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…

Avoid the Worst Case Scenario: Litigation over an Estate Plan

Here’s the worst-case scenario: You’ve passed away and your family falls, expectedly or unexpectedly, into a tumultuous state. They all have different opinions on how your estate plan should be interpreted, and one or more beneficiaries…
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Read GoFisch: January 2019 Edition of GFLF's Newsletter

The January edition of GoFisch is live! This month's edition features: Personal and professional resolutions you can actually keep First GoFisch Book Club pick for the year Nonprofit & philanthropy news worth knowing Must-read…

January GoFisch Book Club Pick

If you set a resolution to read more books this year, you're in good company. Most of us could all read a little more. Luckily, January is, in my opinion, actually one of the best times to start a lasting reading habit. The days are short, snow…
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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…