Monthly Archives: March 2017

Agreeing to Disagree: The Danger of the “Side Agreement”

Throughout the ordinary course of business, small business owners regularly enter into a variety of agreements with third parties, including vendors, employees, consultants and service providers. More often than we like, we come across owners who contract a third party, reduce an agreement to writing BUT also agree to some sort of verbal side deal

Don’t miss the boat!

We regularly stress the importance of the estate planning process. One of the most misunderstood estate planning tools is the Power of Attorney. Whether for medical or for finances, we come across a lot of clients who think the document governs after-death decisions- or gives them priority to act after death simply because they were

Help is on the way! Nonprofits and Fiscal Sponsorship

When discussing the application for federal tax-exempt status, we are often asked this common question: When will I be able to start taking donations? Certainly, you can start accepting “donations” at any time. However, the more important question to ask is when will my donors be able to write all or a portion of their

The “haves” and the “have nots”

…Of estate planning of course! The “haves”: they have met with us, followed all the steps in making their wishes clear, reduced them to writing and had them properly witnessed and notarized. The most important thing the “haves” have is peace of mind. Peace of mind knowing that if something unexpectedly happens to you- whether