by Christy Boysen | Jul 15, 2022 | Estate Planning, Legacy, Resources
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...
by Christy Boysen | Jun 17, 2022 | Estate Planning, Family Resources, Legacy
Wedding-planning is a billion dollar industry in the United States. My husband Chad and I had a gorgeous wedding. We spent months curating a day that would celebrate our relationship and give all our favorite people a great time together. Good food. Fun music. The...
by Monique Kleinhuizen | May 19, 2022 | Estate Planning, Family Resources, Legacy, Resources
In our work, we spend a lot of time talking with clients about what will happen after they’re gone. We help them think through where their assets will go, who will handle their estate-related decisions, and who will take care of their children/pets if something...
by Monique Kleinhuizen | May 10, 2022 | Estate Planning, Family Resources, Legacy
The estate world sometimes feels a little bit like alphabet soup and a dictionary got together and had a very complicated child. There are trustees and executors, decedents and settlors, CRUTs and CRATs and DAFs–oh my! Deep breath. That’s why people like Apex exist....
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 Monique Kleinhuizen | Apr 26, 2022 | Estate Planning, Family Resources, Legacy, Resources
“It seems so easy or obvious to communicate a plan, but it’s amazing the reaction we get from families who see an estate document for the first time and can’t understand why the creator did it a certain way,” says Says Katie Kranz, Vice President of the Trust...
