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Legacy Planning Basics
Legacy Planning Basics

If you’re a car dealership, it doesn’t take a lot of explaining for people to understand what you’re about and why they’d stop in to see you.  When we say we’re legacy consultants, we sometimes get blank stares from people. People understand what a will is. They might...

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Our Favorite Charitable Giving Tools (And Who Should Consider Them)

Our Favorite Charitable Giving Tools (And Who Should Consider Them)

Our focus is on legacy planning…but we’re always helping donors identify the most effective ways to give charitably–starting now! There are CRUTs and CRATs and DAFs and ILITs and QCDs, and while we’ve just scratched the surface of the many charitable giving tools out there, all the acronyms can seem like alphabet soup. If you’re just wanting an overview, here’s a crash course on the most common giving vehicles…and when they might be a good fit.

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Travel Can Be Risky: Here’s How to Prep for Your Next Trip

Travel Can Be Risky: Here’s How to Prep for Your Next Trip

People often want help “getting their ducks in a row” before a major life change or milestone. Another reason people reach out to Apex: international trips. It’s smart to prepare well, communicate your travel plans with loved ones, and take precautions for your safety and security while abroad. We talked with Kara Rodriguez, Mission Director at Scalpel At The Cross, about the ways she helps her international medical teams prepare

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Legacy Planning for New Parents

Legacy Planning for New Parents

Congrats on your newest family member! Your legacy plan might be the last thing on your mind as you welcome a new little one to your life, but make sure you have your bases covered. Here are the most important legacy plans to make to care well for your child.

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