Susan Katra

Susan Katra We have been involved in family estates, trusts, personal finances, conservatorships, elder care, and the mental health system for over 20 years.

Important Life Documents: All about Wills
12/29/2014

Important Life Documents: All about Wills

EVERYONE of 18 years and older should have these important documents in place: Advanced Health Care Directive (AHCD) Advanced Nomination of Conservator (ANC) Do Not Resuscitate Form (DNR) Physician’s Order for Life Sustaining Treatment (POLST) Durable Power of Attorney for finances (DPOA) Will Living Trust (LT) – optional Instructions for your Agents Instructions for you Family and Heirs If you don’t have these documents in place, get and FILL OUT THE FORMS TODAY. [ 549 more words. ]

From Family Caregiver to Former Family Caregiver
12/23/2014

From Family Caregiver to Former Family Caregiver

Do you have questions about caregiving? Please call Trusted Solutions at 408-317-1661 Three weeks after Joan’s transition from Spouse to Wound Care Nurse and almost eight years to the day of Joe’s diagnosis of dementia, he died. The “silver lining” as Joan called it, was that he died at home, “where he wanted to be and where I wanted him to be too.” [ 450 more words. ]

Important Life Documents: All About Durable Power of Attorney (DPOA)
12/19/2014

Important Life Documents: All About Durable Power of Attorney (DPOA)

EVERYONE of 18 years and older should have these important documents in place: Advanced Health Care Directive (AHCD) Advanced Nomination of Conservator (ANC) Do Not Resuscitate Form (DNR) Physician’s Order for Life Sustaining Treatment (POLST) Durable Power of Attorney for finances (DPOA) Will Living Trust (LT) – optional Instructions for your Agents Instructions for you Family and Heirs If you don’t have these documents in place, get and FILL OUT THE FORMS TODAY. [ 580 more words. ]

Important documents: POLST info
12/14/2014

Important documents: POLST info

EVERYONE of 18 years and older should have these important documents in place: Advanced Health Care Directive (AHCD) Advanced Nomination of Conservator (ANC) Do Not Resuscitate Form (DNR) Physician’s Order for Life Sustaining Treatment (POLST) Durable Power of Attorney for finances (DPOA) Will Living Trust (LT) – optional Instructions for your Agents Instructions for your Family and Heirs If you don’t have these documents in place, get and FILL OUT THE FORMS TODAY. [ 434 more words. ]

Assisted Living vs. Home – Which is Better for Mom/Dad?
12/10/2014

Assisted Living vs. Home – Which is Better for Mom/Dad?

In my line of work I often encounter adult daughters and sons who are trying to determine where the best place is for mom/dad to live… Assisted Living vs Home – that is “THE” Question! So here’s my unbiased advice: If you can answer YES to all or most of the following five questions, chances are good that an assisted living may make more sense for mom and/or dad than remaining at home. [ 316 more words. ]

Merry Christmas from Trusted Solutions! http://wp.me/p4ZFbs-F
12/09/2014

Merry Christmas from Trusted Solutions! http://wp.me/p4ZFbs-F

Dave and Sue Katra at Trusted Solutions wish the very best to you and yours this holiday season.

Important documents: All about DNR's
12/09/2014

Important documents: All about DNR's

EVERYONE of 18 years and older should have these important documents in place: Advanced Health Care Directive (AHCD) Advanced Nomination of Conservator (ANC) Do Not Resuscitate Form (DNR) Physician’s Order for Life Sustaining Treatment (POLST) Durable Power of Attorney for finances (DPOA) Will Living Trust (LT) – optional Instructions for your Agents Instructions for you Family and Heirs If you don’t have these documents in place, get and FILL OUT THE FORMS TODAY. [ 487 more words. ]

Living Documents: How to Obtain These Documents and Do I Need a Lawyer?
11/16/2014

Living Documents: How to Obtain These Documents and Do I Need a Lawyer?

Be Prepared – Protect Your Life, Your Estate, and Your Legacy With these 9 “Living” Documents EVERYONE of 18 years and older should have these important documents in place: Advanced Health Care Directive (AHCD) Advanced Nomination of Conservator (ANC) Do Not Resuscitate Form (DNR) Physician’s Order for Life Sustaining Treatment (POLST) Durable Power of Attorney for finances (DPOA) Will Living Trust (LT) – optional… [ 458 more words. ]

Be prepared. This is how….. http://wp.me/p4ZFbs-r
10/27/2014

Be prepared. This is how….. http://wp.me/p4ZFbs-r

Be Prepared – Protect Your Life, Your Estate, and Your Legacy With these 9 “Living” Documents Most people are aware of the fact that they should have a Will, Trust, and an Estate plan so that upon death their assets can be administered and distributed promptly and efficiently. However, many people fail to plan adequately for disability, incapacitation, or end-of-life events, when in fact, most people become disabled temporarily or permanently at some point in their life, and over 75% die in a nursing home or hospital. [ 519 more words. ]

Ever wondered what geriatric case management is all about?? http://wp.me/p4ZFbs-p
10/13/2014

Ever wondered what geriatric case management is all about?? http://wp.me/p4ZFbs-p

Professional geriatric care management is a holistic, client-centered approach to caring for older adults or others facing ongoing health challenges. Working with families, geriatric care manager expertise provides the answers at a time of uncertainty. Their guidance leads families to the actions and decisions that ensure quality care and an optimal life for those they love, thus reducing worry, stress and time off of work for family caregivers through: [ 235 more words. ]

Debunking Financial Planning Myths http://wp.me/p4ZFbs-n
10/10/2014

Debunking Financial Planning Myths http://wp.me/p4ZFbs-n

Interesting info here. More questions? Contact us at 408-317-1661.

Let’s Get Started! http://wp.me/p4ZFbs-l
10/09/2014

Let’s Get Started! http://wp.me/p4ZFbs-l

Awesome website for exercise for seniors. Learn about the importance of each: 1. Endurance 2. Strength 3. Balance 4. Flexibility Learn more here

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15559 Union Avenue, # 183
Los Gatos, CA
95032

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+14083569695

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