And while I’m talking with people at Generous Giving about alternatives to 501(c)(3)s, C____, the attorney we engaged for–and then quickly sought to disengage from–our potential move to 501(c)(3) status, sent a reply to my “disengagement” email. As you may recall, I said, “Before we (i.e., you and your associates) go anywhere [with this idea of researching potential charitable purposes for a 501(c)(3)], . . . I sense I should raise a few questions that came up from a conversation I had yesterday with L____, our CPA.”

So here’s how she replied: Read the rest of this entry »

J_____, our legacy planner, has been stressing, from the very beginning of our relationship, the need for the professionals on our team — our attorney, our CPA, our investment advisor, and J___ himself — to be on the same page when they speak with Sarita and me.

“You want to include all planning team members in the process from the beginning,” he said. “We need to be able to communicate openly one with another without worrying about being embarrassed or having our egos bruised by having you [John, client] hear any of our questions or comments.”

In order to ensure that end, then, he told us that he would meet with all our advisors prior to telling us anything about the details of the plan he is putting together.

Well, the advisors’ final, pre-presentation meeting was scheduled for this morning. And J_____ just wrote me: Read the rest of this entry »