Latest Blog Posts - California Trustee Blog
- “Age-In-Place” Villages Springing UpU.S. News magazine published an article in March about the rise in “Age-In-Place” retirement villages. These pop-up ‘villages’ incorporate community support networks to help senior citizens remain independent in their own home...
- Mortgage-Interest Deduction May Be Scaled BackProvided via Craig Curreri, Pacific Union International Originally posted December 6, 2012 Limits on the mortgage-interest tax deduction are looking more likely after President Barack Obama said this week that tax breaks benefiting middle-class famil...
- Upcoming Changes to Social Security PaymentsStarting March 1, 2013 the Social Security Administration will be switching to direct deposit for all federal benefit program payments. We are currently in a phasing out period therefore, all new retirees and new applicants for Social Security and Fe...
- VIEW OUR UPDATED EVENTS CALENDAR!on Aug 23, 2012 in UncategorizedCalifornia Trustee Calendar Section...
- AUGUST IS “MAKE-A-WILL-MONTH”August is national “Make A Will Month”. This is the perfect time to take a moment and review where your assets will be going after you are gone. No one likes to think of the end of life but without a solid plan, our loved ones can suffer...
- OLDEST AMERICANS LIVING LONGER AND RICHER LIVESon Aug 21, 2012 in Editorials and Commentary senior finances Senior Health senior lifestyles Smart money elderlyAugust 21, 2012 NPR.org, by Richard Knox America’s oldest citizens are generally getting healthier, living longer and doing better financially. But there’s lots of room for improvement. That’s the take-home from an exhaustive pictur...
- Santa Rosa Woman Accused of Stealing From Elderly Man with DementiaPosted July 30, 2012 | Julie Johnson | Press Democrat A 22-year-old Santa Rosa woman working as an in-home health aide for an elderly man with dementia was arrested on suspicion of stealing money from his bank account, Petaluma police said.
- DEMENTIA CASES RISING IN SONOMA COUNTYExcept by Janelle Wetzstein PETALUMA ARGUS-COURIER | Monday, June 18, 2012 Charlotte Phelps Moran had always been an eccentric person, according to her family. Her daughter, Petaluma resident Cyndi Kowalski, said that being different was somethi...
- CARING FOR THE CAREGIVERNew York Times best-selling author and hall-of-fame speaker LeAnn Thieman will host a day-long retreat and book signing for “Chicken Soup for the Caregiver’s Soul”, her newest work in the “Chicken Soup for the Soul” seri...
- WHY YOU MIGHT NEED A FIDUCIARYon May 29, 2012 in About Us california fiduciary elder care senior finances Trust Estate AdministrationWhy, When and How: Written by: Dean A. Romo and Matthew M. DeWeese http://www.rjsjc.com Professional fiduciaries have been around for years but had not been widely utilized until recently. There are a variety of reasons that you may want to consider...
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