Unlock the Power of Your Legacy with Gift Planning
Legacy Planning for Families
Research suggests that roughly 2 out of 3 Americans don’t have a Will. Those that do often have limited knowledge of what it says. As we go through life we move, change jobs, children get older, and circumstances change; so even that those that do have a Will often find it outdated. We can help you craft a personal legacy that remembers both loved ones and favorite causes through our Legacy Planning Program.
Our program provides personal guidance and educational tools, so you can learn more about how to maximize the impact you will leave for who and what you care most about, without diminishing the gifts you leave behind for loved ones.
We help you maximize your legacy through the following ways:
You meet with one of our trained Legacy Planning Counselors to identify your financial goals and values.
We present you with several legacy planning diagrams to consider that reflect your personal and financial goals.
You choose a legacy plan that best represents your values and allows you to maximize your gifts to both charities and loved ones.
We coordinate with your professional advisors to develop a legacy plan that fulfills your wishes.
Unlock the Power of a Lasting Legacy
“Although we were initially hesitant, as we already worked with another financial advisor, we proceeded to meet for two private sessions. Our meetings included a review of our current financial situation and identifying our priorities for future disbursement of our funds. It was more meaningful to us to see our own financial plan using the options Apex presented, allowing us to protect our children’s inheritance and still able to make gifts to nonprofit organizations.”
– Anonymous, Donors
“I have met with Apex twice and was provided with four options to charitably provide for my church in the future without disinheriting my children. They are on board and in agreement with the option I have chosen. The process is very enlightening and I would urge others to at least listen and consider an option presented by Apex.”
– Anonymous, Donor
“It’s been good for our marriage to put our heads together and remember what we’ve been through. Legacy planning is a reflective process, and it’s about knowing you have something – which our gift planner found, we wouldn’t have found it. Now we have something to invest into the causes we find meaningful. It makes a nice closure to the last decade of our lives.”
– Carolyn & John, Donors
Make a difference in the lives of others and those closest to you by experiencing our Legacy Planning Program. Fill out the contact form below to get in touch with a Legacy Planning Counselor today.