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  • Home
  • Services
    • Fiduciary Appointments
    • Trust & Estate Administration Assistance
    • Accounting and Financial Concierge Services
    • Successor Fiduciary Appointment Planning
    • For Professionals
  • About company
  • Team
  • News
  • Testimonials
  • Resources
  • Q & A
  • Contact
  • REQUEST CONSULT

Monthly Archives: July 2023

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importance of understanding your estate plan

Unlocking Clarity and Control: The Importance of Understanding Your Estate Plan

Aging, Elder Preparedness, Fiduciary ServicesBy Santa Barbara FiduciaryJuly 25, 2023

Creating an estate plan is a vital step in securing your financial future and protecting your loved ones. However, it’s not enough to simply have a plan. To ensure its efficacy and gain true peace of mind, you must understand what each document aims to achieve. Below, we’ll explore the must-have documents that every estate…

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