August Benefits, Inc.

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Melville, NY
August Benefits, Inc.

Our firm provides businesses and organizations with the strategies that help them maximize their benefit programs. August Benefits, Inc.

delivers a credentialed team backed by a network of national resources. is a member of Benefits Partners, a national corporate benefits organization of more than 175 offices across the country. Benefits Partners brings together leading-edge thinking, preferred carrier relationships, best-of-breed products, advanced benchmarking and analysis tools, and comprehensive decision and implementation supp

ort services that keep companies ahead of the curve. As independent professionals, August Benefits, Inc. employees draw on a broad array of resources and tools to help businesses, school districts, municipalities and collectively bargained groups coordinate effective benefit programs that reduce costs, attract top talent and help maximize tax benefits. We have the experience and expertise to make a difference for your organization.

08/12/2026

Estate Planning Checklist for the Year Ahead: Planning Priorities to Protect Your Family & Legacy

Meet Sarah. She’s a busy mom, a small business owner, and someone who never thought much about estate planning—until one chilly January morning, she realized how many moving pieces her life had. Between her kids, her business, and her aging parents, she suddenly saw the importance of planning ahead.

Estate planning might feel like a far-off, intimidating task, but Sarah’s story shows it doesn’t have to be. She started with small, manageable steps—steps that anyone can take to protect their family and legacy.

www.augustbenefits.com/news/estate-planning-checklist-for-the-year-ahead-planning-priorities-to-protect-your-family-legacy

07/15/2026

Shielding Family Wealth: Practical Asset Protection for High-Net-Worth Families

When it comes to building wealth, the focus is usually on growth: investments, businesses, and smart financial planning. But once that wealth is in place, an equally important question arises—how do you protect it? For high-net-worth families, shielding assets from creditors and lawsuits isn’t just a legal strategy, it’s a peace-of-mind strategy.

The truth is, in today’s litigious world, lawsuits are common. A car accident, a business dispute, or even an unhappy investor can trigger claims that put family wealth at risk. Creditors, too, can present challenges if debt obligations become overwhelming. The good news? With thoughtful planning, you can build a strong protective shield around your assets.

www.augustbenefits.com/news/shielding-family-wealth-practical-asset-protection-for-high-net-worth-families

06/17/2026

How to Give More to the Causes You Love Without Giving It All Away

When Susan sold her small business, she knew exactly what she wanted to do: give back. For years she had supported a local animal shelter and a scholarship fund at her alma mater. But when she sat down with her checkbook, she froze.

“How much is too much to give right now?” she wondered. After all, she still needed to think about retirement, her kids, and her future. She wanted to do something meaningful, but she didn’t want to give it all away at once.

If you’ve ever felt that tension—the tug between wanting to give generously but also needing to stay financially secure—you’re not alone. The good news? You don’t have to choose one or the other. There are financial tools designed specifically for people who want to give more strategically: Donor-Advised Funds (DAFs) and Charitable Trusts.

www.augustbenefits.com/news/how-to-give-more-to-the-causes-you-love-without-giving-it-all-away

05/13/2026

Planning for the Coming Estate Tax Changes: What You Need to Know

The estate tax has always been a moving target, shifting with new laws, economic conditions, and political priorities. As we approach the coming years, significant changes are on the horizon—changes that could directly impact how families pass on wealth to the next generation. If you’ve been putting off reviewing your estate plan, now may be the time to get ahead of the curve.

www.augustbenefits.com/news/planning-for-the-coming-estate-tax-changes-what-you-need-to-know

04/15/2026

The Truth About Securing a Lifetime Income in Retirement

When Jim and Linda retired, they thought they had everything figured out. They’d paid off their mortgage, saved diligently in their 401(k), and were ready to enjoy the freedom of life without alarm clocks and deadlines. But within a few years, reality hit: their monthly expenses didn’t go away, and the steady paychecks they once relied on had stopped. Suddenly, their “retirement savings” didn’t feel like an income—it felt like a dwindling pool of money they were afraid to touch.

Jim and Linda’s story isn’t unusual. Many retirees discover the hard truth that saving money is only half the battle. The real challenge is figuring out how to turn those savings into a reliable income that will last as long as you do.

www.augustbenefits.com/news/the-truth-about-securing-a-lifetime-income-in-retirement

03/18/2026

How to Exit Your Business Without Losing Your Legacy: Buy-Sell Agreements & Funding Options

Exiting a business is one of the most important decisions any owner will ever make. After years—sometimes decades—of hard work, growth, and late nights, the thought of stepping away can feel overwhelming. But here’s the good news: with the right planning, you can protect your legacy, ensure your business continues to thrive, and take care of the people who helped you build it. The key lies in a well-structured buy-sell agreement—and understanding your funding options to make it work.

www.augustbenefits.com/news/how-to-exit-your-business-without-losing-your-legacy-buy-sell-agreements-funding-options

02/11/2026

Passing Wealth to the Next Generation: Tax-Efficient Strategies and the Role of Life Insurance

Imagine this: Sarah spent 40 years building her small business from the ground up. It became her pride and joy—her legacy. But when she began thinking about retirement, one question kept her up at night: How do I pass all of this on without creating conflict, confusion, or a giant tax bill?

Sarah’s story isn’t unique. Whether it’s a business, a family home, or an investment portfolio, many people face the same challenge: how to pass wealth efficiently and fairly. The good news is, there are tools and strategies that make the process smoother—and even a little less intimidating.

www.augustbenefits.com/news/passing-wealth-to-the-next-generation-tax-efficient-strategies-and-the-role-of-life-insurance

01/14/2026

5 Must-Have Documents for Every Estate Plan (and How to Avoid the 7 Most Common Mistakes)

A friend once told me about her aunt who passed away without a will. The family spent months in court, fighting over who got what—right down to the holiday dishes. What should have been a time to share memories turned into a time to divide belongings. It’s a story that plays out more often than you’d think, and it’s exactly why estate planning matters.

Estate planning isn’t about money—it’s about people. It’s about making life easier for the ones you love. Think of it as leaving behind a clear map instead of a messy puzzle. Let’s look at the five documents that form the foundation of every solid estate plan, and then we’ll talk about the common mistakes that can throw even the best intentions off track.

www.augustbenefits.com/news/5-must-have-documents-for-every-estate-plan-and-how-to-avoid-the-7-most-common-mistakes

12/17/2025

When Your Life Insurance Policy Could Be Worth More Than You Think

Most people think of life insurance in one way: a safety net for loved ones after they’re gone. But what if your policy could actually serve you while you’re still living? That’s where life settlements come in—a surprisingly flexible strategy that could make your life insurance worth far more than you ever realized.

www.augustbenefits.com/news/when-your-life-insurance-policy-could-be-worth-more-than-you-think

11/19/2025

5 Estate Planning Moves to Make Before December 31: Tax-Smart Gifting & Wealth Transfer Tips

Every December, my friend Lisa jokes that she has two countdowns going: one to midnight on New Year’s Eve, and another to the estate planning deadline. While her family is busy stocking up on champagne and party hats, she’s double-checking her gifting strategy for the year.

Why? Because December 31 isn’t just about confetti—it’s the finish line for several tax-smart moves that can shrink your future estate tax bill and pass more wealth to loved ones. And Lisa isn’t alone. Many families use year-end as a checkpoint to make sure their financial legacy lines up with their personal goals.

Here are five estate planning moves you might want to make before the ball drops.

www.augustbenefits.com/news/5-estate-planning-moves-to-make-before-december-31-tax-smart-gifting-wealth-transfer-tips

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http://augustbenefits.com/

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