The ACE Blog

Who Are Orphan Elders Among Us Part 1?

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,…
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What Is Your Legacy?

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…
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Collaborative Conservatorships

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…
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Don’t Lose Your Valued Client to Dementia

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…
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California Donors Can Stay Anonymous

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…
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Building a Crockpot Legacy

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…
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Peter’s Story: A Case Study

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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