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Legacy Planning Resources

We love helping people put together thoughtful legacy plans that fit their goals, values, and stage of life. But we also know that a full, comprehensive deep-dive isn’t right for everyone. We’ve put together all sorts of legacy-related tools and resources that our team and our clients use all the time. Whether you’re just starting to think about your legacy, or you’ve had a plan for years and want to look through it from a different angle, we hope these resources are helpful to you. If you get stuck or want to chat with one of our expert legacy consultants, let us know!

How to Guides

Blog Post Resources

Legacy Planning Basics

Legacy Planning Basics

If you’re a car dealership, it doesn’t take a lot of explaining for people to understand what you’re about and why they’d stop in to see you.  When we say we’re legacy consultants, we sometimes get blank stares from people. People understand what a will is. They might...

How to be a Guardian or Minor’s/Spendthrift Trustee

How to be a Guardian or Minor’s/Spendthrift Trustee

Memorial Day is a chance to remember those who made the ultimate sacrifice for our country. It’s a time to stop and think about those who gave their time–and some, their lives–in the name of freedom. It’s a precious time of remembrance and solitude. In a way, we live...

Guide to Powers of Attorney & Healthcare Directives

Guide to Powers of Attorney & Healthcare Directives

In our work, we spend a lot of time talking with clients about what will happen after they’re gone. We help them think through where their assets will go, who will handle their estate-related decisions, and who will take care of their children/pets if something...

How to: Communicate Your Legacy Plan

How to: Communicate Your Legacy Plan

“It seems so easy or obvious to communicate a plan, but it’s amazing the reaction we get from families who see an estate document for the first time and can’t understand why the creator did it a certain way,” says Says Katie Kranz, Vice President of the Trust...

These Resources Didn’t Exist, So We Created Them

These Resources Didn’t Exist, So We Created Them

“There are just no resources out there for people like me.” That’s what my mom told me when she stepped in to help settle the estate of a third loved one within just a handful of years. As she is known to do, she then poured herself an extra-strong cup of coffee and...

10 Ways to Raise Generous Kids

10 Ways to Raise Generous Kids

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?  We pulled together...

How to Protect Your Assets From Long-Term Care Costs

How to Protect Your Assets From Long-Term Care Costs

Here in Wisconsin, the average cost of a night in a private nursing home room is $273, or just shy of $100,000 per year.  Stays in skilled nursing care can range from just a few days to years on end, so the cost of end-of-life care can quickly escalate beyond even the...

Five Reasons You Need a Will or Estate Plan

Five Reasons You Need a Will or Estate Plan

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...

What is a Will vs. What is a Trust?

What is a Will vs. What is a Trust?

There’s one question I hear a lot at the beginning of the legacy planning process: “Should I use a will or a trust as part of my plan?” Some might go as far as debating between the two, but I feel that this is actually a false dichotomy. Here’s why: both wills and...

Writing an Estate Plan Preamble: A How-To Guide

Writing an Estate Plan Preamble: A How-To Guide

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...

How to Tell a Nonprofit You’re Leaving a Legacy Gift

How to Tell a Nonprofit You’re Leaving a Legacy Gift

As we reach the end of the legacy planning program with a donor or family, we give some practical steps that can help communicate their plan and make sure those they love, and the causes they care about, know what to expect. At Apex Legacy Consultants, we’re an...

What Are the Types of Charitable Trusts… and Should I Have One?

What Are the Types of Charitable Trusts… and Should I Have One?

There are an abundance of trust options out there. Each one can help families with their current financial planning or, more commonly, in estate planning. My clients ask me all the time about the differences between these products, because they can have dramatically...

Schedule a consultation with Apex today!

Creating a charitable trust was a benchmark of a lifetime…signing was a celebration of our ability to appreciate and thank two universities that empowered us; two schools in which we did our life work; and the church that sustained and steered us on our path. The gifts mean our work will continue after we are gone, developing citizens for the world and the future.”

“A lot of people don’t like to think about legacy issues, but Christy’s demeanor and process was extremely helpful and prompted important discussions. She helped us see the most tax-advantaged ways to leave an appropriate amount for our heirs—but also for ministries we care about—and effectively double our money.”

The discussions were very structured which helped keep us on track and stay focused on what we were there to accomplish. It also prompted my spouse and I to have follow-up discussions outside of our meetings.”

“The worksheets! The charts! The visual presentations were significantly better than numerical presentations. Sizes, proportions, and directions were represented. Suddenly I could “see the big picture.”

[Apex] provides a unique personalized service that is insightful, eye-opening, confidential, with patience to work with us through this important estate planning process.”

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