Monthly Archives: February 2016

Steps You Can Take to Protect Your Communications With Your Lawyer… The Christine Chronicles

Hello: It has been a really busy week here in our office. Our assistant had the flu all week so we are glad she is back and almost well.  Otherwise, on the home front, Cameron is trying out for his … Continue reading

Posted in Business Article, Intellectual Property Protection | Comments Off on Steps You Can Take to Protect Your Communications With Your Lawyer… The Christine Chronicles

Watch Out for Predatory Tax Liens on Your Family Home… Christine’s Family Wealth Secrets

Hi: We had an exciting weekend. Cameron went for his first on-the-road driving with an instructor yesterday. He had much trepidation (really an understatement). He did not leave the driveway for 1/2 hour. However, as expected, he came back raving … Continue reading

Posted in Asset Protection, Elderly, Estate Planning, Ezine | Comments Off on Watch Out for Predatory Tax Liens on Your Family Home… Christine’s Family Wealth Secrets

Self-Employment Business Ideas… The Christine Chronicles

Hello and happy Friday. Spring is in the air although it’s brisk today. We still hope to make it to the slopes sometime soon as I expect the snow is fabulous and there’s lots of it. I marveled at the … Continue reading

Posted in Business Article, Employment, Entrepreuner | Comments Off on Self-Employment Business Ideas… The Christine Chronicles

Planning for Charitable Giving… Christine’s Family Wealth Secrets

Hi: I spent the weekend in SoCal watching my eldest play lacrosse for ASU. Daniel injured his knee (possible torn meniscus). Thus the head coach decided playing Saturday was not in the cards. Daniel and a teammate taped the SLC … Continue reading

Posted in Ezine, Taxes | Comments Off on Planning for Charitable Giving… Christine’s Family Wealth Secrets

The Best Gift You Can Leave to Your Loved Ones… Christine’s Family Wealth Secrets

Hi: I am keeping it short as I am running out of the office to spend what is left of the day with my family.  Cameron had a holiday today and while I spent most of my day in the … Continue reading

Posted in Estate Planning, Ezine, Inheritances, Legacy | Comments Off on The Best Gift You Can Leave to Your Loved Ones… Christine’s Family Wealth Secrets

Behaviors of Successful Entrepreneurs… The Christine Chronicles

Hello: I just completed an annual meeting with clients who are optimistic, happy people. It’s days like this that I really love what I do. Their optimism rubs off on me. Hanging out with positive people makes me feel more … Continue reading

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Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return… Christine’s Family Wealth Secrets

Hello. Boy it’s sure been nice to see the sun these last couple of days  I’m all for rain and snow, but a break now and then is a good thing too. Nevertheless, let’s hope it keeps on coming–we NEED … Continue reading

Posted in Beneficiaries, Estate Planning, Ezine, Inheritances, Wills | Comments Off on Holiday Bonus + Tax Refund Spending: Where to Put it For Max Return… Christine’s Family Wealth Secrets