May62020Elder PreparednessFiduciary ServicesSucessor Fiduciary Appointment PlanningUncategorized Contact us today to set-up a complimentary remote Initial Consultation! Categories: Elder Preparedness, Fiduciary Services, Sucessor Fiduciary Appointment Planning, UncategorizedBy Santa Barbara FiduciaryMay 6, 2020 Author: Santa Barbara Fiduciary Post navigationPreviousPrevious post:Self-Care for You and Your Affairs Amid COVID-19NextNext post:Storing Your Estate Planning Documents – What to Do and What Not To DoRelated postsUnderstanding ILITs: A Key Tool for Estate Tax PlanningJuly 29, 2024The Benefits of Bunching: How to Maximize Your Income Tax Charitable DeductionsJune 18, 2024Securing Your Legacy: The Vital Role of Asset Titling, Beneficiary Designations, and Successor AgentsMay 22, 2024Strengthening Your Financial Foundation: 3 Resolutions for a Secure TomorrowJanuary 19, 2024Legacy of Love: The Most Meaningful Gift from Your EstateNovember 27, 2023Trust Administration Horror Stories: How to Avoid a Scary SituationOctober 24, 2023
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