Monthly Archives: May 2017

Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season… Christine’s Family Wealth Secrets

Hi: Hope you had a wonderful Memorial Day weekend. I spent time with my friend and colleague Nicolette Eberle with NY Life, at the Dancing Fox Winery in Lodi on Saturday. We were doing some research for our next event–that … Continue reading

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Generational Wisdom in 32 Questions… Christine’s Family Wealth Secrets

Hello: One day and counting to Cameron’s graduation. Yipee!  We are excited for Cameron to matriculate and begin a new chapter of his life.  It is an exciting time for our family, especially Dave and I, watching our youngest graduate … Continue reading

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Leaving Without a Plan: Prince Didn’t Leave a Will & Here’s Why You Should… Christine’s Family Wealth Secrets

Hello- I hope you had a lovely Mother’s day with your mother, wife  or daughter. I enjoyed a lovely brunch a la Daniel, Cameron and Dave comprised of Crepes Suzette (yes my kids are adventurous in the kitchen indeed, bacon … Continue reading

Posted in Beneficiaries, Celebrity, Death, Estate Planning, Guardianship, Legacy, Trusts, Wills | Comments Off on Leaving Without a Plan: Prince Didn’t Leave a Will & Here’s Why You Should… Christine’s Family Wealth Secrets

Defining the Legal Relationship Between Grandparents and Their Grandchildren… Christine’s Family Wealth Secrets

  Hello and Happy Monday: I had a wonderful, relaxing girls’ weekend in San Luis Obispo.  Mostly, I enjoyed sleeping in, and shopping with my girlfriends. I have never been to SLO, and enjoyed my time away tremendously. We wine … Continue reading

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Avoid These 5 Common Start-up Legal Mistakes… The Christine Chronicles

Hello- I headed out of town for a bit of R&R with my friends to see San Luis Obispo- a place I have never been.  Looking forward to getting away from the tension of finals weeks for my kids and … Continue reading

Posted in Asset Protection, Building Wealth, Business Article, Business Entities, Entrepreuner, Intellectual Property Protection, Startup, Success, Taxes | Comments Off on Avoid These 5 Common Start-up Legal Mistakes… The Christine Chronicles

How Can I Plan for a Strategic Retirement?.. Christine’s Family Wealth Secrets

  Hello- Feeling a bit green today, and not sure why so will keep this brief, although we have exciting news having hired a new, very experienced attorney on our litigation side.  He will help Dave grow that side of … Continue reading

Posted in Retirement | Comments Off on How Can I Plan for a Strategic Retirement?.. Christine’s Family Wealth Secrets