Minimize estate taxes & maximize your lifetime exemption with strategic gifting! Learn how annual gift tax exclusions & the current tax law can benefit your estate plan, and act now as major tax changes loom.
As the familiar deadline of April 15th approaches, many of us find ourselves buried under a mountain of government-issued tax paperwork. Amidst the chaos, it’s easy to lose sight of the bigger picture: understanding the documents you’ve received, and how they can help you prepare for the future.
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empower-your-legacy
Estate planning can be a complex and sensitive matter, and we often look to celebrities for lessons in what not to do. The unfortunate tales of celebrities like Aretha Franklin and Prince—and the subsequent family dramas—serve as cautionary tales for everyone. At Santa Barbara Fiduciary, we understand that it’s crucial to navigate trust administration with…
Meet Barbara Liss, The Artist Some of you know as her as our esteemed colleague, many of you know her as a beloved part of the Santa Barbara estate planning community, and now we would like to introduce her to you as an artist. As Barbara advances toward complete retirement from the fiduciary services field…
Choosing the right person to manage your affairs when you die or if you become incapacitated isn’t easy. It can be even more challenging if you aren’t married and don’t have appropriate family members available to step in. Your parents, children or siblings may either not be available, or not the right fit. Or maybe…
A Professional Fiduciary is an individual who is entrusted property or power for the benefit of another.
A professional fiduciary can save you the time and stress spent looking for records and summarizing tax data.
The term, “fiduciary,” may sound dry and academic, but its significance is profound. This article revisits what a fiduciary is, and affirms why family members, trusted advisors, and others who oversee vulnerable or compromised populations should embrace professional fiduciaries.
