Protect your assets and financial legacy with the expert estate planning services from Goldstone Financial Group (630-620-9300), the most trusted financial advisors in the wider Springfield region.
You worked hard to create a financial legacy for your loved ones, so why should a huge chunk of it disappear in taxes? Goldstone Financial Group helps protect your assets and plan for the future.
Professional estate planning covers much more than just a will, helping you to minimize taxes and distribute your assets the way you have envisioned. The firm’s team of financial advisors can help you create trusts and other financial instruments that protect your assets and, more importantly, your loved ones after you’re gone.
Go to https://goldstonefinancialgroup.com/ for more information.
Goldstone Financial Group explains that with inflation and other cost-of-living pressure, estate planning is more important than ever before. You also have access to a wide array of other financial services, including retirement planning, lifetime income planning, wealth management, and asset protection.
A 2023 survey conducted by Caring.com found that 66% of adults in the US do not currently have any form of estate planning in place, while 25% stated that inflation has caused them to rethink the importance of such a plan. The survey also reveals that younger Americans are 63% more likely to have an estate plan in 2023 compared to 2020.
As Goldstone Financial Group points out, inheritance tax can place a significant burden on your family members, which is now being exacerbated by the increasing cost of living. The firm’s estate planning experts therefore focus on tax minimization strategies, such as trusts, limited liability companies (LLC), and/or creating a family limited partnership (FLP).
“Estate planning involves creating a plan for how your assets and property will be distributed after you pass away. It may also include planning for incapacity and medical decision-making,” a company representative explained. “By working with our legacy planning professionals, you can ensure that your wishes are carried out and your loved ones are provided for.”
SERVING SPRINGFIELD & BEYOND
Headquartered in Oakbrook Terrace, Goldstone Financial Group offers a growing network of offices, with recent additions in Nashville, Franklin, and Brentwood, Tennessee. The firm’s continued success is attributed to a strong team of senior financial advisors who bring experience from a broad range of disciplines.
“Goldstone Financial Group has been a lifesaver for my retirement planning,” one client recently stated. “Their team of advisors has helped me navigate the complexities of investing and has provided me with personalized advice tailored to my financial goals. I trust their expertise and highly recommend them to anyone looking for a reliable financial advisor.”
Protect the health of your financial legacy with specialist estate planning advice from Goldstone Financial Group.
Meet your senior advisor today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.
