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…
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…
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,
Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle
Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle The concept of estate planning has always been pretty straightforward: by “planning” in advance, you can ensure your assets are protected should you become incapacitated, and later distributed in accordance with your wishes after you’re gone. Of course, the…
Estate Planning Pitfalls To Avoid
Join us for Our Estate Planning Pitfalls To Avoid webinar on Thursday, July 2 at 2pm! We’ll be addressing two common estate planning pitfalls we see way too often: family member fiduciaries and springing powers of attorney. You’ll learn (at least) three reasons why having a family member act as trustee might not be a good idea and the problems with springing powers of attorney. You will leave with actionable knowledge on how to protect your wishes and family from unnecessary challenges. Hope to see you there! ~ Lindsay and Barbara
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…
