Author Archives: Cavafaulkner

Commit to Your Estate Plan Before Committing to a Trip Away… Christine’s Family Wealth Secrets

Hello: Family vacations are standard operating procedure for summertime. The kids are out of school and the weather is warm. Before embarking on your family time, please seriously consider scheduling an appointment at our office to put your planning in … Continue reading

Posted in Beneficiaries, Death, Estate Planning, Guardianship, Parenting | Comments Off on Commit to Your Estate Plan Before Committing to a Trip Away… Christine’s Family Wealth Secrets

What Happens to Your Body When You Die? The Choice Can Be Yours… Christine’s Family Wealth Secrets

  Hi: Well, ever so slowly we’re making progress on clearing our property. This has been, and continues to be, such a weird weather year (for instance it appears that it may rain again today), which makes it difficult to … Continue reading

Posted in Death, Estate Planning | Comments Off on What Happens to Your Body When You Die? The Choice Can Be Yours… Christine’s Family Wealth Secrets

The Surprising Secret to Keeping Good Records in Your Small Business… The Christine Chronicles

Hello: This has been a busy week and I am ready for the weekend.  What are your plans?  Speaking of plans, I am co-hosting an event at Barsetti Winery on 6/22/17 at 6 PM. Come join us for wine tasting … Continue reading

Posted in Business Article, Entrepreuner, Financial, Taxes | Comments Off on The Surprising Secret to Keeping Good Records in Your Small Business… The Christine Chronicles

How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets

Hello and Happy Monday: We are excited to tell you about our event at Barsetti’s Winery in Galt, on June 22, 2017 at 6:30.  Wine Tasting on Us!! Yep you heard that right. We have limited space so RSVP to … Continue reading

Posted in Asset Protection, Beneficiaries, Estate Planning, Inheritances, Lawsuits, Special needs | Comments Off on How (and Why) to Disinherit a Child or Grandchild… Christine’s Family Wealth Secrets

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

Posted in Asset Protection, Financial, Retirement, Taxes | Comments Off on Recently Divorced? Here’s Why You Should Put Aside Your Differences Come Tax Season… Christine’s Family Wealth Secrets

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

Posted in Elderly, Legacy | Comments Off on Generational Wisdom in 32 Questions… Christine’s Family Wealth Secrets

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

Posted in Estate Planning, Guardianship, Parenting | Comments Off on Defining the Legal Relationship Between Grandparents and Their Grandchildren… Christine’s Family Wealth Secrets

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