Work collaboratively with a knowledgeable professional

Articles

Emergency preparedness for elders - How to prepare a senior for natural disaster.

Southern California is a wonderful place to live, but unfortunately emergencies are a part of our lives here. Seniors, or those who care for them, must be prepared for the inevitable. The two best things you can do to improve your chances of survival during and after a disaster are to BE PREPARED and to STAY CALM during and directly after the event.

Read more...

Top Ten Scams Targeting the Elderly - Most popular senior scams and how they work

The National Council on Aging (NCOA) recently published an article outlining the "Top Ten Scams Targeting Seniors". The list includes financial scams aimed primarily at elders and briefly describes the hallmarks of each scam. Sadly, each and every one of the listed scams has come to the attention of law enforcement agencies in Santa Barbara and Ventura Counties, making scams on seniors a very real problem in our communities.

Read more...

How to Improve Your Memory - 5 Easy Rules For Improving Your Memory

5 Easy Memory Improvement Rules
by Stacey Wright

We all suffer from a fading memory and bouts of forgetfulness, as a natural part of the aging process. In the August, 2013 Harvard Health Letter, (published monthly by Harvard University) Anthony Komaroff, M.D., addressed the issue of enhancing memory. In his column Ask the Doctor, Dr. Komaroff answered a reader's concerns about forgetfulness by offering his 5 "simple tricks".

Read more...

How to Prevent Financial Abuse With Aging Parents - Signs of Elder Financial Abuse

By Stacey Wright on Aug 13, 2015 at 12:39 PM

Friends, family and caregivers are often in a unique position to observe the senior and make note of any concerning behavior or decisions. Experts encourage family members and friends to pay attention to signs that the senior may be compromised, which include:

  • Significant withdrawals from bank accounts.
  • Items and cash missing from the home.
  • Changes made in wills, titles that are inconsistent with prior expressed wishes
  • Forging of the elder's signature.
  • Purchase of unnecessary services, goods or subscriptions.
  • Financial activity that could not have been initiated by the senior, such as ATM withdrawals when the account holder is bedridden.

For more information and tips on how to help the senior in your life, read the complete article here on Fox Business. 







Contact:

ph: (805) 966-0073 
fx: (805) 585-5413
email: [email protected]

Office Location:

1482 East Valley Road
Suite 16
Montecito, CA

Mailing Address:

PO BOX 92110
Santa Barbara, CA 93190