiaries, Caregiver, Court, Durable Power of Attorney, Estate Planning, Ezine, Financial, Inheritances, Investing, Lawsuits, Trusts, Wills | Comments Off on Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2…Christine’s Family Wealth Secrets

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1….Christine’s Family Wealth Secrets

Hi, I hope your week is starting out great. We are traveling to Yucca Valley for a girl’s trip over Labor Day. Ever since Daniel started at ASU 3 years ago, I’ve wanted to visit Joshua Tree National Park. Now … Continue reading

Posted in Beneficiaries, Caregiver, Court, Death, Divorce, Ezine, Guardianship, Healthcare Directives, HIPPA, Incapacity, Inheritances, Insurance, Medical Power of Attorney, Parenting, Pets, Trusts, Wills | Comments Off on Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1….Christine’s Family Wealth Secrets

Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs ….Christine’s Family Wealth Secrets

Hello, This has been a difficult weekend for our family. Our youngest son Cameron lost one of his good friends from kindergarten on Friday night. It’s been very hard on him and his close group of friends. These situations remind … Continue reading

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Ezine, Guardianship, Inheritances, Insurance, Medical Power of Attorney, Parenting, Probate, Special needs, Success, Trusts | Comments Off on Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs ….Christine’s Family Wealth Secrets

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

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

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

Posted in Beneficiaries, Celebrity, Death, Divorce, Estate Planning, Inheritances, Pets, Probate, Trusts, Wills | Comments Off on I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1… Christine’s Family Wealth Secrets