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Recent Update on Eviction Moratorium in California

February 5, 2021

Recent Update on Eviction Moratorium in California

For landlords, property owners and real estate investors attempting to keep their properties in a positive cash-flowing position, eviction legislation in CA has changed yet again. Many landlords were expecting to be able to begin evictions in February 2021. However, on January 29th the California Statewide Eviction Moratorium, via Senate Bill 91, was extended through June 30, 2021.

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KICK-START YOUR TAX-ADVANTAGED CONTRIBUTIONS INTO AN ABLE ACCOUNT IN THE NEW YEAR!

January 21, 2021

KICK-START YOUR TAX-ADVANTAGED CONTRIBUTIONS INTO AN ABLE ACCOUNT IN THE NEW YEAR!

Considering a fresh, New Year has finally arrived, there’s no better time to begin planning how to use and fund an ABLE account. Achieving a Better Life Experience (ABLE) Accounts are tax-advantaged, savings accounts for individuals with disabilities. The beneficiary of this type of account is the account owner and income earned by the ABLE accounts cannot be taxed. If you are funding an ABLE account for someone, consider these five tips in this article written by Lee Ann Hitchman, CLPF/MBA and Licensed Professional Fiduciary.

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Holiday Reflections—Support for Loved Ones with Dementia in the New Year

January 4, 2021

Holiday Reflections—Support for Loved Ones with Dementia in the New Year

With 2020 now in the rear view mirror, the added hustle and bustle of the holidays behind us, and considering this past year has been one of the most challenging years on record, ideally we’ll have more time to focus on our loved ones struggling with neurocognitive disorders and memory challenges. In this article written by Lee Ann Hitchman, CLPF/MBA and Licensed Professional Fiduciary, you will discover ways to spend the holidays with those who suffer with cognitive impairment.

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Protecting Your Love Ones, Your Legacy, and Your Assets In the New Year Ahead

December 29, 2020

Protecting Your Love Ones, Your Legacy, and Your Assets In the New Year Ahead

Especially considering last year’s global health issues, the new year is an ideal time to refresh or create an estate plan to provide for those you love, protect your assets, and secure your legacy you’ve worked hard to build. By discussing your objectives with a team of trusted professionals—often including an estate planning attorney, financial advisor and tax planner—you can craft the very best solution for your loved ones.  In this article LeeAnn Hitchman, CLFP/MBA and Founding Partner at Hitchman Fiduciaries, explores strategies for special needs considerations and discretionary spending and why estate planning is so important.

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Tips for Successor Trustee Selection

October 23, 2020

Tips for Successor Trustee Selection

When it comes to selecting a successor trustee, there are many factors and choices that need to be considered when making this important decision. Family members and close friends are most often chosen for this role, because it can be perceived as an honor to serve the family in this way and there is an expectation this option will be less expensive. But, major issues and challenges can ensue when family members and friends serve in this way, that can cause major headaches and unneeded drama.

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