The ACE Blog

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…
Read More

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…
Read More

It Takes a Stage Crew for Our Final Scene

(Republished from The Fifth Chapter Blog, original date 9/30/11) The saying goes, “It takes a village to raise a child.” I think we are about to find out it takes a stage crew for our final scene. There is some kicking and screaming and a lot of help needed at both ends of life. Before that end point,…
Read More

Amuse Bouche: Fairy Princess to Wise One

(Republished from The Fifth Chapter Blog, original date 8/4/11) 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 Princess/Super Heroes…
Read More

Moving Closer?

(Republished from The Fifth Chapter Blog, original date 7/14/11) My mother turned 75 today. Later, we will celebrate her creativity, vibrant energy, health & well-being by attending an art reception at a gallery showing some of her paintings. She rides a bike, swims laps and hikes, a lot! She keeps her mind healthy with meditation and prayer. Ever…
Read More

The Fifth Chapter of Life

(Republished from The Fifth Chapter Blog, original date 7/11/11) Various writers on the stages of life offer different perspectives depending upon the purpose of their prose. Some are tied to age categories; others to poetry. Each provides some insights. For instance, Shakespeare in his play, “As You Like It”, describes seven stages of life and the last…
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.”