Estate Planning

When you die, who gets your money, your property and your possessions? There are three options: you can give your estate to family (or loved ones), charity, or the overnment. Of these options, you can pick two or the IRS will do it for you. For affluent individuals, without planning about half of everything they have accumulated may go somewhere other than to the people you care about. BennCo Advisors is well equipped to organize your options and create the solutions to assure you that your wealth goes where you want it.

At BennCo Advisors we believe that successful business owners should be able to selectively award benefits to selected employees. A common issue faced by private business owners is the difficulty to attract and retain top quality professionals without stock options and stock purchase plans. By applying various advanced planning strategies, BennCo can help create solutions to these problems.