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, […]
What are Powers of Attorney and Healthcare Directives?
In our work, we spend a lot of time talking with clients about what will happen after they’re gone: where will their assets go, who will handle their estate-related decisions, and who will take care of their children/pets, etc. Power of Attorney (POA) documents/roles are incredibly powerful–but they come into play when someone is alive, but incapacitated–so it’s important that when someone is named a POA, they understand what they’re responsible for, and what to do next. Here’s a handy guide!
What is a trustee, and what should you do if you’re named one?
Whether you’re naming people to serve in key estate roles, you’ve been named in someone’s plan, or you’re just learning more about legacy planning, there are some important things to think about. We’ve taken our webinar content and put together a high-level, downloadable guide, and we hope it’s helpful to you!
Non-Cash Gifts: The Future of Philanthropy
Did you know that less than 10% of America’s wealth is held in cash? It’s true. Most of our assets are things like real estate, retirement accounts, and stock portfolios. […]
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 […]
How Often Should You Review Your Estate Plan?
In general, you should review your plan every few years, just to make sure you remember what’s in place and to make sure it’s all still relevant. There are also some major life changes and milestones that may necessitate a review.
Second Homes and Estate Plans: What You Need to Think About
The cabin, the cottage, the lake house, the ski place, the rental property…whatever you call it, a recreational home and/or income property can be a huge blessing to multiple generations of a family. But when it comes to ensuring it’s passed down, and cared for, in an estate, a lot of questions can come up. Here are some ideas of how to handle a vacation home wisely.
Create a Legacy That Lasts…Starting Right Now!
At Apex, we play the “long game” with donors, helping them figure out the very best and most tax-efficient ways for them to make a difference for the causes they care about. Sometimes that’s today, and sometimes it’s fifty years from now! To kick off a brand new year, we asked our friend and philanthropy consultant Sybil Ackerman-Munsonto share some of her best tips for creating a legacy that makes a real difference, and how donors can start that process immediately.
How to Protect Your Assets From Long-Term Care Costs
Long-term care is expensive, and there’s a lot of confusion about where funding comes from and what estate assets will be used to pay for it. Here’s a primer on what to think about when it comes to planning for long-term care in light of your estate goals.
How to Infuse “Legacy” into Your Organization’s Fundraising Strategy
Here are some tips and tricks for growing your planned giving program–even if you’re starting from scratch!