by Monique Kleinhuizen | Mar 25, 2022 | Giving Stories, Legacy, Stories
Start with Your Story: How to Build the Foundation for a Meaningful Legacy Plan When we tell people what we do at Apex, we tend to use terms like legacy planning, estate planning, financial consulting, and tax-efficient gift giving. But before we ever talk assets or...
by Monique Kleinhuizen | Sep 3, 2021 | Giving Stories, Legacy, Stories
It’s been just over one month since Jenny Nohelty announced she was stepping down from her role as CEO of Gift Planning Services. Before we knew that change was coming, COO Christy Boysen and I had been casually talking about what it would look like when Jenny...
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 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, 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...
