woman doing photo at sky

6 Simple Tips for Beneficiary Designations

You've almost certainly had to designate your beneficiaries on savings and checking accounts, life insurance plan, annuity, 401(k), pension, or IRA. All of these accounts are passed along at the time of death via beneficiary designation (sometimes…
wall street sign

Gifting Publicly Traded Stock to Charity? Here's how to Assess Value

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A less-than-obvious, but ideal asset for charitable giving is appreciated, long-term, publicly traded stock. The merits of this giving tool are numerous, but there are some questions I hear from donors considering this options. For instance,…
church pews

Giving to your Church's Collection Plate? Substantiation of Gifts of Cash Less Than $250

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I worry about all the folks going to church this morning. (I use "church" as a term that could be easily replaced with other houses of worship: synagogue, mosque, etc.) Here's my specific concern: when the collection plate comes around, do folks…
happy new year fireworks

Happy New Year from GFLF: Looking Ahead with Resolutions

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Happy New Year! It’s 2018 and if you’re like me, "Auld Lang Syne" was playing merrily in the background as a cup of cheer was raised and confetti fluttered on New Year’s Eve. The title and main chorus of song ubiquitous with the holiday…
2018 newsletter cover

Read GoFisch: Last Newsletter of 2017

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The December edition of GoFisch is live! Give GoFisch a read for: Link to the top four most popular blog posts of 2017 A review of the firm's successes in 2017 & a look ahead at 2018 Tips for setting charitable giving goals Last…
Iowa Court Rule 39.18

Mandatory Basics of Iowa Court Rule 39.18

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I regularly help and encourage my clients to complete business succession planning. So, I was immensely interested in fully understanding and helping to explain the Iowa Court Rule 39.18 which mandates some aspects of practice succession planning…