Self-Care for You and Your Affairs Amid COVID-19
Today’s COVID-19 pandemic is a reminder that everyone is vulnerable to disease, uncertainty and loss.
Today’s COVID-19 pandemic is a reminder that everyone is vulnerable to disease, uncertainty and loss.
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…
Check out our Feature in this week’s edition of the Montecito Journal!
February 13 – 20, Vol 26 Issue 7 [Village Beat]
“UCSB grad Lindsay Leonard thanks grandmother for 11 years of success at helm of Santa Barbara Fiduciary, p. 32”
How a Private Professional Fiduciary Can Help Today Perhaps you’re astute enough to recognize the term “Private Professional Fiduciary” and already know that this is a wise alternative solution to naming family members as successor trustees in estate planning for a variety of smart reasons. Because those we love are often busy with their own…