An “orphan” elder, Miz Suzie knew she needed a professional fiduciary. One recent case came to ACE because the other…
Read More →Cold Cash and Hot Wallets Do you collect pennies or cyptocurrency? Either way, your named trustee will need to do…
Read More →After a brain aneurism, heart, and lung failures; a World War II and Korean War veteran, “R.S.”, could only communicate…
Read More →A family in conflict is not a pretty sight. Before you know it, a family can begin litigation over the…
Read More →The Chain-Smoking Ex-Nun It was a chain-smoking ex-nun who taught me what my job required. More than the law firm,…
Read More →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 More →Peter’s Story Peter had a tragic childhood. His mother and he fled his birth country due to persecution. Eventually, he…
Read More →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…
Read More →Not all cases involve high family conflict. Even when they do, family situations can improve with a neutral fiduciary. One…
Read More →An interview between fiduciary and investment advisor One of the crucial members of an effective support system for aging family…
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