Why Hire A Private Professional Fiduciary?

Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years.  In that time, she encountered many situations where families struggled with their own internal dynamics during periods of rapid, cumulative changes.  Those shifting components led her clients to seek outside assistance, which eventually brought them to…

What Qualifications Should a Private Fiduciary Possess?

Download/Print Article Here   Lindsay Leonard, a California licensed private professional fiduciary, has continuously offered her services to the public for the last 10 years.  In that time, she encountered many scenarios where families struggled with their own internal dynamics during periods of rapid, cumulative changes.  Those shifting components led her clients to seek outside…

Private Professional Fiduciaries as Revocable Living Trust Successor Trustees

Santa Barbara, CA (Santa Barbara Lawyer Magazine) December 2018 — Private Professional Fiduciaries as Revocable Living Trust Successor Trustees Frequently estate plan lawyers engage in discussions with clients about who to appoint as successor trustees for revocable living trusts.  Just as frequently, those clients often want to designate their children, siblings or other family members to take…

Your Digital Legacy

Can you identify your digital assets? Could someone else in your place? Have you considered your digital legacy? By definition, digitial assets include digitally stored content and online accounts owned by an individual. Within just a few years, the value and importance of digital assets have soared. Why are digital assets important?  Financial Value – Think Paypal/Venmo/Square…