Estate management for Santa Barbara retirees
Hi there! My wife and I just retired in Santa Barbara, and we’re starting to think about organizing our estate for our kids. We’ve got some savings and a house, but we’re not sure how to set things up properly, like trusts or wills. It’s all a bit daunting, and we’d rather not spend a fortune. I’d love to find a local accountant who knows estate planning and can guide us through this. Any suggestions on who to contact or where to look?
8 vistas
Congrats on retirement! Estate planning can feel overwhelming, but it’s great you’re getting started. When my parents were in the same spot, I found a site listing Accountants in Santa Barbara, CA that was really helpful. It had local CPAs who specialize in estate planning and management for retirees. I reached out to one near Hollister Avenue, and they were fantastic at explaining trusts and wills in a way that wasn’t confusing. They also kept costs reasonable, which was a big relief. The site lists services and typical prices, so you can find someone affordable. Take a look and maybe call a few to discuss your needs!