two men shaking hands

Avoiding Merger Missteps

You’re not imaging things if it seems like nonprofit charitable organizations are popping up like sweet corn in the summer. According to the National Center for Charitable Statistics, more than 1.5 million nonprofits were registered with the…
business man with coffee

8 Clauses That Should be in Every Executive's Employee Agreement

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One time I gave a presentation to a group of professionals on "Essential Eight: Clauses That Should be in Every Executive's Contract." From my experience in nonprofit formation and compliance, it's clear that great employment relationships start…

In Trusts We Trust: Everything You Need to Know to Get Started

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If you’re unsure of what a trust is and how it works, you probably don’t have one. And, if you don’t have a trust, you’re not alone. About 57 percent of U.S. adults don’t have an estate planning document like a will or a trust even…
letter of instruction

How a Letter of Instruction Works with your Estate Plan

When I prepare estate plans for my clients, they typically include six key documents. For more complex estates, the plan may also involve trust and/or business succession documents. However, to make estate planning as simple and the least chaotic…
planned gift pink bow

Purposeful Planned Giving: What it is & How to Make a Powerful Difference

A planned gift is literally what is sounds like. Sort of. The term refers to the process of creating a charitable bequest now that will take effect later. In other words, during your lifetime you plan for a gift that will be given a future date—usually…
july newsletter tablet by pool

Dive In to the July Edition of my Newsletter: GoFisch

The July edition of my GoFisch monthly newsletter went out today. Not a subscriber yet? Give it a glance here! This month featured: Why you'll be glad you added certain estate planning musts to your summer vacation checklist and marked…