Category Archives: Special needs

Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens…. Christine’s Family Wealth Secrets

Hello, I don’t know about you, but when my kids were young… well lets be real, even now, I worry about them. That’s why, when my kids were young, I did what I could to make sure that if something happened … Continue reading

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Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs ….Christine’s Family Wealth Secrets

Hello, This has been a difficult weekend for our family. Our youngest son Cameron lost one of his good friends from kindergarten on Friday night. It’s been very hard on him and his close group of friends. These situations remind … Continue reading

Posted in Asset Protection, Beneficiaries, Death, Estate Planning, Ezine, Guardianship, Inheritances, Insurance, Medical Power of Attorney, Parenting, Probate, Special needs, Success, Trusts | Comments Off on Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs ….Christine’s Family Wealth Secrets

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

Posted in Estate Planning, Ezine, Inheritances, Special needs, Trusts | Comments Off on 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

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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