Posts by Loren Emmanuel

ike a recipe for the children’s story of Stone Soup, we describe below “ingredients†you might consider adding to our crockpot. This is how we can join forces to slowly build a legacy of education and excellent fiduciary services for the communities we serve – “orphan elders†and disabled adults in Alameda, Contra Costa, Napa,…

Donating IRA assets to a charity of your choice is one of the simplest ways to have a significant impact on the future. When you find a non-profit whose cause aligns with your values, you have two great options to use your IRA account to the max. Option #1: When you see your IRA account…

Peter had a tragic childhood. His mother and he fled his birth country due to persecution. Eventually, he learned a second language and emigrated to the United States, where he became a teacher. Since he was single and he saved money, his estate upon his death, was worth over $5,000,000. Since he had no living…

Co-authors Loren A. Emmanuel, Fiduciary and Michael J. Stephens, Realtor When a cash-out refinance (as we discussed last month) is not possible, or after the death of an elderly loved one or client, often the trustee will look to selling a residence or rental.  The decision as to when and whether to sell real property…