horror-stories

Trust Administration Horror Stories: How to Avoid a Scary Situation

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…

safeguard-finances

Safeguarding the Financial Security of a Loved One with Alzheimer’s

June is Alzheimer’s & Brain Awareness Month, a time to raise awareness about Alzheimer’s disease and the impact it can have on individuals and their families. As Alzheimer’s progresses, managing finances can become increasingly challenging—in fact, some of the earliest warning signs of dementia include money mismanagement. Recognizing these signs—and taking proactive steps to protect…

Prevent a Succession-Inspired Drama: 5 Tips to Prevent Fighting Over Your Final Wishes

If you haven’t watched HBO’s series “Succession” yet, it revolves around a family that owns a media conglomerate. The show delves into the power struggles among family members as they vie for control of the family business while also grappling with their patriarch’s failing health. These themes resonate with the everyday challenges we’ve seen at…

aging-loved-ones

Should You Be Both the Health Care Agent & Attorney-in-Fact for Your Aging Loved Ones?

As our loved ones age, it’s important that they have a thoughtful plan in place for both care and finances, before they develop dementia or otherwise become incapacitated. In California, complete estate plans include an Advanced Health Care Directive (AHCD) and durable power of attorney (POA). While immediate health care decisions are typically delegated to…

Barbara Liss, Artist

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…