Special Needs Trusts - Are You Prepared?
A Special Needs Trust is a special trust that holds title to property for the benefit of a child or adult who has a disability without...
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- Oct 31, 2023
- 2 min
Identity Theft - Insurance Fraud On the Rise
Making You Look Like the Bad Guy Identity theft occurs when your personal identifying information is used by someone else without your...
- Aug 24, 2023
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Dementia and How to Help Your Loved One
What is Dementia? Dementia is actually not a disease in and of itself but, rather, a syndrome that is characterized by a collection of...
- May 30, 2023
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Can Virtual Reality Benefit People with Disabilities?
As you grow older, we're all learning the importance of movement. People who keep moving live longer and are inherently more healthy. ...
- Nov 22, 2022
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Reducing Lonely Feelings Over the Holidays
Seniors an feel lonely over the holidays, especially those that remind us the meaning and importance of family; gathering together to...
- Aug 31, 2022
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Helping Loved Ones Navigate Financial Issues
The National Council on Aging reports that approximately 25 million adults living in the United States aged 60 or over are living at or...
- Jul 1, 2022
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What IS Freedom?
Independence Days Men & women fought and gave the ultimate sacrifice for all of us so that we may enjoy the freedoms we have today. What...
- May 30, 2022
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Duty and Honor on Memorial Day
Each year we recognize the men and women who died in service of their country in the armed forces. Its predecessor, Decoration Day,...
- Feb 23, 2022
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Why You May Want a Fiduciary to Manage Your Money
Hiring a financial planner is one of the most important decisions you’ll ever have to make. It is, oftentimes, the first step toward...
- Nov 22, 2021
- 3 min
Surviving the Holidays Without Your Spouse
Surviving the holidays without your loved one.
- Sep 1, 2021
- 3 min
Who 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, 2021
- 2 min
The 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 1, 2021
- 2 min
The 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 1, 2021
- 1 min
California Conservatorship Facts
With so much false information out in the public recently about conservators and conservatorship, PFAC wanted to do something to provide...
- Jun 8, 2021
- 1 min
Stories Of Care: How Professional Fiduciaries Change Lives - Haru & Miko
The story of Haru & Miko and how professional fiduciaries change lives.
- Jun 7, 2021
- 1 min
Heeding the Call - The Story of California Professional Fiduciaries
Understand what a CLPF does and the value professional Fiduciaries provide.
- Nov 10, 2020
- 4 min
The Origin and History of Veterans Day
Perhaps 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, 2020
- 3 min
Coronavirus Disease (COVID-19) Situation
This is an emerging, rapidly evolving situation and CDC will provide updated information as it becomes available, in addition to updated...
- Dec 26, 2019
- 5 min
California Courts May Invalidate Right of Survivorship in Joint Accounts
Often 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, 2019
- 3 min
Heightened Evidentiary Standard for Moving Conservatees from Their Personal Residence
Frequently when a conservatorship proceeding is commenced, the proposed conservatee is residing in his or her personal residence. Having...
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We offer a 30-minute initial consultation for each new client. After 30 minutes, standard hourly rate will apply to all calls, meetings, and written communications.The information provided above is from the perspective of a professional fiduciary and is not intended to be construed as legal advice.
If you have questions regarding your estate plan, you should consult with a qualified estate planning attorney.
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