PROTECT YOUR LEGACY WITH ESTATE PLANNING
Creating an estate plan is essential to ensure your assets are distributed according to your wishes and leave a legacy for your loved ones. Whether it’s creating a will, establishing a trust, specifying healthcare directives, preferences for end-of-life care, minimizing tax liabilities, avoiding probate delays, or reducing the likelihood of family disputes, an estate plan provides peace of mind, knowing that your affairs are in order.
You’ve worked hard to build your legacy, be sure it’s left on your terms.
Beacon’s preferred partner in estate planning is Ryan Knight, Attorney at Law, at Knight Legal. Knight Legal can assist you with all of your estate planning needs.
*Beacon Capital Management, LLC is not affiliated with Knight Legal.
Utilize these resources as you navigate the intricacies of estate planning.
Our goal is to empower you with the knowledge needed to make informed decisions about securing your legacy.
ESTATE STRATEGIES GUIDE
This guide can help you protect your estate, maximize your opportunities, and manage stress and confusion for your loved ones.
LUNCH & LEARN EVENTS
Enjoy a free lunch and presentation from special guest speaker: attorney Ryan Knight, on how to maintain control of your estate.
ESTATE PLANNING 101
Your estate is everything you own. If you don’t make a plan for your estate, the state will make those decisions for you when you die. At that point, your possessions get caught up in a lengthy process called probate.
TYPES OF BENEFICIARIES
By naming beneficiaries, you can avoid the possibility of your money and possessions going into probate, which can be expensive for your estate and hold up the distribution of your inheritance.
3 Estate Planning Tips You Must Know
Did you know that almost 70% of people pass away without any estate plan? Without a plan, state laws and the courts decide who gets your assets—and it may not be what you want. Creating an estate plan keeps you in control, specifying who gets what and when. Even simple planning can prevent unintended outcomes and ensure your loved ones are taken care of.
What is a Capital Gain and Capital Gains Tax?
Whether you’re planning to sell stock, real estate, or other assets, understanding capital gains strategies can potentially save you money and prevent surprises come tax season. If you’re unsure how to optimize your investments or see if you can take advantage of the 0% capital gains tax bracket, contact one of our financial advisors today.
TN Community Property Trust: Tax-Saving Advantages
If you own highly appreciated assets jointly, this video will explain how a Tennessee Community Property Trust may benefit you. Whether you live in Williamson County, Davidson County, or any other county in Tennessee, don’t miss out on an opportunity to protect your wealth and minimize taxes.
What Kind of Legacy Will You Leave?
What kind of legacy will you leave? For many retirees and pre-retirees, planning your legacy isn’t just about dividing assets, it’s about passing down your values, memories, and life lessons. Pete Benson and Jon Maxson explore how thoughtful estate and legacy planning can help your family understand who you are, what you stand for, and the principles you hope they’ll carry forward.
SPECIAL NEEDS TRUSTS
A special needs trust provides unique financial protection for people with disabilities or special needs. It’s designed to give them some extra financial help while still letting them keep their important government benefits, like Medicaid and Social Security income.
SUCCESSION PLANNING
Succession planning is a process to ensure your company is adequately prepared for the future and a change in leadership.
Creating a succession plan is part of being a wise leader and protecting your company, whether you are physically present for the business or not.
BUSINESS ESTATE PLANS
Communication and documentation are key to successful estate planning for small business owners. They are by far the best ways to mitigate complicated family or partner dynamics and prevent future arguments.
This process could take several months.
PREPLAN YOUR FUNERAL
Americans’ funerals typically take place within one week, or maybe two, of death. That’s not much time for your family to make important, expensive decisions—especially in an emotional state.
When it comes to planning a funeral, here are some things that will need to be determined:
WHAT IS A GUN TRUST?
A gun trust is used to transfer gun ownership after death. Like other trusts, it ensures that a firearm will be given to the trustee as the trustor wishes.
If you’re a gun owner, the last thing you want is for the court to decide who gets your family firearms.