red poppies memorial day

In Honor and Remembrance: Memorial Day Estate Plan Discount

, ,
I want to take this moment on Memorial Day to express my deep gratitude for the fallen heroes and military veterans who have served America. Indeed, we can enjoy the land of free only because of these brave individuals. While Memorial Day…

GoFisch Book Club: May 2019

This year marks the 70th iteration of recognizing May as Mental Health Awareness Month. Started in 1949 by Mental Health America, the month marks an opportunity for education, outreach and for us to have honest conversations about something…
wealthy dollar bills

Think Estate Planning is Just for the Wealthy? Think Again!

, , , ,
There is a rumor that has been floating around that only the rich need estate planning. That is extremely false. Everyone needs an estate plan, but the wealthy don’t need estate planning as much as the middle-class and working-class folks.…
two boardroom tables

Nonprofits & Sarbanes-Oxley Compliance

If you’ll think back to the early 2000s, in the aftermath of the Enron scandal (among others such as Tyco, Global Crossing, and WorldCom) the climate of distrust and dramatic malfeasance demanded reform of corporate accounting, governance,…
hands in huddle

Volunteering time NOT tax deductible, but out-of-pocket expenses ARE

,
Did you know that April is National Volunteer Month? Celebrate and make an impact at the same time by donating your time, energy, and skills to the causes you care most about. However, unlike the charitable contribution deduction on federal…
table with book and tea

Don't Be Heathcliff: Wuthering Heights and Estate Planning

, ,
Often when I'm reading fiction I’ll find estate planning-related issues that cause conflicts, both big and small, for the characters. And, while the stories may be fictitious, the lessons they give us serve as valuable reminders of the importance…