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!
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.
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?
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!
Why Your Business Succession Plan Can’t Wait
You’ve poured your heart and soul into your business or farm. Make a plan for who will take it over someday, and how, whether that transition is planned or unexpected.
Five Reasons You Need a Will or Estate Plan
After five years in this industry, I’ve seen it all: relationships gone awry, unanticipated financial situations, incredible generosity as well as unfortunate missed opportunities. Here’s what I’ve learned and why it’s so important to have a solid legacy plan in place in case the unthinkable happens.