Generosity Estate Planning
WHO WE AREWe work closely with clients, their families, and other advisors to ensure a comprehensive and integrated approach.
Estate Planning
A Passion for People
Generosity Estate Planning was founded as part of The Generosity Group to provide individuals and families with a holistic, values-driven approach to securing their legacies. Born from the success of Generosity Wealth Management, Generosity Estate Planning reflects founder Michael Brady’s vision of offering clients a more comprehensive financial perspective—one that not only builds and preserves wealth but also protects and honors it for generations to come.
Michael’s experience in wealth management revealed a growing need among his clients for deeper guidance in estate and legacy planning. Recognizing that true financial clarity requires seamless coordination across wealth, legacy, and business planning, The Generosity Group was created as a parent entity to unite these efforts. Generosity Estate Planning, a key part of this vision, brings specialized expertise to the estate planning process while working in close partnership with Generosity Wealth Management and Generosity Business Exit Planning.
At the heart of Generosity Estate Planning is Cassidy Murphy, Michael’s wife and a dedicated attorney with a passion for helping families protect their wealth and values. Cassidy’s legal expertise, combined with the shared resources and collaborative spirit of The Generosity Group, creates an estate plan that is tailored to reflect the unique goals, priorities, and stories of each client.
Generosity Estate Planning goes beyond drafting documents—it’s about creating a plan that empowers clients to align their estate decisions with their values, simplifies complex processes, and provides peace of mind. Whether safeguarding assets for loved ones or supporting charitable causes, our team takes a personalized approach to help clients achieve clarity and confidence in their legacy planning.
As part of The Generosity Group, Generosity Estate Planning integrates seamlessly with Generosity Wealth Management and Generosity Business Exit Planning, giving clients access to a unified team of experts who work to make every piece of their financial picture flow together. This collaboration enables us to offer a comprehensive approach to planning that helps clients live fully, protect what matters most, and leave a lasting impact.
At Generosity Estate Planning, we believe your legacy is more than just wealth—it’s the story of your life, your values, and the impact you want to create for future generations. Together, we’ll craft a plan that secures your future, protects your loved ones, and honors your vision.
Guidance & Experience
Generosity Estate Planning
Estate Planner | Lawyer
Cassidy Murphy
Live with clarity, plan with purpose.
financial advisor
Michael Brady
Work hard. Play hard.
TOGETHER
The Generosity Estate Planning Team
KNOWER OF ALL THINGS
Felicia Aplara
Felicia started her career in the financial industry in 2014 at Cambridge Investment Research, where she grew as an assistant and person for over 4 years. Since December 2018, she has been working independently as a virtual assistant for a small group of financial advisors. She enjoys assisting them with day-to-day tasks and servicing their clients’ needs. The passion for supporting small businesses and bettering client lives drives Felicia to develop efficient and effective processes to help grow and maintain financial advisors’ businesses and enrich their clients’ lives.
Felicia resides in Southeastern Iowa, where she was born and raised. When she is not focused on supporting her clients and theirs, she enjoys spending time in her garden and working on various projects around the homestead with her husband and their three dogs–Dixie, Benny, and Rosco.
champion of knowledge
Sara Russell
Sara’s 17+ years of design, marketing, and communication skills come together to amplify the Generosity Estate Planning mission in a way that facilitates understanding and communicates in a meaningful way.
Sara’s got the perfect blend of business and design expertise to transition between strategy and action seamlessly. She has received numerous awards for design, photography, and marketing campaigns implemented throughout her career. As a keen problem solver, she is delighted to work with clients on strategies that address their challenges while employing mindful marketing best practices.
She serves clients across the US and Canada in the financial, real estate, nonprofit, music, construction, and health and wellness industries.
Sara’s superpower is the ability to have an entire conversation completely in The Office GIFs.
Generosity Group
Complete Financial Understanding
The Generosity Group unites the expertise of Generosity Wealth Management, Generosity Estate Planning, and Generosity Business Exit Planning under one mission: to empower individuals, families, and business owners to achieve clarity, confidence, and purpose in every aspect of their financial lives.
By integrating strategic financial planning, legacy protection, and business transition guidance, our collaborative teams provide a holistic approach tailored to your unique goals and values. With shared leadership, a dedicated support network, and a deep commitment to your success, the Generosity Group ensures every piece of your financial picture works seamlessly together.
We believe that true wealth is about more than numbers—it’s about living fully, creating meaningful impact, and building a legacy that reflects your values. Through trust, integrity, and compassionate service, we’re here to guide you through life’s complexities and help you focus on what matters most.
Together, we help you align your financial decisions with your vision for the future—because your journey deserves nothing less than a comprehensive, unified approach.
SECURE YOUR LEGACY
PROTECT YOUR FUTURE
885 Arapahoe Ave.
Boulder, CO 80302
720.303.2812
Let’s test our compatibility, connect with us today for a complimentary phone consultation.
Generosity Estate Planning
885 Arapahoe Ave.
Boulder, CO 80302
720.303.2812
Generosity Estate Planning is a part of the Generosity Group.