by Tamara Fanjoy | Dec 10, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy, Nonprofit 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
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 Monique Kleinhuizen | Nov 26, 2021 | Legacy
At Apex, we believe “legacy” is rooted deep. Behind every volunteer hour or financial decision or legacy plan our clients make, there’s a profound story of why. Why we give, the people that taught us to give, and the way we see legacy play out in our lives and our...
by Monique Kleinhuizen | Nov 18, 2021 | Legacy
Around here, we love stories. We love that each legacy plan we create bears the unique fingerprints of a particular person or family, and we love that no two legacy planning journeys are quite the same. So as we head into our first winter as Apex Legacy Consultants,...
by Monique Kleinhuizen | Nov 5, 2021 | Legacy
It’s no secret that it has been a season of transition for our team. We’ve spent the summer closing one company and launching a new one, saying goodbye to team members we respect deeply, and retooling and dreaming about what’s ahead for Apex Legacy Consultants. Amidst...
by Monique Kleinhuizen | Oct 21, 2021 | Charitable Giving, Legacy
We’re in a new season as Apex Legacy Consultants, but there are a lot of things about our forerunner company, Gift Planning Services, that we want to hold tight to. For starters, GPS CEO Jenny Nohelty is one of the most generous people out there. Not only has she...
