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...
by Monique Kleinhuizen | Sep 28, 2021 | Legacy
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...
by Monique Kleinhuizen | Sep 3, 2021 | Giving Stories, Legacy, Stories
It’s been just over one month since Jenny Nohelty announced she was stepping down from her role as CEO of Gift Planning Services. Before we knew that change was coming, COO Christy Boysen and I had been casually talking about what it would look like when Jenny...
by Jenny Nohelty | Jul 20, 2021 | Estate Planning, Giving Stories, Legacy
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...
by Christy Boysen | Jun 30, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy
One of my favorite things about the legacy planning process is having conversations about clients’ life passions. Whether it is their children or grandchildren, investing in their community, or the significance they derive from their work, every person I’ve...
