Goldstone Financial Group (630-620-9300) offers you comprehensive estate planning. Trust the financial advisors at Goldstone to provide expert guidance for the peace of mind you deserve.
Two things are certain in life: death and taxes. And while we haven't much control over the first, we do have some control over the second.
Taxes apply to everyone, regardless of where they live or work, but did you know taxes are also imposed when you die? Estate taxes can place a significant burden on your family members after you pass away, but with proper estate planning you can minimize these taxes, leaving more assets and less hassle for your loved ones.
Goldstone Financial Group is here to provide you with accessible, highly personalized estate planning services from dedicated wealth management teams who pride themselves on their expertise when it comes to minimizing taxes and expenses associated with your estate.
Their team will help you prepare effectively for life’s what-ifs, because you've worked hard to get to where you are and you deserve to know your estate will be distributed according to your wishes, and not the court’s demands, when the time comes.
Find out more and book a complimentary consultation at https://www.goldstonefinancialgroup.com
If you've yet to take action on your desired estate plan, the team at Goldstone Financial Group can make the process easier. They'll help you understand what needs to be considered and will explain all the complexities that accompany the division of your finances and assets. You will get an accessible, informative, and effective plan so that once everything's in place, you'll never have to worry about it again.
“Our management teams help protect your assets and legacy for your loved ones to ensure your money and any investments are passed down the way you want,” says a spokesperson for Goldstone Financial Group. “We’ve all heard about certain people - even celebrities - who didn’t have an estate plan in place when they died, and how this led to years in court with families trying to sort out wills and legacy plans. An estate plan eliminates all that stress and potential conflict.”
Goldstone Financial Group's estate planners are careful to put families first. They prioritize communication to create a comprehensive estate record that can include the division of assets, trusts and wills, and tax efficiencies to preserve - and sometimes even create - multigenerational wealth.
With a well-crafted estate plan, you can ensure your family members will not be left with a mountain of expenses or taxes after you pass. This includes inherited IRAs and other retirement accounts many people don't understand how to properly bequeath, and can also include a living will and trust that outlines your wishes for medical treatment if you become incapacitated or are unable to make decisions for yourself.
Goldstone Financial Group are making it easier for you to broach a subject many tend to procrastinate over so you can create a personalized, comprehensive estate plan that minimizes expenses and maximizes your peace of mind.
Is it time to put your legacy plan into place? Learn more at https://www.goldstonefinancialgroup.com/contact-us
