Author Archives: Cavafaulkner

The Unexpected Costs of Caring for Elderly Parents in Your Home- Christine’s Family Wealth Secrets

Happy Monday: I’ve had an eventful week, with a successful petition and probate court last week which was great. I also attended the grand opening of the Riverside Sports Bar in Greenhaven on Saturday night with a really fun band, … Continue reading

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Growing Family? Time to Audit Your Insurance Policies – Christine’s Family Wealth Series

Hello- We spent a relaxing weekend, mostly catching up on sleep as we are still recovering from our trip. On Saturday night, we attended a fun event at Sierra Vista Winery, in the foothills near Somerset. We enjoyed a lovely … Continue reading

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How to Achieve Sustainable Business Growth… The Christine Chronicles

Hello- It’s been a tough week, with the heat and jet lag. Here’s picture of our dining view of the georgous Alps, from our trip to Europe with the boys.   I am ready for the weekend. We are attending … Continue reading

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Your Rights as the Parent of a Young Adult – What You Need to Know – Christine’s Family Wealth Series

Hi: Just returned from a  2 week grad trip with the boys to France, Switzerland and Italy.     We had a great trip, lots of driving, but a great trip. We visited Antibes in the south of France, and Eze … Continue reading

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Opening a new Location? Follow These Three Steps First- Christine’s Family Wealth Secrets

Happy Friday: We held a fun, informative wine tasting event last night at Barsetti Winery in Galt, to educate on estate planning and asset protection. As a business owner, these are important concerns as well, along with  business succession and … Continue reading

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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

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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

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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