Blog
What is a Will vs. What is a Trust?
I know we throw around the words “will” and “trust” all the time, and sometimes it can be hard to keep them straight. Here’s a basic overview of what a will is, what a trust is, how they’re different, and which might benefit your family.
Jangling Coins and Revolving Doors
At Apex, we believe “legacy” is rooted deep. Behind every volunteer hour or financial decision or legacy plan our clients make, there’s a profound story of why. Why we give, the people that taught...
Faith Like a Mustard Seed
Today we chat with Katelyn Larson, operations manager extraordinaire, about what legacy means to her and what she loves most about her role.
How will people talk about you when you’re gone?
Christy wears a lot of hats at Apex, and no two days are the same. Here she shares why she loves this work and how she thinks about “legacy.”
“You Can’t Out-give God!”
We’re in a new season as Apex Legacy Consultants, but there are a lot of things about our forerunner company, Gift Planning Services, that we want to hold tight to. For starters, GPS CEO Jenny...
Introducing Legacy Consulting Options
We know that a comprehensive deep-dive legacy planning program isn’t for everyone. We’re introducing 20- and 60-minute consulting options to help create legacy planning next steps to fit every budget and stage of life.
A Letter from Mo and Christy
Some things look a little different this week, but one thing doesn’t: we’re still committed to helping families, and the organizations they love, maximize their impact on the world.
A Big Week at GPS
It’s been a joy to lead Gift Planning Services for over 20 years. With mixed emotions, I’ve decided I’ll be stepping down from my role at the end of the month. Here’s what’s ahead for our team and our beloved clients.
Top Financial Decisions for Recent College Grads
At GPS, we focus on legacy and estate planning. But in order to leave a solid financial legacy, you have to start strong! Here’s a how-to on moving into adulthood—or any new phase of life—with a solid, effective financial plan.
Writing an Estate Plan Preamble: A How-To Guide
A preamble, or statement of faith, can be a great way to add personality and get a little philosophical as you lead into your will or estate plan. Here’s what to think about if you’re considering adding one.
Think Outside the Box: Creative Ways to Support Charity
In our work, we meet with very diverse families, of all means and lifestyles. As we help them consider all the ways they can support the causes they love, sometimes the options surprise people. Here are a few non-cash ways to support charity through your estate.
Introducing Creative Storytelling Packages: Share the Softer Side of Your Legacy
From cinematic videos to spoken “Legacy Letters,” we’ve developed a number of creative ways you can share your story and words of wisdom with those you love.