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 Christy Boysen | Dec 29, 2021 | Charitable Giving, Estate Planning, Law and Legislation, Legacy, Nonprofit Resources
I’ve met with a lot of people in my time at Apex Legacy Consultants. They’ve had vastly different financial situations, unique family dynamics, and different ways of approaching legacy planning. But across the board, I’ve noticed two things that most of those families...
by Ryan Johnson | Dec 17, 2021 | Estate Planning, Family Resources, Law and Legislation
Owning a business—of any size—isn’t just a vocation, it’s a lifestyle. Owners pour their talent, time, and significant financial investment into the success of their company or farm, and major life decisions often hinge on its success. So selling or moving on from a...
by Tamara Fanjoy | Dec 10, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy, Nonprofit Resources, Resources, Stories
As Ben Franklin once stated, “In this world, nothing is certain except death and taxes.” So why is it that less than 40% of American adults have a will? Most people know in the back of their minds that they should have one. Maybe it’s because thinking about our...
by Ryan Johnson | Dec 3, 2021 | Charitable Giving, Estate Planning, Family Resources, Law and Legislation, Legacy, Nonprofit Resources, Resources
There’s one question I hear a lot at the beginning of the legacy planning process: “Should I use a will or a trust as part of my plan?” Some might go as far as debating between the two, but I feel that this is actually a false dichotomy. Here’s why: both wills and...
by Christy Boysen | Jun 30, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy, Resources
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...
