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...
by Monique Kleinhuizen | Mar 11, 2022 | Estate Planning, Family Resources, Legacy
Let’s say you’ve just completed our 6-ish-month legacy planning program. You’ve pulled together all your important estate-related documents; named your executor, powers of attorney, and guardians for your children; and set up a plan that minimizes tax and maximizes...
by Tamara Fanjoy | Mar 4, 2022 | Charitable Giving, Estate Planning, Family Resources, Legacy
The cabin, the cottage, the lake house, the ski place, the rental property…whatever you call it, a recreational home and/or income property can be a huge blessing to multiple generations of a family. But when it comes to ensuring it’s passed down, and cared for, in an...
by Monique Kleinhuizen | Feb 23, 2022 | Family Resources, Legacy
Parents want the best for their children. And when it comes to legacy planning, they often have two main goals: care for their kids’ financial future, and make a positive impact on their community and causes they care about. What about doing BOTH? We pulled together...
by Sybil Ackerman-Munson | Feb 18, 2022 | Estate Planning, Family Resources, Legacy, Nonprofit Resources
At Apex, we play the “long game” with donors, helping them figure out the very best and most tax-efficient ways for them to make a difference for the causes they care about. Sometimes that’s today, and sometimes it’s fifty years from now! To kick off a brand new year,...
