The ACE Blog
Who Are Orphan Elders Among Us Part 1?
By Concierge |
Peter’s Story Peter had a tragic childhood. His mother and he fled his birth country due to persecution. Eventually, he learned a second language and immigrated to the United States,…
Read More What Is Your Legacy?
By Loren Emmanuel |
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 evokes my mother busily catching up on cleaning after a…
Read More Collaborative Conservatorships
By Loren Emmanuel |
Not all cases involve high family conflict. Even when they do, family situations can improve with a neutral fiduciary. One of the most rewarding aspects of our work are situations…
Read More Don’t Lose Your Valued Client to Dementia
By Loren Emmanuel |
An interview between fiduciary and investment advisor One of the crucial members of an effective support system for aging family members and clients is their investment advisor. Professionals that interact…
Read More California Donors Can Stay Anonymous
By Loren Emmanuel |
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 More Building a Crockpot Legacy
By Loren Emmanuel |
Like 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 More Peter’s Story: A Case Study
By Loren Emmanuel |
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…
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