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Top 10 Estate Planning Goals

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An estate plan is simply a set of legal documents to prepare for your death or disability. The specific documents you’ll need depends on various factors, including the number, size, type of your assets, and your overall estate planning goals. If…
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What Nonprofit Pros Can Learn From Fiji Water Girl

For every Golden Globes show, a consensus emerges as to who The Big Winner was, the Biggest Winner of all the Big Winners. And, without any doubt, the most favored of the star-studded night (beyond the impressive Sandra Oh)…was “Fiji Water…
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The Ethical Nonprofit: Beneficial Policies

Acting ethically as a charitable organization is paramount to success. Even the illusion of unethical operations can cause lasting damage to your organization. (Case in point: Look at what happened to the Donald J. Trump Foundation and, by association,…
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Smart Employment Policies for Nonprofits

Employment policies are vital to the well-being of your nonprofit. Such policies set workplace expectations, define work guidelines, reduce or eliminate confusion and misunderstanding, and provide steps for any necessary disciplinary action.…

(Legal) Word of the Day: Trust

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In my ongoing efforts to break down the legalese barriers that tend to separate lawyers from the real world, and have increased quality communication, here’s another Fun with Legal Words post. Today’s word is “trust.” In this context,…

What Is a Trustee & What Do They Actually Do?

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Three Parties to a Trust There are three parties to a trust: (1) the settlor (sometimes called the donor or grantor); (2) the trustee; and (3) the beneficiary. Let’s talk about the “middle man” of this arrangement – the trustee. Definition…