Monthly Archives: July 2013

7 Steps for Effectively Managing an Inheritance…Christine’s Family Wealth Secrets

It’s back to work today after our short break. Even a few days away is great for recharging and a long weekend or two to look forward to goes a long way toward fullfilling that work-life balance “they’re” always talking … Continue reading

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Don’t Bet the Family Business on No Estate Plan…The Christine Chronicles

Heading home from Pennsylvania tomorrow.  We’re in Philadelphia this afternoon taking in a bit of the “Philly” culture.  Dave & I have spent a couple of very relaxing days at a cabin in the “wilderness” while Daniel has been busy at … Continue reading

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Lessons from James Gandolfini’s Expensive Mistakes… Christine’s Family Wealth Secrets

I’m off to Pennsylvania today so am keeping this brief. It’s always interesting to see what the uber wealthy do. The world idolizes these people, oftentimes wrongly believing that they have it all under control. As a follow up to … Continue reading

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Starting a Business- Plan for Your Own Success…The Christine Chronicles

Hi: Well, now that the holidays are over, things seem to be settling down. We are off next week on a mini vacation-getaway for Dave and I. Daniel is playing in a showcase at Lehigh University in Bethlehem PA, and … Continue reading

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Planning For What Happens Last…Christine’s Family Wealth Secrets

Thank you for supporting Cava & Faulkner in the Best of Elk Grove Competition. You voted us “Best Attorney” 2011 & 2012. With your help we can make it again our third year! Please vote for Cava & Faulkner, Attorneys … Continue reading

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What the Delay in Obamacare Means for Small Business…The Christine Chronicles

I’m on the lacrosse trail today in Sonoma, with Daniel. He played in Danville on Wednesday and wil be in Sonoma all weekend. It’s exciting to see all of the division 1 coaches. Michigan has shown interest in Daniel and … Continue reading

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Making a Plan for Your Digital Assets…Christine’s Family Wealth Secrets

Hi: Looking forward to another great week of lacrosse for older son Daniel. His team won the High School Division championship game at the Warrior Aloha Lacrosse tournament this weekend in Elverta. I believe this is the first ever lacrosse … Continue reading

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Business Succession Planning: Lessons Learned from Lack of a Plan…The Christine Chronicles

How are you? I had a great 4th of July with my kids; 2 parties, lots of swimming and eating really great food, and reconnecting with old and dear friends. Dave sadly did not join us as he may have … Continue reading

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How to Ensure Your Life Insurance Benefits Go to Your Heirs…Christine’s Family Wealth Secrets

Happy and hot Monday! Yesterday we celebrated our youngest son’s 14th birthday. He played basketball with his buddies and got the coolest basketball cake made by Aunt Jean Marie. We spent a lot of time with 10 crazy boys in … Continue reading

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