The ACE Blog

An 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, the estate litigation and stress exacts a price on the elder and families because of power struggles.   A Trustee named by a Trust…
Read More

Amuse 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 More

Homeless 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 More

Six Months And ……… Counting

September 2020 Between March and September, while the world struggled to deal with a pandemic, an economic shut down, protests, hurricanes, and now unprecedented fires throughout California, my client had his own personal struggle, not with any of these, but with aging. He does not have any family. He had named me as his agent…
Read More

Joy Invites Practice: Practice Makes Perfect

(Revised and Republished from The Fifth Chapter Blog, original date 8/8/12) This blog article was written back when we had sports and Olympics. At a time, not so very long ago when we could measure the progress of a day by something other than how many millions of people in the world have tested positive…
Read More

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…
Read More

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…
Read More

Testimonials

Mark Shaw

Realtor

“She exercises wisdom and prudence”

Mande De Rome

Care Manager

“Loren is great with boundaries and professionalism”

David B. Pastor

Attorney

“Loren is able to handle conflict in inter family issues.”

Francesca Vogel

Homecare Assistance

“Partners and works well with her team of trusted advisors”

Ronald Greenwald

“Trustworthy. Her operation is a 10/10 on integrity.”

Mande De Rome

Care manager

“Loren is great at connecting with clients and building trust. Shows great empathy and patience”

Emily Thompson

“High level of expertise in trusts and estate matter. Listens with empathy and patience.”

Sharon Vanderpool

“Thank you for your help, we all appreciate your kindness and responsiveness. We are so grateful.”