by Monique Kleinhuizen | Dec 2, 2022 | Charitable Giving, Estate Planning, Family Resources, Giving Stories, Legacy, Stories
“Uffdah: it’s a common refrain in our house,” says Apex CEO Christy Boysen. She can rattle off, in detail, the family traditions that are non-negotiable on her calendar: lefse-making and cookie-baking days with the women in her family before Christmas. Plus the...
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 Tamara Fanjoy | Dec 10, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy, Nonprofit Resources, 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 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 Jessica Nafe | Jul 14, 2021 | Charitable Giving, Estate Planning, Family Resources, Nonprofit Resources, Stories
This past year has been a doozy, hasn’t it? I was one of the unlucky ones who finished college just as the pandemic was getting started. That means I also had to navigate starting a new job amidst the uncertainty of COVID-19. As I started in my role at Apex, I had a...
by Monique Kleinhuizen | Jun 16, 2021 | Estate Planning, Family Resources, Giving Stories, Legacy, Nonprofit Resources, Stories
My paternal grandfather passed away when I was 11, and my memories of him are blurry around the edges. I know he was an avid gardener, intent to eke out as many fresh veggies as possible from his decidedly suburban lot. He was a tinkerer, and he’d cobble a tool...
