The ACE Blog

Miz Suzie Needed A Place with Care; She Got A Lemon

By Loren Emmanuel | September 19, 2023

An “orphan” elder, Miz Suzie knew she needed a professional fiduciary. One recent case came to ACE because the other…

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Cold Cash and Hot Wallets

By Loren Emmanuel | August 8, 2022

Cold Cash and Hot Wallets Do you collect pennies or cyptocurrency? Either way, your named trustee will need to do…

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Honor & Dignity

By Loren Emmanuel | July 27, 2022

After a brain aneurism, heart, and lung failures; a World War II and Korean War veteran, “R.S.”, could only communicate…

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When a Family Feud Needs an Umpire

By Loren Emmanuel | July 21, 2022

A family in conflict is not a pretty sight. Before you know it, a family can begin litigation over the…

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Who Are Orphan Elders Among Us?

By Loren Emmanuel | July 14, 2022

The Chain-Smoking Ex-Nun It was a chain-smoking ex-nun who taught me what my job required. More than the law firm,…

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Independence Takes Sacrifice

By Loren Emmanuel | July 5, 2022

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.

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Who Are Orphan Elders Among Us Part 1?

By Loren Emmanuel | May 19, 2022

Peter’s Story Peter had a tragic childhood. His mother and he fled his birth country due to persecution. Eventually, he…

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What Is Your Legacy?

By Loren Emmanuel | April 29, 2022

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…

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Collaborative Conservatorships

By Loren Emmanuel | September 3, 2021

Not all cases involve high family conflict. Even when they do, family situations can improve with a neutral fiduciary. One…

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Don’t Lose Your Valued Client to Dementia

By Loren Emmanuel | July 29, 2021

An interview between fiduciary and investment advisor One of the crucial members of an effective support system for aging family…

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