Hoffman Estates Financial Advisor Firm Offers Estate Planning For Retirees

by PRC Agency PR

No one likes to think about death but just like taxes, it is inevitable. This is why it's important to have a legacy plan in place - especially in retirement. And while the whole process can seem overwhelming, it doesn't need to be. When you partner with the experts at Goldstone Financial Group, you can be sure you're getting the best advice, along with the valuable peace of mind you and your loved ones deserve.

Set up a consultation today, and let's make sure you're in control of the way your money and other assets are passed down, and not the courts. Get started at https://www.goldstonefinancialgroup.com/contact-us

FIDUCIARY FIRM GOLDSTONE FINANCIAL GROUP - EXPERTS IN LEGACY PLANNING

Planning for the future when in retirement involves more than just financial considerations; it’s also about securing a legacy that ensures your loved ones are taken care of.

Here's what an expert advisor at Goldstone Financial Group wants you to know:

“Ensuring the well-being of your loved ones after you've passed involves careful estate planning. We're here to help you understand your financial position - assets and liabilities - so you can complete a comprehensive and meaningful legacy plan under the guidance of our seasoned and trusted experts.”

LEGACY PLANNING - STEP BY STEP

Creating your estate plan begins with a list of your assets and liabilities. This means your bank accounts, any investments, and any debts. The advisors at Goldstone Financial Group can help you understand your financial position so you can then create a will and a living trust that covers all desired beneficiaries.

Your Goldstone advisor will also help you put a plan in place that covers the unexpected. By appointing a power of attorney that can make financial and healthcare decisions on your behalf in the event you become incapacitated, you have another strategy in place to prevent conflict and confusion within family, and to ensure the courts don't override your intended wishes.

AVOIDING A HUGE TAX HIT ON YOUR ESTATE

A key component of the Goldstone Financial Group’s legacy planning service is a tax-minimizing strategy. With a team of in-house tax specialists at your local Goldstone office, you benefit from the most up-to-date instruments you can put into place to ensure your assets won't be overly taxed.

A long-time Goldstone Financial Group client says, “I have only good things to say about this firm. They always treat you like you are important to them, even if you’re not one of the 'big fish.' They have guided me without being pushy and always follow up on questions and inquiries.”

With this new perspective in mind, is it time to put your wishes down on paper? Connect with a trusted legacy planning expert at Goldstone Financial Group and relax in your retirement knowing your loved ones will always be taken care of. Learn more and get started today, at https://www.goldstonefinancialgroup.com

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