by Monique Kleinhuizen | May 19, 2022 | Estate Planning, Family Resources, Legacy
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
“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...
by Monique Kleinhuizen | Apr 8, 2022 | Estate Planning, Family Resources, Legacy
“There are just no resources out there for people like me.” That’s what my mom told me when she stepped in to help settle the estate of a third loved one within just a handful of years. As she is known to do, she then poured herself an extra-strong cup of coffee and...
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...
