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Articles by author: Angie Krantz

Sign Up and Stand Up to Elder Abuse...Annual Training Conference

Sign Up and Stand Up to Elder Abuse...Annual Training Conference
By Angie Krantz on May 15, 2017 at 05:25 PM in Santa Barbara Fiduciary News

Wednesday, May 17, 2017, join us for a one day annual training conference on Safeguarding Elders and Dependent Adults Against Abuse. 8:30 a.m. - 4:00 p.m. At the Carrillo Community Center, 100 E. Carrillo Street, Santa Barbara.

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Golden Age Nutrition

Golden Age Nutrition
By Angie Krantz on Dec 19, 2016 at 07:42 PM in Santa Barbara Fiduciary News

While some aspects of the 'Golden Years' might not feel so golden, this is also the time to live life to the fullest; and to do that you need proper nutrition. Perhaps now you finally have the time to do all of those things you have put off, are relishing in extra time with kids or grandkids, or creating the garden you've always wanted.
Whatever the activity may be, the foundation (and the energy) comes from a well-balanced, healthy diet rich in fruits, vegetables, legumes, and whole grains. Many changes occur as we age including changes in taste, smell, dental status, and vision-all of which directly impact appetite and dietary intake. Nutrient status also changes due to age-related declines in absorption, use, or activation of certain nutrients. There are a few nutrients in particular that Golden Age folks need to make sure are part of their daily diet like vitamin D, calcium, and B vitamins; but no need to worry because you can find most of these nutrients in your own backyard.

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Finding A Fiduciary: 3 Easy Steps

By Angie Krantz on Nov 21, 2016 at 10:54 PM in Santa Barbara Fiduciary News

Finding the right person to take care of your property, finances, daily care, housing and medical needs is one of the most important decisions one will make in their life time. Naturally, one might think that naming one of their children is the best option. However, naming one's child for this role is often not the optimal for a number of reasons. Commonly, conflict arises among family members when a child is appointed as fiduciary. Family members, including siblings, frequently have trouble communicating with one another, and remaining completely objective. A lot of times, those closest to us disagree over division of personal property, medical care, the selling of assets, and how long the estate should take to complete.

An increasing option is to hire a professional fiduciary. These trusted professionals are experienced in managing finances, personal care, medical care, and preserving assets. Because it can be daunting to enlist an outside source with your personal, medical and financial matters, there are 3 essential steps to ensure you hire a trustworthy fiduciary.

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PRINCE ESTATE: NO ESTATE PLAN MEANS DEVASTATION

By Angie Krantz on Oct 12, 2016 at 07:35 PM in Santa Barbara Fiduciary News

“How can you just leave me standing? Alone in a world that’s so cold?”
-Prince (When Doves Cry)

UPDATE (October 7, 2016): Certainly news of Prince’s passing is known by everyone now, but the probate court proceedings regarding his estate continue and promise to do so for many months, possibly years. So far, a will has still not been produced or uncovered so it appears no estate planning was ever done. This is an extreme example of intestacy (no will), but bad and broken estate plans produce undesired results too.

The federal estate tax (40%) for Prince’s estate comes due on January 21, 2017. An additional 16% to the State of Minnesota will be owed on or shortly after that date. A Minnesota probate court judge recently granted approval to liquidate a mix of homes, vacant lots and one commercial building with an estimated value of $22 million. Most of that will go towards attorney fees. They’ll need to take greater actions to address the taxes.

At last count there are two dozen lawyers involved, a number that will continue to grow, representing heirs. Probate court fees are incrementing rapidly as well. There are also other large expenses of unknown amounts (administrator companies, music business, I.P. experts, etc.), who’ve been appointed by the court.

It’s been estimated that Prince’s estate may have been worth $300 million. Some quick math illustrates that there may not be much left after all taxes and fees are paid. Probate ensures that all creditor expenses are reimbursed first; before heirs can receive anything. The IRS will become more directly involved soon.

You can easily see how any lifetime of hard-earned wealth can be decimated. Whether you speak with us or someone else about yours, please make it a priority that your estate be maximized and planned for before too long, or before it’s too late. Once done, you’ll feel better, knowing that your property will go to who and where you decide. Most of what you read here could have been avoided.

Why Some Men Avoid Estate Planning

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Mission Villa Dementia Care Specialist

Mission Villa Dementia Care Specialist
By Angie Krantz on Sep 19, 2016 at 09:17 PM in Residential Care Facilities

805.898.2709
321 W. Mission Street, Santa Barbara, CA 93101
www.mvcare.com
[email protected]

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Help Unlimited Home Care

Help Unlimited Home Care
By Angie Krantz on Sep 16, 2016 at 06:05 PM in In-Home Care

805.962.4646
319 E. Carrillo Street, Suite 102, Santa Barbara, CA 93101
www.HelpUnlimited.com
[email protected]

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Primatum Social Media Marketing

Primatum Social Media Marketing
By Angie Krantz on Sep 13, 2016 at 05:08 PM in Social Media Marketing

Angie Krantz
805.637.2323
Santa Barbara, CA
www.instagram.com/californiaholics/
www.facebook.com/californiaholics
[email protected]

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AmeriFlex Financial Services

AmeriFlex Financial Services
By Angie Krantz on Sep 12, 2016 at 09:20 PM in Financial Services

805.898.0893
3700 State Street, Suite 310, Santa Barbara, CA 93105
www.AmeriFlex.com
[email protected]

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Ameravant Web Design Studio

Ameravant Web Design Studio
By Angie Krantz on Sep 11, 2016 at 09:51 PM in Website Design

805.456.6011
126 E Haley Street, A15, Santa Barbara, CA 93101
www.ameravant.com
[email protected]

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Arlington Financial Advisors

Arlington Financial Advisors
By Angie Krantz on Sep 11, 2016 at 04:27 PM in Financial Services

805.699.7300
100 E. De La Guerra Street, Santa Barbara, CA 93101
www.arlingtonfinancialadvisors.com
[email protected]

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