Two men having a conversation near the ocean

Survey Results: You Spoke, I listened

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Several weeks ago, I held a survey about estate planning, through my GoFisch newsletter, blog, and social media platforms. I received over a hundred responses! Considering the sensitive and, indeed difficult subject matter, I thought this was…
estate plan sale

Estate Sale? No. It's an Estate Plan Sale!

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WHAT IS AN ESTATE PLAN SALE? For a limited time only (June 15 to July 15, 2017), you can receive a standard estate plan (which consists of six “must-have” estate planning documents) for only $500 (five hundred dollars). You will be billed…
Investment stones

Retirement Benefit Plans: A Case Study of Four Beneficiaries

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With regard to charitable giving, not all assets are equal. For tax reasons, some assets may be better to pass on to heirs, while others may be better to give to your favorite causes. Consider the potential tax treatment of retirement benefit…
Hand clicking on computer mouse

GoFisch: May Edition

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This month's issue of GoFisch is out! Give it a read, subscribe, and pass it along to someone you know who could benefit from the information. Missed past issues? Here are the April and March editions.
Corn field

Bountiful Harvest: Charitable Giving Using Gifts of Grain

For donors who actively engage in farming on a cash basis [1], significant tax savings can be found through donating grain directly to a favorite charity such as a public library, church, or university. Yes, you read that right. Grain. In short,…
gifts-to-charity-form

What recordkeeping is required for charitable deduction?

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Save $$$ and help your favorite charities even more. Some say it's better to give than receive. I say, it’s better to give and receive. You can both give and receive by using the federal income tax charitable deduction. A gift to a qualified…