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Articles by author: Courtney Desoto

Bequeathing And Inheriting Guns: What To Do With Firearms When Someone Dies - by Jon Sobel

Bequeathing And Inheriting Guns: What To Do With Firearms When Someone Dies - by Jon Sobel
By Courtney Desoto on May 29, 2019 at 07:22 PM in Estate Planning, Santa Barbara Fiduciary News

"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."

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Elder Financial Abuse

By Courtney Desoto on Aug 16, 2018 at 05:48 PM in Santa Barbara Fiduciary News

"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, businesses, and programs."

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Why Not to Name Your Child as Executor

By Courtney Desoto on Apr 17, 2018 at 10:15 PM in Santa Barbara Fiduciary News

"In the past people automatically named an adult child, close friend or financial institution as executor of their estate. But today there’s another option: the private professional fiduciary. A relatively new phenomenon, the professional fiduciary takes the burden off loved ones at a difficult time and, frankly, does a better job of it."

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Local Gym Helps Patients Fight Parkinson's Disease

By Courtney Desoto on Jun 01, 2017 at 07:51 PM in Santa Barbara Fiduciary News

Paragon Academy's Rock Steady boxing program improving symptoms of Parkinson's patients

Less than a year after putting on their boxing gloves, some Parkinson's patients are starting to see bonafide results from the "Rock Steady" Boxing program offered at Paragon Academy in Santa Barbara. NewsChannel 3 profiled the class in July, 2016 and promised to revisit the story in several months to review the participant's progress.

At the beginning of the program, Parkinson's boxing students were videotaped to demonstrate their current level of agility, balance and flexibility. Several months later after taking the boxing class consistently, they were videotaped again and in many cases the results were dramatic.

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Planning for your Pet in a Trust

By Courtney Desoto on May 01, 2017 at 07:07 PM in Santa Barbara Fiduciary News

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 to set up something called a pet trust. To help you decide if this might work for you, here are some basic definitions and guidelines to keep in mind:

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Fraud and the Elderly: Is Anyone Paying Attention?

By Courtney Desoto on Mar 06, 2017 at 08:54 PM in Santa Barbara Fiduciary News

Paul Greenwood, San Diego's Deputy District Attorney, has been investigating crimes against the elderly for over two decades. As head of San Diego's Elder Abuse Unit, he's been a front-row witness to the tragedies such crimes have left in their wake.

"I have seen for myself many instances where victims in their seventies, eighties, nineties, never recover," he said. "They don't recover financially; they don't recover psychologically. And emotionally, it can be devastating for them."

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LivHOME

LivHOME
By Courtney Desoto on Dec 21, 2016 at 02:39 AM in In-Home Care

LivHOME
(805)708-4142
220 E. Figueroa Street
Santa Barbara, CA 93101
www.livhome.com
Jessica Solomon
[email protected]

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Adams Printing & Graphics

Adams Printing & Graphics
By Courtney Desoto on Sep 10, 2016 at 01:12 AM in Printing & Graphics

430 E. Gutierrez Street
Santa Barbara, CA 93101

805.886.8654
www.adams-printingsb.com
[email protected]

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New California Law Allows Individuals to Access a Deceased Person's Online Accounts on Their Behalf

New California Law Allows Individuals to Access a Deceased Person's Online Accounts on Their Behalf
By Courtney Desoto on Aug 26, 2016 at 04:14 PM in Santa Barbara Fiduciary News

Following in the footsteps of numerous other states, California became the newest state to pass a digital assets bill, which allows individuals to access social media accounts, music accounts, gaming accounts or other digital accounts on behalf of a deceased individual.

The California Revised Uniform Fiduciary Access to Digital Assets Act provides guidelines for how companies can share deceased individuals emails, IMs and other digital records following death.

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Channel Islands Fiduciary Group Discusses "Money Talk" on Santa Barbara Radio Station

Channel Islands Fiduciary Group Discusses
By Courtney Desoto on Aug 03, 2016 at 04:56 PM in Santa Barbara Fiduciary News

CIFG's DeSoto Goes On Air at Santa Barbara Station 1290 to Discuss "Money Talk."

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