Selection Sunday 2017

3 Things #SelectionSunday Can Teach You About Estate Planning

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1. If you understand #SelectionSunday, and #MarchMadness, you can most certainly understand estate planning. When I meet people who say they're confused about estate planning I love to see their faces when I tell them understanding the basics…
march madness basketball

March Madness Inspired: 64 Charitable Gifts of Non-Cash Assets

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Want to help make your favorite charity a winner? Encourage the charity to discuss the potential of charitable gifts of non-cash assets with donors. Donee charities can gain access to what has been called prospective donors’ “treasure chest”…
Businessman taking notes and planning in a meeting

101 Assets You Could Place in a Trust

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Q: How many elephants will fit into a Minivan? A: Four: Two in the front, two in the back. Q: How many giraffes will fit into a Minivan? A: None. It's full of elephants. Jokes aside, you can fit just about any asset into a trust.…
pen on desk

(Legal) Word of the Day: Quid Pro Quo

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You've probably heard it before on your favorite law show or movie court case, but do you know what “quid pro quo” actually means? Quid pro quo (“something for something” in Latin) means an exchange of goods or services, where one…
Gordon Fischer Estate Planning Simple

3 Must-Reads: Estate Planning Made Simple

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You know you need an estate plan, but you still don’t understand really what you need or where to start. What to do? I’m here to help and it's one of my personal missions to break down estate planning so it's as easy and accessible as…

The Kids are Alright: Guardianship for Children

Calling All Parents In your role as a responsible parent you most definitely need an estate plan. One of the most critically important features of an estate plan is establishing guardianships for any minors (i.e., children under the age of…