Goldstone Financial Group - retirement finance specialists serving the Nolensville, TN, area (630-620-9300) - announces an expansion of its legacy planning services for retirees in the region.
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Following the announcement, the team offers current and future retirees a suite of advisory services to help them maximize the value of their assets and pass on a more secure financial legacy to the next generation. With a broad approach that encompasses taxation, wills, annuities, and trusts, the Goldstone team ensures that every aspect of estate planning is covered.
More details can be found at https://goldstonefinancialgroup.com/
The firm's legacy planning solutions come in light of data from Caring.com revealing that only 32% of Americans have a will, with less than 50% of will executors being aware that such a document existed. Goldstone Financial Group advocates for careful planning of financial arrangements, ensuring that loved ones are not left with the stress of dividing assets or saddled with large inheritance taxes.
Goldstone's agents are all certified fiduciary advisors and are thus legally bound to advise in a client's best interests at all times. While the firm has a large network of financial product providers, all guidance is based on what is affordable and most sensible for a client.
The team can advise clients on prudent ways to manage property taxes - one area that can be particularly costly for beneficiaries. With careful planning, these levies can be minimized, leaving more money to family members, the team says. As such, Goldstone brings a deep knowledge of the tax system and keeps clients abreast of relevant changes to tax codes.
The firm also advocates for clients to keep an eye on some of the more basic aspects of legacy planning, such as updating names, addresses, births, and deaths on will documents so that all information is accurate. This can prevent delays and conflicts when it comes time to apportion assets.
Nolensville clients can also receive guidance on setting up living wills and trusts to ensure that one's wishes are carried out in the event of becoming incapacitated. These arrangements help set aside funds to cover medical bills and the benefactor's preferences for asset management should they be unable to make decisions for themselves.
A spokesperson says, “Without a proper estate plan, your family members may face conflicts and legal battles over your assets after you pass away. With a proper estate plan, you can ensure that your assets are distributed according to your wishes.”
For more information, go to https://goldstonefinancialgroup.com/contact-us/
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300
Website: https://goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89123283
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