Monthly Archives: December 2017

Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

Happy Tuesday: I hope you had a wonderful holiday.  We had a very low key Christmas, with a few gifts, but mostly sleeping in, hanging out in our PJs and cooking dinner. Our holiday was really about spending time together, … Continue reading

Posted in Asset Protection, Death, Estate Planning, Financial, Guardianship, Incapacity, Parenting, Trusts, Wills | Comments Off on Ready to Write Your Will? Consider This Before You Go It Alone or Online… Christine’s Family Wealth Secrets

The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages… Christine’s Family Wealth Secrets

Hello. At this very moment, Christine and family are headed home from their short jaunt in Iceland. As expected–it’s called Iceland for a reason!–they’ve all had to endure lots of cold, snow and ice.  Just the thing to put them … Continue reading

Posted in Beneficiaries, Elderly, Estate Planning, Inheritances, Wills | Comments Off on The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages… Christine’s Family Wealth Secrets

Weathering the Storm: How Families Can Plan for Natural Disasters… Christine’s Family Wealth Secrets

Hello and Happy Monday. It’s Jean Marie here.  Christine and family are braving the cold and wind in the arctic (ok, nearly arctic) city of Reykjavik in Iceland. I received a text from her today saying a massive wind storm … Continue reading

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The Ten Richest Families in America and Their Rise to Riches… Christine’s Family Wealth Secrets

Happy Monday: I read today that Jeff Bezos, CEO of Amazon, is the wealthiest person in the world, topping $100 billion net worth. Having spent my fair share on Amazon, I am not at all surprised. However, will his billions … Continue reading

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Culture: How a Practice of Karma Can Improve Your Business… The Christine Chronicles

Hello and Happy Friday: Wow, what a year!  Floods, hurricanes, fires and other weird weather anomalies.  Despite all of the craziness, this has been a good year for me. My youngest son graduated from high school, and gained valuable work … Continue reading

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