Financial Legacy & Asset Protection West Meade: See Local Senior Estate Planners

by PRC Agency PR

In comparison to a simple will, estate planning takes an overall view of your financial legacy, minimizing taxes and ensuring your assets are properly protected.

Goldstone Financial Group specializes in this field, and they can suggest the most up-to-date estate planning strategies in light of the current tax environment.

The firm is one of leading financial advisory organizations in Chicago, and they now also work from three Tennessee offices, located in Nashville, Franklin, and Brentwood. In addition to estate planning, senior advisors can help you with retirement planning, asset protection, investment strategies, and wealth management.

Go to https://goldstonefinancialgroup.com/ for more information.

New federal estate tax provisions came into force at the beginning of 2023, and the Goldstone’s new Nashville office can help you understand how this affects your financial legacy. Senior advisors can also help you set up financial vehicles to protect your assets, including limited liability companies, family limited partnerships, and/or trusts.

According to a recent update from the National Association of Estate Planners & Councils (NAEPC), recent changes under the Tax Cuts and Jobs Act (TCJA) created a window of opportunity for you to minimize your exposure to estate taxes. The association points out that the current provisions are due to sunset in 2025, with uncertainty about whether they will be extended.

Goldstone’s new Nashville office has developed estate planning strategies that take account of the current tax landscape, and they can tailor these to your own circumstances. As retirement planning specialists, the firm can also help you understand and set up inherited IRA savings accounts.

“Our advisors at Goldstone will help with setting up a will, creating a trust, and planning for estate tax,” a company representative explained. “With a well-crafted estate plan, you can ensure that your assets are distributed according to your wishes, and your family members are taken care of financially.”

About Goldstone Financial Group

Headquartered in Oakbrook Terrace, Goldstone Financial Group is one of the leading financial advisory firms in the wider Chicagoland region. The firm’s recent expansion into Tennessee includes three new locations in Nashville, Brentwood, and Franklin, and reflects the company’s continued growth.

“We are long-term clients of Goldstone Financial Group, and it has been comforting to know that they always look out for our best interests and address any concerns we might have,” one client recently stated. “To be honest, I really can’t imagine working with any other financial team.”

Take advantage of the current tax landscape with expert estate planning services from Goldstone Financial Group.

Visit the new Nashville office today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.

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

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Created on Nov 23rd 2023 15:10. Viewed 71 times.

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