Category Archives: Healthcare Directives

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

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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

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(Re)Defining Family: Estate Planning for the Post-Nuclear Family… Christine’s Family Wealth Secrets

Hello. It’s amazing to me that tomorrow is the last day of February! I’ve had a list of projects to start or work on, and some to finish.  I told myself that if I started soon after the holidays, by … Continue reading

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Does Your Parent Need Help With Finances? Start Here… Christine’s Family Wealth Secrets.

Hello- My spirits are soaring with the warm weather.  I am thrilled that we finally have blue skys even if just for a few days. The wet weather and overcast was a bummer. Driving to Stockton today I saw the … Continue reading

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Three Health Care Documents You Need to Include in Your Estate Plan… Christine’s Family Wealth Secrets

Hello- This weekend I spent time walking my dogs, Odie and Finn, also working toward my walking training.  I walked about 4 miles on Saturday and Sunday, which raises my spirits with all the darkness and rain. We watched the … Continue reading

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Power of Attorney – What is it and Is it Enough?.. Christine’s Family Wealth Secrets

Hello- Another Monday here yet again. This weekend, one of our very tall Eucalyptus trees toppled.  The ground was just too wet and winds too high.  The wind this weekend was pretty strong where we are and I feel lucky … Continue reading

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Why You Need to Update Your Estate Plan After These Life Events… Christine’s Family Wealth Secrets

Hi there: Hope you are starting your holiday week happy and healthy. I attended a few holiday parties and quite a few folks were out sick.  We are out of town for a holiday adventure of our own, just the … Continue reading

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How to Discuss Estate Planning With Aging (or Sick) Loved Ones – Part 2… Christine’s Family Wealth Secrets

Hi: We had small gathering last night with friends for the annual fondue holiday party. The fondue was a hit, despite the cheeses not mixing exactly as they should. Who can resist cheese and wine right?  One more week of … Continue reading

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How to Discuss Estate Planning With Aging (or Sick) Loved Ones… Christine’s Family Wealth Secrets

We are back: You have likely noticed our absence in  the past few weeks. Jean Marie and I walked our “3 Day, 60 mile walk” in San Diego, which ended November 20th.  It was tough–we walked for 10 ½ hours … Continue reading

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