Wealth Portal Access
LET'S TALK

Legacy & Estate Planning at Beacon Wealth Management

Tailored Strategies to Protect Your Assets and Pass on Your Legacy with Confidence

Schedule a Call

Legacy and estate planning at Beacon Wealth Management focuses on protecting your assets and ensuring they are passed to beneficiaries efficiently. Our personalized approach includes tax-efficient strategies, asset protection, and tailored wealth transfer plans. We help clients create plans that reflect their values while integrating seamlessly into their broader financial strategy. 

Legacy & Estate Planning
Focused on Your Unique Goals and Needs

Protect What Matters Most

Legacy and estate planning ensures your loved ones are cared for and your assets are passed on according to your wishes, without unnecessary complications.

Plan for the Unexpected

Life is unpredictable, but estate planning helps you prepare for anything, giving your family clarity and reducing stress when they need it most.

 

Make an Impact That Lasts

With thoughtful planning, you can support the people and causes you care about, leaving behind a legacy that reflects your values and dreams.

 

Simplify for Future Generations

A well-organized plan reduces confusion and provides clear instructions, making it easier for your family to navigate the process during difficult times.

The Importance of Designating Beneficiaries

GET YOUR FREE GUIDE

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

DOWNLOAD GUIDE

Smart Solutions for Every Stage of Your Financial Journey

Asset Protection
Develop strategies to help preserve and manage your wealth, addressing potential challenges in passing it to beneficiaries.
Wealth Distribution
Create a structured plan to distribute assets according to your wishes, ensuring clarity and alignment with your priorities.
Tax Efficiency
Identify opportunities to minimize tax liabilities for your estate, maximizing the resources available to your chosen beneficiaries.
Legal Coordination
Address legal considerations, including wills, trusts, and other documents, to streamline the estate planning process and avoid complications.
Charitable Giving
Integrate philanthropic goals into your estate plan, allowing you to leave a meaningful impact on causes important to you.
Integrated Planning
Align legacy and estate planning with your broader financial strategy, supporting long-term goals and addressing family considerations.

LET’S HAVE A CONVERSATION

Take the next step in protecting your legacy.

Schedule a 15-minute discovery call to discuss personalized strategies for passing your assets to your loved ones.
Book a Call
In the Retirement Redzone, thoughtful planning becomes critical. Learn five key strategies for long-term financial stability.

Five Financial Building Blocks for the ‘Retirement Redzone’

For those in the “Retirement Redzone” — generally considered to be between the ages of 50 and 80 — planning for the future takes on new urgency and complexity. Approaching retirement, or being in its early stages, means it’s time to organize your financial picture in a way that supports both long-term stability and your personal retirement goals. At Beacon Wealth Management, we help individuals in this critical stage of life simplify their financial affairs and create a clear path forward, so they can enjoy more and worry less. To help you navigate this crucial time, we focus on

Read More ►
Discover tax-efficient withdrawal strategies to help maximize retirement savings and minimize taxes for sustained income in retirement.

Tax-Efficient Withdrawal Strategies for Retirees

When you’re retired, having tax-efficient withdrawal strategies is key to protecting your savings and keeping a steady income flow. Taxes can eat into your retirement income if you’re not careful, so it’s important to understand how to withdraw from your accounts in a way that minimizes tax hits. In this article, we’ll explore different strategies to help you manage withdrawals smartly, so your savings last longer. While everyone’s financial situation is different, taking a tax-savvy approach to your withdrawals can really help maintain your financial health throughout retirement.

Read More ►
A dynamic financial plan makes retirement tax planning easier to manage as federal and state laws evolve.

The Impact of Changing Tax Laws on Retirement Planning

In the world of personal finance, one thing’s for sure: nothing stays the same, especially when it comes to taxes. And that’s why retirement tax planning is so important. Tax laws change all the time, and these shifts can have a big impact on how you manage your retirement savings. Whether it’s how much you can withdraw or how your investments are taxed, staying on top of these updates is key. In this article, we’ll break down how changes in tax regulations could affect your retirement strategy, covering everything from savings to investment choices and overall financial prep for

Read More ►

Legacy & Estate Planning
Frequently Asked Questions

GET STARTED TODAY

What is legacy and estate planning, and why is it important?

Legacy and estate planning involves creating a strategy to protect your assets and ensure they are transferred to your beneficiaries in a way that aligns with your values and priorities. This process helps minimize taxes, address legal considerations, and reduce potential complications for your loved ones. It’s an essential part of a comprehensive financial plan, ensuring your wealth is distributed according to your wishes.
At Beacon Wealth Management, we take a tailored approach to legacy and estate planning, focusing on your unique goals, values, and financial circumstances. We address key aspects such as tax efficiency, asset protection, and the controlled distribution of wealth. Our plans are designed to reflect your priorities while integrating seamlessly into your broader financial strategy.
Getting started is easy—schedule a 15-minute discovery call with our team. During this initial conversation, we’ll discuss your goals, current financial situation, and the steps needed to create a personalized plan that protects your legacy and supports your loved ones.

READY TO ALIGN YOUR FINANCES WITH YOUR LIFE GOALS?

LET'S TALK.

Our discovery call is designed to connect and understand what you’re looking for in financial guidance. Let’s discuss your priorities and see if our approach aligns with your goals. Schedule your call to begin planning for what matters most.
Book A Call
Wealth Portal Access

4565 Benedum Drive
Bridgeport, WV 26330

(304) 626-3900

[email protected]

Facebook-f Linkedin

STAY IN THE LOOP

Subscribe to our email list for regular updates on financial strategies, market trends, and tips designed to help you stay on top of your financial journey. Join now and never miss an update!
SIGN-UP

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE,  KY, CA and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

© All Rights Reserved 2025

powered by Illuminated Advisors

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Beacon Wealth Management.

Skip to content