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When Should You Update Your Estate Plan?

When Should You Update Your Estate Plan?

At Apex, we focus on comprehensive legacy planning. We do a deep-dive into families, over several months, so that we can create a plan that fits their unique values, passions, and goals. But a plan should change as a family changes. Here’s when to revisit yours.

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Second Homes and Estate Plans: What You Need to Think About

Second Homes and Estate Plans: What You Need to Think About

The cabin, the cottage, the lake house, the ski place, the rental property…whatever you call it, a recreational home and/or income property can be a huge blessing to multiple generations of a family. But when it comes to ensuring it’s passed down, and cared for, in an estate, a lot of questions can come up. Here are some ideas of how to handle a vacation home wisely.

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10 Ways to Raise Generous Kids

10 Ways to Raise Generous Kids

Parents want the best for their children. And when it comes to legacy planning, they often have two main goals: care for their kids’ financial future, and make a positive impact on their community and causes they care about. What about doing BOTH?

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Create a Legacy That Lasts…Starting Right Now!

Create a Legacy That Lasts…Starting Right Now!

At Apex, we play the “long game” with donors, helping them figure out the very best and most tax-efficient ways for them to make a difference for the causes they care about. Sometimes that’s today, and sometimes it’s fifty years from now! To kick off a brand new year, we asked our friend and philanthropy consultant Sybil Ackerman-Munsonto share some of her best tips for creating a legacy that makes a real difference, and how donors can start that process immediately.

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Hello, 2022!

Hello, 2022!

2022 brings a fresh start. As we head into our first spring as Apex Legacy Consultants, we wanted to give an update on where we’re headed, and what to look for, in the new year.
By: Monique Kleinhuizen, Chief Marketing Officer, and Christy Boysen, Chief Executive Officer

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