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...
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- Aug 31
- 3 min
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
- 3 min
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
- 2 min
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
- 3 min
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...
- Nov 25, 2019
- 2 min
Affordable Care Act Open Enrollment 2020 Help Still Available
It 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, 2019
- 1 min
IRS Increases 401(k) Contribution Limits for 2020
For employees age 50 and older, retirement plan cap goes up. The annual tax-deferred amounts workers can set aside for their retirement...
- Nov 21, 2019
- 2 min
The World May Have a Bigger Problem Than a Potential Recession
The 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, 2019
- 3 min
What 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...