Posts by Loren Emmanuel
Miz Suzie Needed A Place with Care; She Got A Lemon
An “orphan” elder, Miz Suzie knew she needed a professional fiduciary. One recent case came to ACE because the other professional fiduciaries Miz Suzie named had retired or expired. An…
Read MoreCold Cash and Hot Wallets
Cold Cash and Hot Wallets Do you collect pennies or cyptocurrency? Either way, your named trustee will need to do something with them when you are gone. Cold Cash and…
Read MoreHonor & Dignity
After a brain aneurism, heart, and lung failures; a World War II and Korean War veteran, “R.S.”, could only communicate by writing his questions and short responses. In his last…
Read MoreWhen a Family Feud Needs an Umpire
A family in conflict is not a pretty sight. Before you know it, a family can begin litigation over the family jewels, the family dog, or most often control of…
Read MoreWho Are Orphan Elders Among Us?
The Chain-Smoking Ex-Nun It was a chain-smoking ex-nun who taught me what my job required. More than the law firm, more than the fiduciary classes, she taught me that my…
Read MoreIndependence Takes Sacrifice
The 4th of July is a day we celebrate the America’s Independence. We remember the history of our country which includes recalling the sacrifice of many who gave their lives for our freedom. Just as we all know that gaining and keeping freedom has a cost, we must also understand that independence (for countries or individuals) requires a support system, effort, and sacrifice.
Read MoreWho Are Orphan Elders Among Us Part 1?
Peter’s Story Peter had a tragic childhood. His mother and he fled his birth country due to persecution. Eventually, he learned a second language and immigrated to the United States,…
Read MoreWhat Is Your Legacy?
Republished from The Fifth Chapter Blog, original date 10/29/11, Updated 4/28/22 I have finished my Saturday chores. A practice that still evokes my mother busily catching up on cleaning after a…
Read MoreCollaborative Conservatorships
Not all cases involve high family conflict. Even when they do, family situations can improve with a neutral fiduciary. One of the most rewarding aspects of our work are situations…
Read MoreDon’t Lose Your Valued Client to Dementia
An interview between fiduciary and investment advisor One of the crucial members of an effective support system for aging family members and clients is their investment advisor. Professionals that interact…
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