Monthly Archives: May 2014

How to Protect Your Legacy With a Business Succession Plan… The Christine Chronicles

Posted on May 30, 2014 by Cavafaulkner

Hi: The boys are finished with school; let summer begin! Took the boys and their friends for a celebratory lunch at Paesanos. They were packed. I feel a weight has been lifted from my shoulders- crazy huh? Now the boys … Continue reading →

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Your Memorial Should Be More Than Just Money… Christine’s Family Wealth Secrets

Posted on May 27, 2014 by Cavafaulkner

Happy Belated Memorial Day. Hope yours was fun-filled. Our kids were gone for most of the weekend, leaving Dave and me the chance to reconnect. It was nice watching movies, eating buffalo wings, and relaxing sans kiddos. I cleaned the … Continue reading →

Posted in Estate Planning, Ezine, Legacy | Leave a comment

How Employers Can Avoid Wrongful Termination Litigation… The Christine Chronicles

Posted on May 23, 2014 by Cavafaulkner

TGIF! What are your plans for Memorial Day? We have a busy long weekend scheduled.  Daniel will play in a 3-day tournament out of town; Cameron will play basketball tomorrow; Dave will work on his project all weekend (from what … Continue reading →

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Go to Walmart for Bananas, Not Estate Planning… Christine’s Family Wealth Secrets

Posted on May 19, 2014 by Cavafaulkner

Hello: Busy weekend for the Cava/Faulkners.   On Thursday evening, I attended the Sacramento Estate Planning Council 60th Anniversary dinner with Dave, my good friend Kecia Thomas; and Kecia’s fiancé, David Buehler – a local fiduciary who was kind enough to … Continue reading →

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How to Raise the Next Generation of Business Owners… The Christine Chronicles

Posted on May 17, 2014 by Cavafaulkner

Hot Hot Hot- Understatement for San Diego county right? My good friend Diann Cohen mentioned these fires yesterday (I had no idea-life has been too busy-end of school, lacrosse, MD appointments and Basketball- for me to notice what is going … Continue reading →

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7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court… Christine’s Family Wealth Secrets

Posted on May 12, 2014 by Cavafaulkner

Hi There: How was your Mother’s Day?  I heard from so many friends on Facebook.  Dave treated me and our boys to a wonderful dinner at Silva’s Sheldon Inn. The food was amazing- I had stuffed chicken breast with some … Continue reading →

Posted in Beneficiaries, Estate Planning, Ezine, Guardianship, Healthcare Directives, Inheritances, Retirement, Trusts, Wills | Leave a comment

What Employers Need to Know About Employee Privacy Laws… The Christine Chronicles

Posted on May 10, 2014 by Cavafaulkner

Hi: Hope you have some great plans for Mothers day- to celebrate with your mother, your wife, or your kids, or even better, all of the above. Not sure of our plans yet. We may stay home and I will … Continue reading →

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The Wealth Creation Trust: A Gift That Keeps On Giving… Christine’s Family Wealth Secrets

Posted on May 6, 2014 by Cavafaulkner

Happy Cinco De Mayo- Not sure what we are doing tonight. Dave and I may go out for a Cinco De Mayo cocktail, but we are just as apt to go home and finish our movies we never watched this … Continue reading →

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Business Owners- Use Caution When Developing Social Media Policies… The Christine Chronicles

Posted on May 2, 2014 by Cavafaulkner

Hi: Just had a great lunch with my dad, who came all the way to Elk Grove from Davis to get together. We have not “caught up” for a while so Dad got the entire run down on kids, sports, … Continue reading →

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