Strengthening Your Financial Foundation: 3 Resolutions for a Secure Tomorrow
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Legacy of Love: The Most Meaningful Gift from Your Estate
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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…
Unlocking Clarity and Control: The Importance of Understanding Your Estate Plan
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…
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…
Protecting Seniors from Financial Scams and Fraud
Elderly Americans are too often the targets of financial scams. Although people of any age may become victims of fraud, scammers often specifically target seniors because they are frequently more trusting and may not be as cognitively aware as younger people. Whether the fraudsters enact their schemes via phone, email, or in person, it’s important…
The Valuable Role of Professional Fiduciaries
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.
4 Reasons To Appoint A Professional Fiduciary
One of the most important decisions you make in the estate-planning process is the selection of fiduciaries who will represent you when you no longer can act for yourself. Here are four reasons to consider using a Professional Fiduciary in your estate planning.
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,
February 2021 – Financial Exploitation Newsletter
This complimentary newsletter is an educational resource with “links” on financial exploitation and behavior that may contribute to privacy concerns/financial exploitation. CREDIT/SOURCE: Judy Christman Yates, DPA, Criminologist
