by Monique Kleinhuizen | Nov 18, 2022 | Charitable Giving, Estate Planning, Family Resources, Legacy
Want to set up a trust? Here are some tips, tricks, and ideas from our friends at Lake Elmo Bank: Apex: First off, what has been your path to this career? How does one end up in trust administration? Rita: My previous employer was Wells Fargo, where I held a variety...
by Christy Boysen | Nov 13, 2022 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Law and Legislation, Nonprofit Resources
Apex Legacy Consultants has helped donors give over half a billion dollars to the causes they love over the years. We’ve worked with donors from all walks of life. They approach life differently. They vote differently. Their family situations and the businesses...
by Monique Kleinhuizen | Oct 28, 2022 | Estate Planning, Family Resources, Legacy, Resources
When you make key decisions about how you want to be remembered, you’ll make it the celebration you want while eliminating a significant burden for your family. Our family friend, Jean, loved to throw a good party. The woman had closets full of colorful, seasonal...
by Christy Boysen | Jul 15, 2022 | Estate Planning, Legacy, Pinned, 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...
