Legacy Planning Services in Denver

Legacy Planning Services
in Denver

At BAM, our legacy planning services help you pass on what you’ve built to help reduce confusion or conflict.

We align your accounts, put your wishes in writing, and make sure your family knows exactly what to do.

  • Beneficiary review and alignment
  • Will and power of attorney coordination
  • Family communication planning
  • Charitable and family gifting strategies
  • Legacy tax efficiency
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*Our firm does not create legal documents, nor do we provide tax or legal advice or services.

Legacy Planning services in Denver

How We Build Your Legacy Plan

Step 1
Align Your Beneficiaries

Align Your Beneficiaries

We review every account to make sure your beneficiaries reflect your current wishes, not who was listed years ago.

Step 2

Put the Essentials in Writing

We help you understand the questions you should ask your estate planning attorney to help ensure [MJ1] you have the proper legal documents in place, which may include a will, power of attorney, and more.

Step 3
Have the Family Conversation

Have the Family Conversation

Many estate conflicts come from families who never talked about what was planned and why. We help you have that conversation before it becomes a dispute.

Step 4
Review and Adjust

Review and Adjust

Your legacy plan changes as your family and assets change. We revisit it regularly, not just once.

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Why It Matters

A poorly planned estate may not just cost money. It often costs relationships.

Avoid family conflict over wishes that were never written down

Utilize strategies designed to help pass on wealth with fewer taxes and less confusion

Build a legacy on your terms, not by default

Make sure the right people can make decisions if you can't

Give clear instructions instead of leaving gaps for interpretation

Help reduce the stress an estate can place on the people you love

Who This Is For

You could benefit from our legacy planning services if you:

  • Haven’t reviewed your beneficiaries in years
  • Want to avoid leaving your family to sort things out on their own
  • Are thinking about how to pass on wealth to children, grandchildren, or charity
  • Haven’t yet talked with your family about your wishes
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See what our clients say

For 25+ years we’ve helped people just like you retire on their terms

“My wife and I trusted our previous financial advisors. But as I got closer to retirement, they weren’t listening to my concerns. I was worried about the high risk in our portfolio. Then we were invited to an informational dinner with BAM Advisory Group. We liked their organized approach to managing our money and preparing for retirement. Over time, I’ve built a strong trust with David & Kristy Afraimi and the entire BAM team. Everyone is responsive, professional, and genuinely cares about our family. Even one of our adult children now works with BAM as he begins thinking about retirement.”
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— David G.
“We have been working with the BAM Advisory Group for over seven years and have been impressed with them every step of the way. The BAM staff has gone the extra mile to develop a personal relationship with us and it's been a huge comfort knowing that we have such an incredible team behind us to help us navigate our future no matter what we encounter along the way!"
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— Peggy H.
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Explore the Rest of Your Retirement Gameplan

Legacy planning is one piece of the full BAM Retirement Gameplan.

We also help with income planning, tax planning, investment management, and insurance and long-term care, all working together toward one retirement plan.

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(303) 531-5055