Category Archives: Healthcare Directives

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

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

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

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

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

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

Your Rights as the Parent of a Young Adult – What You Need to Know – Christine’s Family Wealth Series

Hi: Just returned from a  2 week grad trip with the boys to France, Switzerland and Italy.     We had a great trip, lots of driving, but a great trip. We visited Antibes in the south of France, and Eze … Continue reading

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When Duty Calls: Navigating the Sandwich Generation with Ease… Christine’s Family Wealth Secrets

Hello: Hope you’re starting your week out nicely. Cameron was away this weekend for his graduation trip to Disneyland and returned last night. He’s gearing up for his senior portfolio and getting all of his ducks in a row to … Continue reading

Posted in Asset Protection, Elderly, Estate Planning, Financial, Healthcare Directives, Parenting, Wills | Comments Off on When Duty Calls: Navigating the Sandwich Generation with Ease… Christine’s Family Wealth Secrets

Estate Planning and Divorce: Incapacity, Death and Alimony Considerations… Christine’s Family Wealth Secrets

Hello: I got my wish. It is a beautiful day and though we did not finish much needed yard work over the weekend, we made a good dent in. As a bonus, the lovely weather lifts my spirits and makes … Continue reading

Posted in Asset Protection, Death, Estate Planning, Financial, Healthcare Directives | Comments Off on Estate Planning and Divorce: Incapacity, Death and Alimony Considerations… Christine’s Family Wealth Secrets