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What Is Your Net Worth?

Our clients are often shocked–in a good way–when we tally up their assets and estimate the value of their estate. When making legacy planning-related financial decisions, this is step one. Here’s how to figure out your number!

Pros and Cons of a Charitable Trust

Charitable trusts are so powerful, we sometimes call them “give it twice” trusts. But while they mean a huge gift to charity and a tax-efficient income stream to loved ones (or you!), they’re not without some caveats.

5 Ways to Be More Intentional With Your Legacy

Here’s what to ask a nonprofit before making a major gift. But if you’ve done your due diligence, giving during life can be an amazing way to make a difference–and you’ll get to witness it! This can also help your heirs understand your values and giving priorities, and inspire them to be more generous themselves. 

Including Pets in Your Legacy Plan

If you have a pet, I’m sure you’ve made plans for their care at some point. Maybe you were taking a vacation or had a busy workday and just wanted to ensure they were properly taken care of. Most of us don’t bat an eyelash at these forward-thinking plans for our furry friends, but we often forget about ensuring their long-term care in case something happens to us.

7 Charitable Giving Tools (And Who Should Consider Them)

Our focus is on legacy planning…but we’re always helping donors identify the most effective ways to give charitably–starting now! There are CRUTs and CRATs and DAFs and ILITs and QCDs, and while we’ve just scratched the surface of the many charitable giving tools out there, all the acronyms can seem like alphabet soup. If you’re just wanting an overview, here’s a crash course on the most common giving vehicles…and when they might be a good fit.

Things to Know Before Setting Up a Trust

Apex: First off, what has been your path to this career? How does one end up in trust administration? Rita: My previous employer was Wells Fargo, where I held a variety […]