Monthly Archives: August 2013

Taking the Complexity Out of Estate Planning…Christine’s Family Wealth Secrets

Happy Labor Day.  I hope you’re enjoying some time off.  I’m actually in Manhattan Beach with family and have been hitting the beach.  It’s been great so far! Christine __________________________________ Taking the Complexity Out of Estate Planning Remember that old … Continue reading

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How to Discipline or Fire Employees the Right Way…The Christine Chronicles

Headed out of town early today for our trip to Manhattan beach. So, just a quick note to say have a great Labor Day weekend. Be safe and enjoy your holiday. Christine ______________________________ How to Discipline or Fire Employees the … Continue reading

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Divorce After 50: Common Mistakes That Can Ruin Retirement…Christine’s Family Wealth Secrets

Hi: We are off and running for another busy week. Met with some great clients last week and I look forward to planning with them. We travel to Manhattan Beach this Labor Day weekend as a special treat to my … Continue reading

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Litigation Over Non-compete Agreements Up 61%…The Christine Chronicles

Well hello: The first full week of school and we survived (yah). The boys have settled in and life is a bit calmer at home. The boys continue trying to find the groove of getting out the door in the … Continue reading

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7 Good Reasons You Need an Estate Plan – Even If You Only Have $500 in the Bank…Christine’s Family Wealth Secrets

Hey: Had a great weekend with my family. I still am doing the never ending school supply shopping and clothes shopping, which is getting old and expensive ($90 pre-calculus calculator…seriously)?? I spent a down day Saturday, trying to stay cool. … Continue reading

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Common Defenses for Breach of Contract…The Christine Chronicles

Happy and Hot Friday Well, it is official! I have two high schoolers as of yesterday! Daniel-a junior and Cameron- a freshman at Pleasant Grove High School. When I asked how it went, I got the usual “it was ok” … Continue reading

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Reducing the Risk of Identity Theft When a Loved One Dies…Christine’s Family Wealth Secrets

Hello and happy to be back. Jean Marie returned from her Alaskan cruise and we are now back in business. On her travels, Jean Marie visited Juneau, Ketchikan and Skagway, along with a jaunt to the spectacular Glacier Bay. Dave … Continue reading

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