Posts by Loren Emmanuel
California Donors Can Stay Anonymous
Some folks prefer to remain anonymous when they support non-profits. Now California donors who give over $5,000 to a non-profit can remain anonymous due to a U.S. Supreme Court ruling…
Read MoreBuilding a Crockpot Legacy
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…
Read MoreDonating IRA Assets to Charity
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…
Read MorePeter’s Story: A Case Study
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…
Read MoreWhen Families Collide
Co-authored by Loren A . Emmanuel and Victoria Greenleaf Some families learn how to make decisions together, respecting each other even through conflict and differences of opinion. Others do not.…
Read MoreTo Stage or Not To Stage? That is the Question
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…
Read MoreI Care A Lot (A Movie Review)
I watched a horror movie this weekend written by J. Blakeson. The scene near the end is the biggest horror, but not the ultimate ending. The movie dramatizes a Guardian…
Read MoreWhen The Castle Is The Only Treasure Chest
Article co-authored by Loren Emmanuel and Julie Chroust Most people, when asked, state that they would want to live at home if they had a significant health event. When we are…
Read MoreIt Takes a Stage Crew for Our Final Scene (A Collaboration with Advisory Circle)
The saying goes, “It takes a village to raise a child.” I think we may find it takes a stage crew for our final scene.
Read MoreAn Orderly Transition
When a new President steps into office, we depend upon an orderly transition of power. We all pay a price if that does not happen. When an untrustworthy Trustee steps in,…
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