Category Archives: Special needs

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

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Protecting Your Child with a Special Needs Trust … Christine’s Family Wealth Secrets

Hi: My best friend, Kecia Thomas, is getting married in early October and I am the matron of honor. Things simmered down with my kids just in time to heat up with the full-on wedding countdown.  I am assisting the … Continue reading

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Special Needs Trust: Protection for Those Who Need It the Most… Christine’s Family Wealth Secrets

Happy Holidays and Merry Christmas: We are hosting another party this year, with less fondue and hopefully more time to enjoy our guests. Dave makes the best cheese fondue, which everyone loves and I am convinced it’s what brings people … Continue reading

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Best of Elk Grove Voting Starts Today! & If You Don’t Trust Your Kids with Money, You Need a Trust… Christine’s Family Wealth Secrets

Hi: We are off to the races with school. We’ve purchased most school supplies and new shoes for the boys. We still need a few new clothes for Cameron. I’m so proud of Cameron who received an A+ on his … Continue reading

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How to Care for Children with Special Needs Through Estate Planning…Christine’s Family Wealth Secrets

Hey: Today has been busy, busy already for us. I had an early morning MD visit for Cameron who is suffering a concussion from intramural basketball. He has been head-achy and sleepy for several days. The doctor confirmed that he … Continue reading

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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

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