Posts by The Ace Fiduciary Group, A Non Profit Corp
Friendsgiving Is Over – Or Is It?
One of our favorite things to do at ACE is delivering gifts to people and charities named in a trust or estate. From November through December, we are like busy elves getting the checks or wires ready to deliver.
Read MoreLET IT SNOW
At ACE Fiduciary Group, ANPC, we are serious about growing an organization that can serve ‘orphan elders’, adults with special needs and families Through The Generations. To offer excellent services of trustee and conservator, our organization is building a “snowpack”. We want to use the resources we have been entrusted with to build a strong team for the coming generations.
One way to help us build our “snowpack” is to make a designated gift to our newly launched “Let It Snow” Foundation.
Read MoreAmuse Bouche: Fairy Princess to Wise One
Updated and Republished from The Fifth Chapter Blog, original date 8/4/2011 My group of friends and I find ourselves discussing our fear of entering the 5th Chapter more often than I would like to admit. We have talked about the various stages while we watch our children grow and our parents age. 1st Chapter: Fairy…
Read MoreHomeless on Halloween – A Cold Night, Scariest Place On Earth
Republished and revised since first posted on 11/1/14 from The Fifth Chapter Blog This was written six years ago during a house remodel. Much has changed, but unfortunately since then, California is facing an even larger homeless crisis. Let’s start with empathy, add some facts, and take action where we can. Be warm tonight! Last…
Read MoreWhat Is Your Legacy?
(Republished from The Fifth Chapter Blog, original date 10/29/11) I have finished my Saturday chores. A practice that still evokes my mother busily catching up on cleaning after a week of full time work, and prodding me to do the same. She always told me her mother said, “Do your duties before you play†so…
Read MoreBrain Teasers or The Smell Test?
(Republished from The Fifth Chapter Blog, original date 10/28/11) There is a lot of research about brain function these days. No cure looming on the horizon, but some interesting possibilities that can either help stave off or detect early signs of Alzheimer’s disease. With our bounding border collies in tow we recently attended the Walk…
Read MoreFamily Feud
(Republished from The Fifth Chapter Blog, original date 10/20/11) 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 assets. It can get ugly very quickly. Litigation squanders family resources, but sometimes it is inevitable.…
Read MoreSmall Boxes Have The Best Surprises!
It’s the time of year when some of the best surprises come in small packages. When we received that first check from an escrow company, I thought it was a mistake. We spoke with the escrow officer and she said, “There is no mistake. This check was directed to go to The ACE Fiduciary Group…
Read MoreStory Slam – The 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 job is often as “midwife into heavenâ€. She was one of the first “orphan elders†I helped as trustee and health agent. She taught me that an educated…
Read MoreCapacity Under the Law
(Republished from The Fifth Chapter Blog, original date 10/3/11) I had a recent call from someone whose aging husband had uncharacteristically decided to call their stockbroker to place an order to buy stocks during a recent dip in the market. He had not been involved with the financial management previously. He exercised control over assets that while…
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