Meet Denny and Bonny: Using a Legacy Plan as a Leadership Tool
Our clients Denny and Bonny have a deeply-rooted belief in giving back to the nonprofits and ministries that mean the most to them. When they created their legacy plan with Apex, they reached some practical goals–caring for their adult children and maintaining the vacation home that means so much to their family–but celebrated their financial philosophies, too. By involving their children in managing a donor-advised fund, and breaking eventual inheritances into bite-sized and tax-efficient pieces, they’re leading by example. Here’s their story.