MJOcana Profile
Jacquelynne
Join Date:
2011-09-22
Blogs Owned
1. California Trustee Blog
Blog features professional seminars, legal services, and pertinent articles regarding California fiduciary practice including trust management, conservatorships, and probated estate administration.
Tags: fiduciary, trusts, estates, probate, conservatorships
Latest Blog Posts
- 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...
- CASE STUDY: Geriatric Case ManagementThe 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...
- Lowering the Risk of Demensia Through FoodsYou can help keep your brain healthy with these six foods — plus a dose of sunshine The food you eat may have a lot to do with how healthy your brain stays as you age, according to the latest nutritional research. People in their late 80s with high...
- TRUST ADMINISTRATION AND BANK INTERNAL POLICIESon Mar 22, 2012 in Seminars and Events Trust Estate AdministrationJoin the Redwood Empire Estate Planning Council and Friedemann Goldberg, LLP for a discussion regarding the interplay of trust administration and bank internal policies and procedures. Encountering unforeseen problems with banks can undermine establi...
- Millions Managing Aging Parents’ Care From AfarAn except from the article by MATT SEDENSKY of the Associated Press As lifespans lengthen and the number of seniors rapidly grows, more Americans find themselves in [a] perilous position, struggling to care for an ailing loved one from hundreds or th...
- IPad Helps Special Needs Children Communicateon Oct 24, 2011 in Hot Topics! special needs trustsIn this 60 Minutes special report from October 23, reporter Leslie Stahl discusses the communication advances in autistic children who use tablet computers. This technology has become paramount for many Special Needs Trust clients who find communic...
- Seniors Need More Safe Havens from Abuseon Oct 4, 2011 in UncategorizedExcerpt from Mike King President/CEO, Volunteers of America Published: 10/4/11| Huffington Post At one point, “Emma” considered living on the streets rather than remaining in a family environment she found threatening. The 70-year-ol...
- Santa Rosa man accused of stealing $100,000 from wife’s grandfatherThe Press Democrat reports today that Santa Rosa resident Paul Tart, 29, has been arrested for stealing more than $100,000 from his wife’s 97 year-old grandfather. Presumably an act of fraud, the grandfather reported two weeks ago to the Sher...
- JITTERBUG J: Best cell phone for seniorsDigital media dominates all levels of communication today. Cell phones along with televisions, stereos, and computers have gotten smaller and smaller with many complicated features that make even the most simplistic devices difficult to use. In...
- ECOFUNERALSon Jul 21, 2011 in Hot Topics!Ecofuneral Video Environmentally conscious people in the United States are opting for what are known as “ecofunerals”. The conventional US funeral is expensive and environmentally unfriendly so “green” funerals, which are ch...
- 91-year-old Santa Rosa resident wins Senior Games!on Jul 6, 2011 in News MediaPosted by Howard Senzell | Sunday, July 3rd, 2011 Roger Anawalt, the 91-year-old who picked up a gold medal in last month’s Wine Country Senior Games, is among 900 runners competing in the Kenwood Footrace on Independence Day. The Santa Ra...
- 10 Baby Boomer Heroineson May 20, 2011 in Editorials and CommentaryCheck out this list of 10 baby boomer heroines who have impacted their communities and the world. Dilma Rousseff, President of Brazil Claim to fame: She is the first female president of her country. Tough times: She was once member of a guerrilla gro...
