Monthly Archives: May 2015

A Duty Checklist for Trustees of a Trust… Christine’s Family Wealth Secrets

Hi: We had a busy weekend. On Friday we tailgated at our office for the Craig Campbell band (although we purchased several tickets, we had so much hanging with our friends on “the other side of the fence”), and then … Continue reading

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Legal Considerations for Launching a Home-Based Business…The Christine Chronicles

Hi: Our office got a face lift yesterday as did the entire Old Town area, which now looks amazing. Honestly, with all the people leaning against our building, black shoe marks on the paint, the building literally now “pops”, as … Continue reading

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Lessons from Oprah on How to Protect Your Brand… The Christine Chronicles

Wishing you Health, Happiness and a life filled with Passion! Christine ______________________________________ Lessons from Oprah on How to Protect Your Brand When you hear the name “Oprah,” you think of one person. Not only because the name itself is so … Continue reading

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10 Items That Should be Evaluated During an Estate Plan Review… Christines Family Wealth Secrets

  Wishing you Health, Happiness and a life filled with Passion! Christine ______________________________________ 10 Items That Should be Evaluated During an Estate Plan Review Estate planning is an ongoing process, and plans should be reviewed with a qualified estate planning … Continue reading

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The Importance of Providing for Incapacity in Your Estate Plan… Christine’s Family Wealth Secrets

Hi: We are off the races for another month. Speaking of races, I recorded the Kentucky Derby and have not yet watched it. I enjoy looking at the colorful hats adorning the ladies. The Derby is on my bucket list. … Continue reading

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Don’t Panic Over Taxes. Use These Special Tax Tips for the Small Business Owners… The Christine Chronicles

Hello: It’s May Day! When I was a little girl, my sister and I picked flowers for our mom, made a paper basket, left them on the doorstep, rang the doorbell, then hid and watched the look on her face. … Continue reading

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