Posts by The Ace Fiduciary Group, A Non Profit Corp

What 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 I could…

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Brain 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 to End…

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When A Family Feud Needs An Umpire

(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.…

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Story 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 heaven”. She was one of the first “orphan elders” I helped as trustee and health agent. She taught me that an educated…

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Capacity 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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