Estate and Legacy Planning - Knopinski and Fauver | Louisville, Boulder, Denver and Boulder County, Colorado

For individuals and families who want to shift their focus from the retention and growth of wealth to the significance and enjoyment of wealth. The making of family and charitable gifts is a creative process that adapts to the changing needs and wishes of the donor. We help you create an overall plan that first considers your objectives, priorities, and values and then implement the plan by working with other professionals.

Legacy Planning includes:

• Family meetings as needed to define and communicate financial information and goals.

• Strategies for philanthropic and multigenerational planning.

• Implementation of estate planning strategies and the coordination of legal, financial, and tax advisors
.

Fee for Financial Planning Consultation

Fixed Fee, determined in advance

$2,000 - $10,000, depending on the scope of the work performed