LEGACY PLANNING

COLORADO LEGACY & ESTATE PLANNING

We believe the fastest way to erode away your life’s work is to not have an estate plan in place. An estate plan shelters your assets and provides for your family in the event you are no longer around to provide for them yourself. By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.

The earlier you explore your options, the better you will be positioned to leave a maximum legacy to your heirs. We’ll walk you through the Retirement Playbook process and give you tips that can help you develop a plan that you and your family can be proud of. You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive legacy plan can provide you and your loved ones. Through Knox Wealth Management you have access to dedicated, caring professionals to guide you through your estate planning solutions.

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    RETIREMENT PLANNING GUIDE

    9 Investment Pitfalls

    To describe the last few years in the financial industry as challenging is an understatement. Patience is a virtue that will pay off in the long term. Investing and emotions don’t make a great team, and viewing investments as transactional instead of emotional can help you balance ongoing changes and buffer you against turbulence and uncertainty.

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    SCHEDULE YOUR PHONE OR
    VIRTUAL REVIEW WITH US!