West Meade Estate & Legacy Planning; Senior Investment Advisory Firm Update
The firm’s latest update is part of a recent expansion into Tennessee, with new offices now open in Nashville, Brentwood, and Franklin. The firm’s senior advisors offer advice on tax minimization and investment strategies, with the goal of preserving clients’ financial legacy and distributing assets according to their wishes.
More details can be found at https://goldstonefinancialgroup.com/
Goldstone Financial Group explains that the current federal tax exemptions are due to be reduced at the end of 2025, and the firm’s latest services are designed to help clients put an estate plan in place before that date. Senior advisors can suggest several financial vehicles, such as trusts and inherited IRAs, with plans being tailored to the personal circumstances of clients.
Under laws introduced by the Trump administration, federal taxes are only levied on estates worth more than $12.92 million. With no additional state taxes being levied in Tennessee, this represents the only tax that locals could expect to affect their estate after death. However, the laws are due to sunset at the end of 2025, after which exemptions are expected to reduce by 50%.
Goldstone Financial Group points out that the laws could be subject to change, and suggests that professional financial advisors can help individuals develop an estate plan that locks in the current exemption rate. The firm’s estate planning also allows for unexpected incapacity, with the creation of trusts and/or living wills designed to protect assets.
“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. “With proper estate planning and a solid estate planning professional from Goldstone Financial, you can minimize estate taxes, leaving more assets and fewer hassles for your loved ones.”
Headquartered in Oakbrook Terrace, Goldstone Financial Group operated seven offices in the greater Chicagoland region, along with the three recently opened Tennessee locations. The firm’s continued growth reflects a strong reputation for sound financial management.
“After working with several financial advisors, we are glad we found Goldstone,” one client recently stated. “They are the best and far above the rest. As a finance major, I am impressed with their knowledge and understanding of the markets and financial tools available.”
Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/
Goldstone Financial Group
18W140 Butterfield Road
Oakbrook Terrace
United States
COMTEX_434376523/2764/2023-06-05T19:03:21