Channel Islands Fiduciary Services Blog
Listed here are the most recent news, tips, and trends in the Fiduciary Services sphere.
CIFG Fee Schedule 2023
Hello valued clients and potential clients. Please find a copy of our 2023 Fee Schedule here. We hope you are yours are all well.
Planning for your Pet in a Trust
Those of us who think of our companion animals as family members are becoming aware of the fact that part of our responsibility to these dependent creatures is to make sure that their care and comfort continue uninterrupted should we become incapable of caring for them ourselves. One way to plan for that contingency is…
California Conservatorship Facts
"The movie I Care a Lot has raised a lot of interest and questions surrounding Conservatorships (which in some States are referred to as “Guardianships”), as well as the role of Professional Conservators (also known as Professional Fiduciaries). The most common question being asked is: “could this really happen, and, if so, could it happen to me?”…
Elder Financial Abuse
"Experts say that it’s difficult to know exactly how many older Americans fall victim to financial abuse each year because much of the time, the crimes go unreported. What is well understood is that the financial exploitation of seniors causes significant economic losses—and not only for the elders themselves, but also for other family members,…
Blue Shield of California Warns of Coronavirus Scams
The pandemic has resulted in a wave of fraudulent activity with scams including robocalls, telemarketers and fake test kits March 31, 2020 The coronavirus (COVID-19) pandemic has resulted in a wave of fraudulent activity with scams that have included robocalls, telemarketers and fake test kits. For example, fraudulent robocalls and telemarketers are offering free items…
How To Protect Your Mental Health During The Coronavirus Pandemic
If you've been feeling anxious, frustrated, angry or downright confused lately, know that you're not alone—we are all in this together. So take a deep breath and follow these handy, expert-backed strategies to improve your mental and emotional well-being. Please see this important article here!
Bequeathing And Inheriting Guns: What To Do With Firearms When
"When you die, your assets go to the people named in your Will or Trust, right? Sure -- except if they’re guns. Then maybe not. With firearms, inheritance gets complicated. Whether your wishes can be followed depends on where you live, what types of guns you own, and the individuals who would inherit."
