Author Archives: Cavafaulkner

What Business Owners Should Know About Non-Compete Agreements… The Christine Chronicles

Hello and Happy Friday: I am in Arizona, working with my family to landscape the front yard of home we own where Daniel and his college peeps live.  Lucky for us, Daniel is a landscape design major and has come … Continue reading

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Before Your Kids Leave For College, Make Sure They Sign These Documents… Christine’s Family Wealth Secrets

Hello, This weekend was a weekend of work for me. I enjoyed a Friday night out with Dave….dinner and a movie, but that was it for fun. I am on a fast countdown to our departure in about six weeks … Continue reading

Posted in Beneficiaries, Death, Durable Power of Attorney, Estate Planning, Healthcare Directives, HIPPA, Incapacity, Insurance, Lawsuits, Medical Power of Attorney, Parenting, Trusts, Wills | Comments Off on Before Your Kids Leave For College, Make Sure They Sign These Documents… Christine’s Family Wealth Secrets

6 Types of Insurance Every Business Should Have in Place…The Christine Chronicles

Hello and Happy Friday, Today’s newsletter covers a crucial topic that every business owner should understand.  Many new business owners just don’t have the capital to invest in multiple insurance policies which adds to their overhead….. at least until they … Continue reading

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3 Key Benefits of Conscious Uncoupling….Christine’s Family Wealth Secrets

Hello and Happy Monday: We are off to the races for another busy week.  I am now on a serious quest to drop some weight in preparation for our trip to Spain in Mid May for the Camino.  Beginning today, … Continue reading

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4 Vital Legal Agreements All Startups Should Have in Place…. The Christine Chronicles

Hello, I am excited to have ordered a new front door for our home. We now have an extra wide wood door which has seen its better days, having become virtually impossible to open with the key. We ordered a … Continue reading

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Estate Planning Tips for Ensuring Your Pets Are Properly Cared For… Christine’s Family Wealth Secrets

Hello, I am feeling amazing after having the brilliant idea to work on our lawn yesterday. Despite being slightly sunburned, we mowed a reasonably substantial portion of our property. While I know this sounds like nothing special, having close to … Continue reading

Posted in Beneficiaries, Caregiver, Charitable groups, Death, Estate Planning, Financial, Guardianship, Healthcare Directives, Incapacity, Pets, Trusts, Uncategorized, Wills | Tagged , , , , , , , , , , , , | Comments Off on Estate Planning Tips for Ensuring Your Pets Are Properly Cared For… Christine’s Family Wealth Secrets

Choosing the Right Life Insurance Policy… Christine’s Family Wealth Secrets

Hi: In speaking with a client this morning about how title is held, I am reminded of how the smallest details in the planning process can have big consequences. The wording in your real estate title (deed) can mean the … Continue reading

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What Will the New Tax Law Mean for Your Business?.. The Christine Chronicles

Hi: I’m out for training today but I thought you would like a tax update, so here you go.  Some useful tidbits for your tax prep this year!!! Stay dry this weekend! Christine _________________________________________ What Will the New Tax Law … Continue reading

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Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

Hello: I am off and running this Monday.  I have my two backpacks and walking shoes and plan to make a decision about which backpack I will use in Spain. I plan to walk the Camino de Santiago from mid … Continue reading

Posted in Asset Protection, Beneficiaries, Blented Families, Celebrity, Death, Divorce, Estate Planning, Ezine, Financial, Guardianship, Healthcare Directives, Incapacity, Inheritances, Investing, Lawsuits, Legacy, Parenting, Probate, Same Sex, Success, Trusts, Wills | Comments Off on Estate Planning Best Practices Gleaned From Famous Celebrity Deaths….Christine’s Family Wealth Secrets

How to Deduct $5,250 of Your Adult Child’s College Tuition as a Business Expense… The Christine Chronicles

Hi: Looking forward to this weekend so that I can get back in the groove of learning Spanish and training. I traveled with Cameron to Tempe last weekend for Daniel’s 21st birthday which was fun. We hiked the Camelback which … Continue reading

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