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…

Financial Exploitation Newsletter – October 2021

This complimentary newsletter is an educational resource with “links” on financial exploitation & behavior that may contribute to privacy concerns/financial exploitation. DISCLAIMER: Information & links are based on sites that appear to me as legitimate, but even I can be duped. If you find a problem, please let me know immediately, so that I can get the word out. Judy Christman Yates, DPA,Criminologist,