by Jenny Nohelty | Jul 20, 2021 | Estate Planning, Giving Stories, Legacy
My team often jokes that if I take too long running an errand, it’s probably because I’m telling a perfect stranger about the importance of legacy planning. You see, 20 years ago, my mom and I—with my father’s mentorship—started Gift Planning Services with just a...
by Jessica Nafe | Jul 14, 2021 | Charitable Giving, Estate Planning, Family Resources, Nonprofit Resources, Stories
This past year has been a doozy, hasn’t it? I was one of the unlucky ones who finished college just as the pandemic was getting started. That means I also had to navigate starting a new job amidst the uncertainty of COVID-19. As I started in my role at Apex, I had a...
by Christy Boysen | Jun 30, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy
One of my favorite things about the legacy planning process is having conversations about clients’ life passions. Whether it is their children or grandchildren, investing in their community, or the significance they derive from their work, every person I’ve...
by Jenny Nohelty | Jun 23, 2021 | Estate Planning, Family Resources, Giving Stories, Legacy, Nonprofit Resources
We were in a team meeting recently, and a story of an incredible estate gift came up in conversation. It was early 2021, almost a year after COVID-19 shut down so much of normal life, bringing the entertainment industry to a grinding halt. A lifelong supporter of the...
by Monique Kleinhuizen | Jun 16, 2021 | Estate Planning, Family Resources, Giving Stories, Legacy, Nonprofit Resources, Stories
My paternal grandfather passed away when I was 11, and my memories of him are blurry around the edges. I know he was an avid gardener, intent to eke out as many fresh veggies as possible from his decidedly suburban lot. He was a tinkerer, and he’d cobble a tool...
by Ryan Johnson | Jun 2, 2021 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Nonprofit Resources
There are an abundance of trust options out there. Each one can help families with their current financial planning or, more commonly, in estate planning. My clients ask me all the time about the differences between these products, because they can have dramatically...
