Goldstone Financial Group - a highly-rated financial consulting firm specializing in retirement solutions (630-620-9300) - announces updates to its estate planning services for retirees in Brentwood, TN.
—
The latest move provides both current and future retirees with a suite of advisory services to help them decide and implement a cost-effective and secure legacy plan for their assets in the event of their death. The firm takes a 360-degree approach to personal finances with strategies that cover investments, tax planning, and will writing.
More information can be found at https://goldstonefinancialgroup.com/
As part of its estate planning services, Goldstone Financial Group encourages clients to consider the consequences of a lack of forward planning. Without an adequate plan for asset distribution, tensions and disagreements can easily arise among surviving family members. The Goldstone website also contains a series of guides, designed to help clients avoid some of the most common mistakes regarding wealth management and one's financial legacy.
The Goldstone team is made up of experienced financial consultants who bring a deep knowledge of the economic landscape. As certified fiduciary advisors, the firm's agents are duty-bound to advise in the best interests of clients at all times.
One area that can have a significant impact on one's legacy is estate taxes. These levies are imposed on the transfer of property after the owner passes and can negatively affect the amount of inheritance that beneficiaries receive. The Goldstone team ensures that these taxes are minimized to leave family members in a better financial position.
The firm also brings expertise in setting up and managing trusts - legal arrangements that appoint a trustee to oversee the management of assets on behalf of beneficiaries. Goldstone can guide clients through their options including revocable trusts - which retain control of assets during one's lifetime - and testamentary trusts, which are implemented after death. Living wills can also be created which stipulate a plan for asset management in the event that one becomes incapacitated.
Other facets of Goldstone's estate planning services include creating LLCs and FLPs as well as passing on IRAs to loved ones in the most tax-efficient manner.
A spokesperson says, “Whether you’re planning for retirement or already in retirement, it’s never too early or too late to start planning for the future. So, take the first step and start your legacy planning today.”
For more information, go to https://goldstonefinancialgroup.com/contact-us/
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300
Website: https://goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89123287
Should any errors, concerns, or inconsistencies arise from the content provided in this press release that require attention or if a press release needs to be taken down, we kindly request that you immediately contact us at error@releasecontact.com. Our efficient team will be at your disposal for timely assistance within 8 hours – taking necessary measures to rectify identified issues or providing guidance on the removal process. We prioritize delivering accurate and reliable information.
