Category Archives: Estate Planning

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

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From Billions to Bust: How the Stroh Family Fortune Was Lost… The Christine Chronicles

Hola: I am planning a bucket list trip which I will tell you more about as I iron out the details. Part of that trip is learning Spanish. I work on this daily and in two weeks, have mastered such … Continue reading

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4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse… Christine’s Family Wealth Secrets

Hi: It’s that time of year already! Spending time with your Valentine and those you love takes center stage.  We will likely avoid the crowds and get out a few days before, also celebrating  Dave’s birthday too. We’ve been mulling … Continue reading

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Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)… Christine’s Family Wealth Secrets

Hello and happy Monday: Finding time to do the things we must and do the things we want can be difficult sometimes. Does thinking about retirement bring on fear in the pit of your stomach that you don’t have enough … Continue reading

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The Real Planned Parenthood: Platonic Parenting… Christine’s Family Wealth Secrets

Hello- I worked the ENTIRE weekend, which was tough, but necessary.  It reminds me that I am not as young as I once was.  Recalling my early days in practice, frequently working very late nights and weekends, with endless energy. … Continue reading

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Pay For a Loved One’s Education With an Education Trust Fund… Christine’s Family Wealth Secrets

Hi: I am hobbling around with a hot water bottle after back pain began on Saturday.  Taking it easy is really frustrating when there is much work to be done. Nevertheless, I am forced to slow down at work and … Continue reading

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Cryptocurrency Risks and Scams and How to Navigate Them — Part 2… Christine’s Family Wealth Secrets

Hello- Easing into the new year but already busy in the office. Holidays are done and one child back in college and the other on the job hunt. I hope today is not an indication of our weather forecast for … Continue reading

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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

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The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages… Christine’s Family Wealth Secrets

Hello. At this very moment, Christine and family are headed home from their short jaunt in Iceland. As expected–it’s called Iceland for a reason!–they’ve all had to endure lots of cold, snow and ice.  Just the thing to put them … Continue reading

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