Is your financial legacy adequately protected? If you live in West Meade or another part of Nashville, see the team of experienced investment advisors at Goldstone Financial Group (630-620-9300) for a tailored estate and legacy plan.
Federal estate tax exemptions are at an all-time high, so there’s never been a better time to see the team at Goldstone Financial Group and put an estate plan in place.
In addition to managing how your assets will be distributed, tax minimization is a critical part of any estate plan, and this local firm is abreast of the latest strategies. The team can explain a range of financial instruments that will protect your financial legacy and the interests of your loved ones.
Go to https://goldstonefinancialgroup.com/ for more information.
The current federal tax exemptions are due to be reduced at the end of 2025, and Goldstone can help you take advantage of the high exemption rates before that happens. Senior advisors can suggest several financial vehicles, such as trusts and inherited IRAs, with your plan being tailored to your own financial circumstances.
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 would be imposed on your estate. 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 you 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 your 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.”
Stay on top of the complex taxation landscape with professional estate and retirement planning from Goldstone Financial Group.
Speak to a senior financial advisor today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.
