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Deductibility of Caregiving Costs

March 25, 2024

Deductibility of Caregiving Costs

Some seniors as they age require the assistance of either an assisted living facility or in-home caregivers, which can be either non-medical or nursing. Fortunately, some of these costs may be deductible from income taxes as medical expenses.

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Lee Ann Hitchman, Partner, and Professional Fiduciary of Hitchman Fiduciaries, Receives NACCM Certification Achievement

September 11, 2023

Lee Ann Hitchman, Partner, and Professional Fiduciary of Hitchman Fiduciaries, Receives NACCM Certification Achievement

Hitchman Fiduciaries, a prominent fiduciary services and care management firm in Newport Beach, CA, is excited to announce that Lee Ann Hitchman's application for NACCM certification as a Certified Care Manager (CMC) has been approved, demonstrating their commitment to delivering top-notch care management services. This prestigious achievement grants Lee Ann Hitchman the "CMC" designation for the next three years, highlighting her dedication to professional excellence and continuous development in the ever-evolving field of care management.

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Lee Ann Hitchman, Partner and Professional Fiduciary of Hitchman Fiduciaries, Volunteers Her Time in a Local Financial Literacy Program

November 22, 2022

Lee Ann Hitchman, Partner and Professional Fiduciary of Hitchman Fiduciaries, Volunteers Her Time in a Local Financial Literacy Program

Lee Ann Hitchman, partner and professional fiduciary with Hitchman Fiduciaries, believes financial literacy is critical for future generations to live their best lives. In her free time, Lee Ann teaches young people critically needed skills to help them make smarter decisions at an earlier age. Topics include financial transactions such as obtaining a mortgage, managing or avoiding credit card debt, the value of saving and compounding, and financial best practices.

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California Receivers Forum (CRF) and the Young Professional’s Council (YPC)

August 30, 2022

California Receivers Forum (CRF) and the Young Professional’s Council (YPC)

Have you ever wondered what exactly is involved in the valuation of a business? This lively and highly educational presentation is sure to enlighten! California Receivers Forum (CRF) and the Young Professional's Council (YPC) invite you to join them at this in-person or via a Livestream session on Wednesday, September 21st from 3:30-4:30 PM, with networking from 4:30-6:00 PM, and this session qualifies for 1.0 MCLE and 1.0 CPE.

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Foundations in Personal Finance for Youths and Teens - Financial Literacy

August 8, 2022

Foundations in Personal Finance for Youths and Teens - Financial Literacy

It is never too early to get started with financial literacy. Do budgeting and saving seem complicated and confusing? The Mastermind Collective makes it easy! Our financial literacy workshop teaches teens and youths the basics of money management, budgeting, saving, debt, and investing. This knowledge lays a foundation for them to build strong financial habits and avoid the most common mistakes that lead to a lifetime of money struggles.

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Vacant Real Estate Properties Inside Trusts and Estates

April 20, 2022

Vacant Real Estate Properties Inside Trusts and Estates

Did you know that a vacant property may not be covered by your homeowner's insurance? It can be devasting to find out your insurance claim is denied, especially when a vacant property is included in an estate, trust, or during probate. In this insightful article by Lee Ann Hitchman, CLPF and Founding Partner at Hitchman Fiduciaries, you’ll learn more about this important topic

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Elderly Fraud and Senior Scams

March 21, 2022

Elderly Fraud and Senior Scams

Every year some elderly Americans fall victim to financial fraud. In this article, we discuss why the elderly are vulnerable to financial fraud, and a list of common scams to be aware of to protect your loved ones. Learn more about how Hitchman Fiduciaries can support you and your family from elderly fraud and senior scams.

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National Academy for Certified Care Managers Webinar

February 16, 2022

National Academy for Certified Care Managers Webinar

In this insightful webinar, hosted by the National Academy for Certified Care Managers, we will be covering the topic Capacity and Various Forms. Gain valuable insights from our moderator LeeAnn Hitchman, MBA, CMC.

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Everything You Need to Know about the New FDA-Approved First Alzheimer’s Disease Drug

June 24, 2021

Everything You Need to Know about the New FDA-Approved First Alzheimer’s Disease Drug

The FDA approved the first drug for Alzheimer’s Disease in nearly 20 years just last week.  Aducanumab, or Aduhelm, is the first Alzheimer’s treatment to attack the disease process instead of just addressing dementia symptoms.  We recommend those interested in the drug who have early-stage Alzheimer’s or Mild Cognitive Impairment (MCI) to consult their doctor.

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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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