Forest Hills TN Estate/Legacy Planning For High-Net-Worth Individuals Announced
In response to the need for comprehensive yet straightforward estate planning solutions, Goldstone Financial Group has announced specialized advisory services at their Forest Hills, TN office. By helping to safeguard family assets for the seamless transfer of wealth in accordance with a person’s wishes, the firm aims to make legacy planning more approachable and helpful.
More information is available at https://www.goldstonefinancialgroup.com
According to a report from Caring.com, 60 percent of Americans lack a will or legacy plan. The financial and retirement experts at Goldstone Financial Group have put services into place at their Forest Hills office that makes it easier for residents to create a well-tailored estate plan.
With a focus on preparing necessary documents to establish desired inheritances, protect assets, reduce taxes, and create strategies that consider potential incapacity, the firm aims to give their clients the peace of mind they’re after, knowing their wishes will be honored after they’ve died.
“After years of building wealth, there comes a time when individuals begin to worry about protecting their assets and investments for the benefit of future generations,” says a company spokesperson. ” Our investment advisory services for estate planning alleviates these concerns.”
An estate plan not only names beneficiaries but it also anticipates potential complications with taxes and property allocations. By working with a professional advisor who specializes in transforming complicated legal provisions into easy-to-understand language, individuals can be assured their legacy wishes will be precisely carried out.
The absence of a proper estate plan can lead to conflicts and legal battles within families over asset distribution. An established plan minimizes such risks. With the assistance of a fiduciary Goldstone advisor, individuals can create a tailored estate plan that takes care of their family’s needs today, and after they’ve died.
Goldstone estate planning investment advisors specialize in trusts and living wills, asset protection, legacies involving IRAs and other retirement plans, planning for ill-health and incapacity, and strategies to reduce estate taxes that could otherwise erode the value of both property and inheritances.
A Goldstone Financial Group client says, “My wife passed away after a three-month battle with lung cancer. Because of the instruments Goldstone Financial Group helped us put into place, we never had a concern regarding her long-term care or our grandchildren’s future.”
Learn more at https://www.goldstonefinancialgroup.com/contact-us
Goldstone Financial Group
[emailprotected]
+1-630-620-9300
18W140 Butterfield Road
16th Floor
United States
COMTEX_437462911/2764/2023-07-27T19:21:03