Couple overlooking ocean on boat

Retirement Benefit Plans and Charitable Giving

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Iowans’ retirement benefit plans hold tremendous wealth. Your IRAs, 401(k)s, 403(b)s, and so on, could have a huge impact on the charities you care about most. Nonprofits should be aware that retirement benefit plans are incredibly underutilized…
reading on phone in office

Read GoFisch: November 2018 Newsletter

The November edition of GoFisch is live! This month's edition features: #GivingTuesday tips for nonprofit pros and donors (& an inspiring video) How to make estate planning part of a new Thanksgiving tradition 25 Days of Giving…
Financials in book

You Need a Financial Power of Attorney ASAP

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What is a financial power of attorney? A financial power of attorney is a legal document that designates someone to handle your financial decisions on your behalf. What happens if I don’t have a financial power of attorney? If you do not…
Gordon Fischer at desk with client

9 Reasons You Need a Lawyer to Write your Estate Plan

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“The first thing we do, let's kill all the lawyers.” --Shakespeare, Henry VI This line is oft-quoted to suggest the Bard felt contempt for lawyers. But, it’s notable that Will, one of the most acclaimed writers of the English language,…
fiduciary

Familiarize Yourself with Fiduciary Duties

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A fiduciary role is one of the highest, strongest relationships between people. It is a role involving the highest care and the greatest importance. The people you choose to fulfill these roles should be carefully considered; they should be…
Estate planning revisions

5 Scenarios for Estate Planning Revisions

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You have an estate plan? High five! You are already better off than most of your fellow citizens. In fact, numerous surveys have shown that about half of adult Americans do not even have a basic will. So, kudos to you if you’ve already knocked…