I am “just” astonished. And appalled. And deeply distressed.

As I went to create this post, I noticed I have a post category called “family relationships.” I don’t have one called “advisor relationships.” But I’m thinking maybe I ought to create one!

The revelation, yesterday, has completely consumed me.

I spent most of yesterday afternoon, and several more hours this morning, drafting a letter to J____, our legacy planner. Read the rest of this entry »

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L____’s revelations yesterday have “just” consumed me. And made me realize I want to stop C____ from proceeding with her research . . . at least until I get some other questions answered first.

So I wrote to her: Read the rest of this entry »

Just for “completion,” I should probably note: the president of _____, the accounting firm that specializes in non-profit accounting, replied to my email this morning. He suggested we could talk sometime next week, and he’d bring in an attorney who works with their firm in the specific areas that are disturbing Sarita and me.

I told him about the arrangements we are making with C____, the attorney that J____ has urged us to engage. “With what I have just said, I am wondering if it makes sense for us, yet, to hold a phone conference. . . . What do you think?”

I haven’t heard back.

My guess: they’re passing. At least for now. And that should be fine for me. . . .

What do you do when you become unsure of your counselors’ competency to answer your questions?

I try to find new counselors.

This morning, I thought of the accounting firm whose services are used by all the 501(c)(3)s with which I’m familiar. I looked them up on the web and just wrote them an email: Read the rest of this entry »