May 302 minDuty and Honor on Memorial DayEach year we recognize the men and women who died in service of their country in the armed forces. Its predecessor, Decoration Day,...
Feb 243 minWhy You May Want a Fiduciary to Manage Your MoneyHiring a financial planner is one of the most important decisions you’ll ever have to make. It is, oftentimes, the first step toward...
Nov 23, 20213 minSurviving the Holidays Without Your SpouseSurviving the holidays without your loved one.
Sep 2, 20213 minWho Will Manage Your Loved One's Special Needs After You're Gone?Choosing a trustee for a Special Needs Trust is a BIG deal. A very big deal. When you create a special needs trust for a loved one, you...
Jul 13, 20212 minThe Roles of a Fiduciary (Part 2)In our previous blog, we discussed how the role of the fiduciary is vastly important and must fulfill the duty of care, the duty of...
Jul 2, 20212 minThe Roles of a Fiduciary (Part 1)A fiduciary is an entity with the power and legal obligation to act on behalf of another in situations that require trust, honesty, and...
Jul 2, 20211 minCalifornia Conservatorship FactsWith so much false information out in the public recently about conservators and conservatorship, PFAC wanted to do something to provide...
Jun 8, 20211 minStories Of Care: How Professional Fiduciaries Change Lives - Haru & MikoThe story of Haru & Miko and how professional fiduciaries change lives.
Jun 7, 20211 minHeeding the Call - The Story of California Professional FiduciariesUnderstand what a CLPF does and the value professional Fiduciaries provide.
Nov 11, 20204 minThe Origin and History of Veterans DayPerhaps there has never been a more important day to recognize the origin and history of Veteran's Day. To recall and remember what our...
Mar 13, 20203 minCoronavirus Disease (COVID-19) SituationThis is an emerging, rapidly evolving situation and CDC will provide updated information as it becomes available, in addition to updated...
Dec 26, 20195 minCalifornia Courts May Invalidate Right of Survivorship in Joint AccountsOften an aging parent will add an adult child to the parent’s account as a joint holder to assist with asset management or bill payment. ...
Dec 20, 20193 minHeightened Evidentiary Standard for Moving Conservatees from Their Personal ResidenceFrequently when a conservatorship proceeding is commenced, the proposed conservatee is residing in his or her personal residence. Having...
Nov 25, 20192 minAffordable Care Act Open Enrollment 2020 Help Still AvailableIt may be harder to find, so advocates say don’t wait until the last minute. With open enrollment for most Affordable Care Act (ACA)...
Nov 22, 20191 minIRS Increases 401(k) Contribution Limits for 2020For employees age 50 and older, retirement plan cap goes up. The annual tax-deferred amounts workers can set aside for their retirement...
Nov 21, 20192 minThe World May Have a Bigger Problem Than a Potential RecessionThe global economy is stuck in a rut that it won’t exit unless governments revolutionize policies and how they invest, rather than just...
Nov 20, 20193 minWhat to Expect From a Medicare Wellness Visit The annual meeting with a doctor is not the same as an exam. Nearly 55 years ago, Medicare revolutionized the way older Americans would...
Nov 19, 20194 minGetting Financial Assistance for Caregiving Is Not Easy — but It's PossibleTapping assets like your house is an option, but proceed with care. Being a caregiver is a hard job. It gets a lot harder if the person...
Nov 18, 20195 minMore Adults Over 50 Starting Their Own BusinessesMost say they are very happy with the decision. Adults age 50 and older are starting new businesses at a rate that's been growing for...
Nov 15, 20192 minFamily Caregivers Provide Billions of Hours of Care AnnuallyAn estimated 41 million family caregivers in the United States provided 34 billion hours of unpaid care to adult loved ones in 2017,...