Introduction

Working with attorneys, accountants and personal and business advisors, Beacon Benefits Group develops co-coordinated plans for preservation of estate assets and the development and continuation of businesses.

Succession planning involves the adoption of financial, tax-minimization/reduction and other strategies which attempt to maximize the chance of survival of the family-owned business.

ESTATE PLANNING

The term "estate planning" does not describe a single, simple activity. Rather it comprises a range of actions designed to achieve two major goals. The first and foremost of these is to ensure that the property which you have accumulated over a lifetime is used and distributed, both prior to and after death, in a manner which is consistent with your desires. The second is to help preserve this accumulated property by taking steps to minimize the tax, which can cut into an estate, both prior to, and upon your death.

CONTACT US for more information about our Business Succession or Estate Planning services.