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February 2021

Succession Planning for Farms and Businesses

February 4, 2021 @ 11:00 am - 12:00 pm CST
Online
Free

At Apex, we have decades of experience in estate and legacy planning. We’ve worked with many families whose assets have largely been housed within a farm or business entity...and that presents some unique challenges! During this free webinar, learn the key provisions you'll need to make when deciding how and when to pass on the family business, and how those assets can transfer in the most tax-efficient ways after you're gone.

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April 2021

Charitable Trusts: Beyond Alphabet Soup

April 29, 2021 @ 11:00 am - 12:00 pm CDT
Online
Free

When it comes to charitable trusts, there are so many acronyms it can seem like a very confusing bowl of alphabet soup! From charitable remainder unitrusts (CRUTs) to charitable remainder annuity trusts (CRATs) and charitable lead annuity trusts (CLATs) to charity lead unitrusts (CLUTs), we'll give you an overview so you understand the differences between these powerful tools. Speakers Ryan Johnson – Legacy Planning Counselor Ryan comes to Apex from the marketing and advertising world, where he learned that effective…

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June 2021

Special Needs Trusts: Protecting Vulnerable Heirs

June 10, 2021 @ 11:00 am - 12:00 pm CDT
Online
Free

Families do incredible things to protect and celebrate a child who has special needs. They make their homes accessible. They stop at nothing to get the best care and educational resources available. And yet, many families don’t provide adequately for their child through their estate. During this one-hour webinar, we’ll explain the ins and outs of Special Needs Trusts, which can be incorporated into a legacy plan for the express purpose of meeting a child’s unique long-term needs relating to…

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November 2021

Year-End Giving: What’s Ahead in 2021

November 4, 2021 @ 1:00 pm - November 9, 2021 @ 2:00 pm CDT
Online
Free

About one-third of American charitable giving is done in December, with a whopping 12% of all gifts happening in the last three days of the year. There's a reason for that! During this free webinar, we’ll cover the absolute best ways to give at year-end, so you're equipped to make strategic giving decisions. We'll touch on current legislation and changes in the wake of COVID-19, plus giving options like IRA Rollovers, stock, and crop gifts that could decrease your tax…

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February 2022

Raising Generous Kids Webinar (11:30am)

February 22 @ 11:30 am - 12:30 pm CST
Online

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? During this free, one-hour webinar, we’ll cover ideas for instilling generosity into your family and raising generous, grateful children. We’ll talk about some practical giving tools that could help your whole family take a more outwardly-focused approach…

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