fbpx
Q&A with Stef Tschida

Q&A with Stef Tschida

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...
A Big Week at GPS

A Big Week at GPS

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...