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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...
10 Ways to Raise Generous Kids

10 Ways to Raise Generous Kids

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...