California Trustee Blog

Latest Blog Posts - California Trustee Blog

• Mortgage-Interest Deduction May Be Scaled Back
  on Jan 10, 2013 in Hot Topics! News Media california fiduciary Mortgage real estate senior finances
  Provided 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 Payments
  on Jan 10, 2013 in Hot Topics! News Media california fiduciary senior finances social security
  Starting 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 Uncategorized
  California Trustee Calendar Section...
• AUGUST IS “MAKE-A-WILL-MONTH”
  on Aug 21, 2012 in Awareness Hot Topics! assets california fiduciary Wills
  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 LIVES
  on Aug 21, 2012 in Editorials and Commentary senior finances Senior Health senior lifestyles Smart money elderly
  August 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 Dementia
  on Jul 31, 2012 in News Media Santa Rosa senior fraud
  Posted 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 COUNTY
  on Jun 18, 2012 in Awareness Case Studies california trustee Care Management Cost of living seniors elder care fiduciary services
  Except 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 CAREGIVER
  on Jun 11, 2012 in Uncategorized Care givers Chicken Soup for the Soul
  New 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 FIDUCIARY
  on May 29, 2012 in About Us california fiduciary elder care senior finances Trust Estate Administration
  Why, 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...
• CASE STUDY: Geriatric Case Management
  on May 1, 2012 in Case Studies california fiduciary Care Management elder care fiduciary services
  The following is a brief case study exemplifying the benefits of a Geriatric Case Manager who is also a licensed Marriage and Family Therapist: A Therapeutic Case Manager. -Drew Ross, licensed Marriage and Family Therapist Mrs. M. is a 93-year-old wi...

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