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Monthly Archives: October 2012
Considerations When Choosing a Healthcare Agent…Christine’s Family Wealth Secrets Newsletter
It has been a crazy, crazy day today. I have been working on a trust accounting trying to get the numbers just right. It is precision work, frustrating at times, but in the end, oh so important. With that said … Continue reading
Posted in Estate Planning, Ezine, Healthcare Directives
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Estate Planning Tools to Protect Family and Business…The Christine Chronicles
We have a busy weekend and Halloween is just next week. Before we know it, Thanksgiving will be here. Daniel has to be in the bay area Saturday for a recruiting event with the coach of the University of Virginia. … Continue reading
Posted in Business Article, Estate Planning, Ezine
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5 Reasons Baby Boomers Need to Pay Attention to Estate Plans Now…Christine’s Weekly Online Family Wealth Secrets Newsletter
The first day(and night) of rain. It was so wonderful to wake up to a drizzly, cool morning. We spent all weekend laying sod and landscaping our pool area. This one barren spot repeatedly grows weeds which we’ve dutifully eradicated … Continue reading
Posted in Estate Planning, Ezine
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Protect & Control Business Assets with a Family Limited Partnership…The Christine Chronicles
I am out of town today for a hearing but am enjoying the breezy weather. Not sure what is happening for Halloween with the Cava boys. The jury is still out if they will appear in costume. However, Dave and … Continue reading
Posted in Business Article, Estate Planning, Ezine
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Things You Should Never Put in Your Will…Christine’s Weekly Online Family Wealth Matters Newsletter
It’s a good day in the Cava Faulkner family. Our oldest son Daniel was invited to play with the best Elite Lacrosse team in Northern California, and possibly all of California. Dreaming big has its advantages! If you are lucky … Continue reading
Posted in Estate Planning, Ezine
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The 4 Deadly Mistakes Small Business Owners Need to Avoid…The Christine Chronicles
I am attending a really cool event this evening. I sponsor a women’s fitness group, Moms in Motion, (MIM), here in Elk Grove. These ladies sweat it out every week training for either a triathalon, running or walking event. They … Continue reading
Posted in Business Article, Ezine
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Talking to Your Spouse About Estate Planning…Christine’s Weekly Online Family Wealth Secrets Newsletter
Picking up some momentum here. Cava & Faulkner received 3 referrals today from professional colleagues who share our vision. Great start to the week. We make it our highest priority to advise & carefully educate you on the hows and … Continue reading
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What To Do When Your Customer Stops Paying…The Christine Chronicles
I am excited that fall seems just about upon us. My favorite time of year, hands down and today really feels like autumn. To celebrate, I wore a beautiful red wool scarf, although wool might have been a bit too … Continue reading
Posted in Business Article
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Planning for the Long-Term Care of Your Special Needs Child- Christine’s Weekly Online Family Wealth Secrets Newsletter
Trying to beat the heat, still, in October. WOW! Today is my anniversary. # 18. What do you get your spouse for your 18th anniversary? I don’t know and have some quick homework to complete. The weather today is about … Continue reading
Posted in Ezine, Special needs
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