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Introducing Legacy Consulting Options

Introducing Legacy Consulting Options

At Apex Legacy Consultants, we take a comprehensive, highly relational approach to thinking through how someone wants to be remembered. We “sit in the middle” with families as they consider their values and how they want to live their lives, and then help them choose...
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...