by Jenny Nohelty | Jul 20, 2021 | Estate Planning, Giving Stories, Legacy
My team often jokes that if I take too long running an errand, it’s probably because I’m telling a perfect stranger about the importance of legacy planning. You see, 20 years ago, my mom and I—with my father’s mentorship—started Gift Planning Services with just a...
by Christy Boysen | Jun 30, 2021 | Estate Planning, Family Resources, Law and Legislation, Legacy
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...
by Jenny Nohelty | Jun 23, 2021 | Estate Planning, Family Resources, Giving Stories, Legacy, Nonprofit Resources
We were in a team meeting recently, and a story of an incredible estate gift came up in conversation. It was early 2021, almost a year after COVID-19 shut down so much of normal life, bringing the entertainment industry to a grinding halt. A lifelong supporter of the...
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...
by Monique Kleinhuizen | Jun 9, 2021 | Charitable Giving, Family Resources, Legacy, Nonprofit Resources
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...
by Monique Kleinhuizen | May 27, 2021 | Estate Planning, Family Resources, Giving Stories, Legacy
By the time you’ve completed a legacy plan, you’ve done the hard work of naming guardians and allocating assets and organizing documents and…well…you’ve done a lot! Crafting a plan that fits your unique goals, and bringing it to life with your financial...
