Get Help From Experienced Fiduciary Advisors To Reduce Estate Tax In Nolensville

Mar 5, 2024

Worried about what kind of financial legacy you’ll leave behind for your family? Where there’s a will, there’s a way with Nolensville’s best fiduciary firm – Goldstone Financial Group (630-620-9300)!

Need to update your will? Or perhaps you've still not got around to creating one?

It's never too late to plan your estate! Make the process easier with Goldstone Financial Group in Nolensville, TN! More details at

Whether you're a current or future retiree, take advantage of the firm's suite of advisory services to maximize the value of your assets and pass on a more secure financial legacy to the next generation. With a broad approach that takes in taxation, wills, annuities, and trusts, the Goldstone team ensures that every aspect of estate planning is covered.

The firm's legacy planning solutions come in light of data from that reveals only 32% of Americans have a will, with less than 50% of will executors aware that such a document existed. Sound familiar? Goldstone advocates for careful planning of financial arrangements, ensuring that your loved ones are not left with the stress of dividing assets or saddled with large inheritance taxes.

Fiduciary Advice

Goldstone agents are all certified fiduciary advisors and are thus legally bound to advise in your 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 you.

Tax Tips

The team can advise on the best way 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 your family members. Goldstone brings a deep knowledge of the tax system and keeps you abreast of relevant changes to tax codes.

Get The Basics Right

The firm also suggests you 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.


Get guidance on setting up living wills and trusts to ensure that your wishes are carried out in the event of you becoming incapacitated. These arrangements help set aside funds to cover medical bills and your preferences for asset management should you be unable to make decisions for yourself.

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.”

Leave a better legacy for your loved ones with Goldstone Financial Group!

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