number four on wood

Four Major Ways to Classify Trusts

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We dove into the definition of the term “trust," but that’s just the tip of the iceberg when it comes to learning about the important agreement that’s often used for purposes including estate tax liability reduction, estate property…
books on a table

Cozy Up this GoFisch Book Club Pick: Sycamore Row

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Hopefully, by now you have had a chance to read last month's GoFisch Book Club pick, "Made to Stick: Why Some Ideas Survive and Others Die." While I could complain about how the weather right now in Iowa is in a perpetual state of snow-ice-snow-wind-freezing…
movie camera

The Howard Hughes Estate: A Cautionary Tale

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I was scrolling through Netflix the other night and finally landed on The Aviator, which I haven't seen in a while. The 2004 Scorsese film starring Leonardo DiCaprio tells the story of the eccentric aviation magnate and movie producer, Howard…
heart lock on bridge

Valentine’s Day For Married Couples: Give your Spouse a Worthwhile Gift

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You’ve been perpetually reminded by commercials, Facebook ads, and the candy aisle at the store that everyone’s favorite pink, red, and chocolate-dipped holiday is coming up quick. In this #PlanningForLove series through February 14, I'm…
Discussion of will and estate plan

4 Major Reasons YOU Need a Will

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Yes, YOU need a will. If you don’t have a will, it can cost your family and friends not only a lot of time and money, but also lots of anxiety and even heartache. Here are four major (and certainly not the only) reasons wills are one of…
charitable giving presentation

Presentations for Professional Advisors on Charitable Giving

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If you're a professional advisor (such as a financial advisor, insurance agent, attorney, or accountant, among others) looking for more information on how to advise your clients on smart charitable giving strategies, I'd love to speak with…