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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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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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Estate Planning Matters Especially In the Age of COVID-19

October 15, 2020

Estate Planning Matters Especially In the Age of COVID-19

The rapid escalation of the coronavirus pandemic has motivated individuals and families to be more proactive and get their affairs in good order. Many are reviewing and revising—or even creating for the first time—an estate plan with the support of an experienced attorney. Without an estate plan, you will become more reliant on state laws and probate courts to appoint someone who will be ultimately responsible for your financial affairs and critical health-care decisions.

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