Estate & Legacy Planning In Brentwood, TN: Create Multigenerational Wealth

by PRC Agency PR

You’ve worked hard your whole life for your money. Don’t let it get taken by the taxman or divided against your wishes after you’re gone.

If you live in Brentwood and are looking to develop a comprehensive financial plan for your future that includes estate planning, Nashville-based financial planners Goldstone Financial Group are here to serve you. Goldstone Financial Group calls estate planning legacy planning, and with their comprehensive estate management service, they seek to help you leave as much wealth as possible behind for future generations of your family.

Go to https://goldstonefinancialgroup.com/ to find out more.

As Goldstone Financial Group’s investment advisors explain, citing the latest research from the US Institute for Fiscal Studies, inherited wealth is now considered one of the most important components of personal wealth. However, what this also means is that inheritance is increasing inequality. As such, Goldstone believes it is imperative that you look ahead to what you will leave behind after you are gone.

With Goldstone Financial Group’s estate planning service, they will first focus on the essential step of generating trusts and wills, including living wills. This will ensure that your wealth and assets will be divided in exactly the way you wish them to.

Depending upon the size of your estate, the investment advisory representatives at Goldstone Financial Group may also recommend formal asset protection, a service they now offer. This involves creating a limited liability company (LLC) or a family limited partnership (FLP), and transferring your assets into these trusts. Goldstone cautions you that this process should not be done without impartial financial advice and expert knowledge of inheritance and tax laws.

With their legacy-focused service, Goldstone Financial Group will show you how you can put your family first and will show you ways in which you can invest and structure your money today, so that you can minimize your tax load and create multigenerational wealth in the future.

One Senior Advisor at Goldstone Financial Group, Phillip Shaw, CFP®, said, “Estate planning is the process of creating a plan for your assets, including property, investments, and personal possessions, after you’re gone. Our advisors at Goldstone will help with setting up a will, creating a trust, and planning for estate tax. Estate tax is a tax that is imposed on the transfer of property after you’re gone, and it can have a significant impact on the amount of inheritance your loved ones receive. By working with our estate planning professionals, you can minimize estate tax and ensure that your assets are distributed according to your wishes.”

While the only two certain things are death and taxes, Goldstone Financial Group believes the two don’t necessarily have to go hand in hand.

Visit https://goldstonefinancialgroup.com/contact-us/ to see how the expert investment advisory representatives can protect your money from taxes now and after you’re gone.

Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website https://goldstonefinancialgroup.com/ Phone +1-630-620-9300