by Dana J. Holt, JD RICP AEP® CAP® | May 6, 2022 | Charitable Giving, Estate Planning, Family Resources, Legacy
Did you know that less than 10% of America’s wealth is held in cash? It’s true. Most of our assets are things like real estate, retirement accounts, and stock portfolios. Furthermore, the tax benefits for donors making gifts of non-cash assets can be greater than...
by Tamara Fanjoy | Mar 4, 2022 | Charitable Giving, Estate Planning, Family Resources, Legacy
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...
by Monique Kleinhuizen | Jan 28, 2022 | Charitable Giving, Family Resources, Nonprofit Resources
At Apex, we’re intentional about building relationships with philanthropically-minded professionals, attorneys, and financial advisors. When our paths cross with someone who’s fun and approachable and as passionate about empowering people and communities as we are,...
by Tamara Fanjoy | Jan 14, 2022 | Charitable Giving, Estate Planning, Family Resources
Here in Wisconsin, the average cost of a night in a private nursing home room is $273, or just shy of $100,000 per year. Stays in skilled nursing care can range from just a few days to years on end, so the cost of end-of-life care can quickly escalate beyond even the...
by Christy Boysen | Dec 29, 2021 | Charitable Giving, Estate Planning, Law and Legislation, Legacy, Nonprofit Resources
I’ve met with a lot of people in my time at Apex Legacy Consultants. They’ve had vastly different financial situations, unique family dynamics, and different ways of approaching legacy planning. But across the board, I’ve noticed two things that most of those families...
by Ryan Johnson | Dec 3, 2021 | Charitable Giving, Estate Planning, Family Resources, Law and Legislation, Legacy, Nonprofit Resources
There’s one question I hear a lot at the beginning of the legacy planning process: “Should I use a will or a trust as part of my plan?” Some might go as far as debating between the two, but I feel that this is actually a false dichotomy. Here’s why: both wills and...
