Monthly Archives: November 2013

10 Tips for Charitable Giving This Holiday Season…Christine’s Family Wealth Secrets

Hello: We hope you are planning for a wonderful holiday week with your family. Indeed, November, with the Thanksgiving holiday, seems a perfect time to discuss charitable giving. As they say, charity begins at home. Thus today’s article focuses on … Continue reading

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Will Your Company’s Non-Compete Agreement Be Enforceable?…The Christine Chronicles

Hello: We are gearing up for our holiday next week. Daniel & Cameron are out of school all week so I hope to spend some down time with them. Very excited that my son Daniel received an email from an … Continue reading

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New Help for Financial Caregivers…Christine’s Family Wealth Secrets

Hi Back from Costa Mesa. Daniel played well, not his best, but he made a respectable showing. Lots of coaches and several schools Daniel is interested in; Univ of Michigan, Salisbury, Tufts and UCSB. Daniel attended two recruiting seminars and … Continue reading

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3 Steps to Maximize Profits When Selling Your Company…The Christine Chronicles

Hey there: Happy Friday to you. I’m off this afternoon with Daniel to catch a flight to LA for his Adrenaline High Rollers Tournament this weekend. No rest for the wicked with this bunch, as they have the kids scheduled … Continue reading

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So You’ve Been Named the Trustee of a Trust…Now What? Christine’s Family Wealth Secrets

Happy Veterans Day: Dave and I are off today with our boys. Cameron has his basketball tryout today and we hope he makes the team. He trained over the weekend and his coach says he’s got what it takes to … Continue reading

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How to Protect Your Intellectual Property…The Christine Chronicles

Hi: It has been relatively quiet in the office, a welcome respite from the craziness of the weeks past. Both of my boys are training for sporting events- Cameron for PGHS basketball tryouts on Monday & Daniel for the Adrenaline … Continue reading

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Why Estate Planning is for Life, Not Death…Christine’s Family Wealth Secrets

It’s a bit chilly today and I like it. I am ready for fall weather to arrive. Cameron played his last CYBL basketball game on Saturday and his team won. He also participated in a 3 hour agility basketball training … Continue reading

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Why Every Business Owner Needs an Estate Plan–Even Before You Think You Do…The Christine Chronicles

Hello: We celebrated Halloween again at my good friend Kecia Thomas’ home- a tradition now for about 8 years. Daniel & Serena dressed up-you will have to see this one for yourself (my darling child has the RED hair). They … Continue reading

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