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Cold Cash and Hot Wallets
Cold Cash and Hot Wallets Do you collect pennies or cyptocurrency? Either way, your named trustee will need to do something with them when you are gone. Pennies In a…
Read MoreWhat 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…
Read MoreCollaborative 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…
Read MoreDon’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…
Read MoreCalifornia 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…
Read MoreBuilding 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…
Read MoreDonating IRA Assets to Charity
Donating IRA assets to a charity of your choice is one of the simplest ways to have a significant impact on the future. When you find a non-profit whose cause…
Read MorePeter’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…
Read MoreWhen Families Collide
Co-authored by Loren A . Emmanuel and Victoria Greenleaf Some families learn how to make decisions together, respecting each other even through conflict and differences of opinion. Others do not.…
Read MoreTo Stage or Not To Stage? That is the Question
Co-authors Loren A. Emmanuel, Fiduciary and Michael J. Stephens, Realtor When a cash-out refinance (as we discussed last month) is not possible, or after the death of an elderly loved…
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