• June 27, 2016 /  Resources

    21st seniors brew festPlacer County’s finest wineries, microbreweries, cuisines, chocolates, live music, raffle, silent auction.

    The Fall Wine & Brew Fest is a fundraising event that supports the vital senior services and programs provided to Placer County seniors, helping them to remain independent and in their home for as long as possible.

    • When:   Saturday, August 20, 2016
    • Time:    5:00 p.m. – 9:30 p.m.
    • Where: Blue Goose Event Center, 3550 Taylor Road, Loomis, CA 95650

    Tickets are $50 each in advance and $60 at the door.

    Visit the Fall Wine & Brew Fest website for more information.

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  • April 21, 2015 /  Resources

    Big Day of GivingI am on the board serving Seniors First and we participate in the Big DoG (Big Day of Giving) program on May 5, 2015. Please consider giving through this link on May 5th. https://bigdayofgiving.org/#npo/seniors-first-inc

    The Big Day of Giving is a national event but has strong support in the Sacramento and Placer county regions. There are many good organizations that participate but only ONE Seniors First. This is becoming one of our largest funds raisers. Please go to the Seniors First page and see how we support our seniors (they are also listed on my resources page). http://www.seniorsfirst.org/

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  • September 3, 2014 /  Resources

    seniors brew festPlacer County’s finest wineries, microbreweries, cuisines, chocolates, live music, raffle, silent auction.

    The Fall Wine & Brew Fest is a fundraising event that supports the vital senior services and programs provided to Placer County seniors, helping them to remain independent and in their home for as long as possible.

    • When:   Saturday, November 8, 2014
    • Time:    5:00 p.m. – 9:30 p.m.
    • Where: The Ridge Golf Course and Event Center, 2020 Golf Course Road, Auburn, CA

    Tickets are $45 each in advance and $50 at the door.

    Visit the Fall Wine & Brew Fest website for more information.

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  • September 4, 2013 /  Resources

    seniors brew festPlacer County’s finest wineries, microbreweries, cuisines, chocolates, live music, raffle, silent auction.

    The Fall Wine & Brew Fest is a fundraising event that supports the vital senior services and programs provided to Placer County seniors, helping them to remain independent and in their home for as long as possible.

    • When:   Saturday, November 2, 2013
    • Time:    5:00 p.m. – 9:00 p.m.
    • Where: Ridge Golf Club and Events Center, 2002 Golf Gourse Rd., Auburn, CA

    Tickets are $40 each in advance and $45 at the door.

    Visit the Fall Wine & Brew Fest website for more information.

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  • July 12, 2013 /  Basics

    fiduciaryAccording to Wikipedia, “A fiduciary is a legal or ethical relationship of trust between two or more parties. Typically, a fiduciary prudently takes care of money for another person. One party, for example a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to the other one, who for example has funds entrusted to it for investment. In a fiduciary relationship, one person, in a position of vulnerability, justifiably vests confidence, good faith, reliance and trust in another whose aid, advice or protection is sought in some matter. In such a relation good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts.” https://en.wikipedia.org/wiki/Fiduciary, July 12, 2013

    Again, according to the Professional Fiduciary Association of California (PFAC), “A fiduciary as trustee has the responsibility of carrying out the terms of a testamentary or living trust. The trustee is usually a person named by the creator of the trust, but in some cases, the trustees cannot carry out his or her duties because of incapacity or death. If there is no successor trustee who can serve, the court has the responsibility of appointing a trustee, usually someone nominated by the trust beneficiary who then safeguards the assets and invests them according to the Uniform Prudent Investor’s Act (as set forth in the Probate Code). Professional trustees working under the UPIA are held to a higher standard than others. The fiduciary as conservator is the person who is legally appointed to manage the conservatee’s estate and/or person. A conservatorship is a legal tool designed to provide management for the financial and/or personal affairs of individuals deemed by the court to be physically or mentally incapacitated, often because of dementia.” http://www.pfac-pro.org/ohana/website/index.cfm?p=118001 July12, 2013

    In order to be a member of PFAC, professionals must be licensed, agree to adhere to the code of ethics, and demonstrate a commitment to their own professional skills by completing continuing education units annually.

    Licensing is processed and monitored through the Department of Consumer Affairs; Professional Fiduciary Bureau (http://www.fiduciary.ca.gov/). My number is #387.

    Trustees manage money, and oftentimes, difficult people and situations. When money is involved, beneficiaries and trustees sometimes have disagreements, and family arguments can be among the most rancorous. There are plenty of traditional families, blended families, dysfunctional families that are faced with an abundance of problems and issues when a parent dies or becomes incapacitated and there is money in an estate to be protected and invested. Sometimes non-professional trustees mismanage or neglect their trustee duties, and sometimes he or she may ignore the directions of the trust. Beneficiaries get angry, get an attorney and go to the probate court for resolution. That resolution often names a private professional fiduciary as the new trustee. Many attorneys, accountants and estate planners, who know good private professional fiduciaries, sometimes suggest a professional be named as trustee when a new trust is written.

    I currently serve clients in the counties of Placer, Sacramento, Yolo, Yuba, El Dorado, Solano and Humboldt. Depending on the situation, I can serve clients in other counties as well.

    Please call 916-220-3474 for your first hour free consultation.

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  • September 6, 2011 /  Miscelleaneous

    Placer County’s finest wineries, microbreweries, saki, cuisines, chocolates, live music, raffle, silent auction. FWBF advertisment 2011

    The Fall Wine & Brew Fest is a fundraising event that supports the vital senior services and programs provided to Placer County seniors, helping them to remain independent and in their home for as long as possible.

    • WHEN: Saturday November 5, 2011
    • TIME: 5:00 p.m. – 9:00 p.m.
    • WHERE: Ridge Golf Club and Events Center, 2020 Golf Course Rd, Auburn, CA

    Buy tickets online here.

    FWBF Flyer 2011

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  • June 13, 2011 /  Basics

    special needs trustA special needs trust is set up for one of two reasons:

    1. Court ordered on behalf of a person so someone independent can manage funds either up to a certain age or permanently.

    2. Guardians, i.e. parents of a special needs person, sets it up so the special needs person can receive public benefits and still have other expenses cared for. Someone else manages the cash to pay for other expenses not covered by public benefits. Public benefits covers food and shelter and the trust can pay for clothing, furniture, car, gasoline, insurance, etc.

    If there is a pool of money, the fiduciary must invest it wisely to get a return for the client according to the Uniform Prudent Investors Act in the California Probate Code. Other income must also be managed appropriately.

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