Top Brentwood, TN Fiduciary Advisors For Legacy Planning: Reduce Estate Taxes

Mar 4, 2024

Don’t let your estate get eaten up by taxes! Make sure your legacy is protected so you can pass on more of your wealth to your family. For expertise in estate planning, talk to Goldstone Financial Group (630-620-9300)!

It's easy to put off planning your estate. After all, none of us really want to think too much about leaving our loved ones behind when the time comes. But what kind of a legacy will you be passing on to your family and friends?

For expertise in estate planning, you can trust Goldstone Financial Group – a highly-rated financial consulting firm specializing in retirement solutions. Now serving retirees in the Brentwood, TN, area! More details at

The Full 360

You will get a suite of advisory services to help you decide on and implement a cost-effective and secure legacy plan for your assets in the event of your death. The firm takes a 360-degree approach to personal finances with strategies that cover investments, tax planning, and will writing.

Thinking Ahead

The estate planning specialists want to encourage you to consider the consequences of a lack of forward planning. Without an adequate plan for asset distribution, tensions and disagreements can easily arise among your surviving family members. The Goldstone website also contains a series of guides, designed to help you avoid some of the most common mistakes regarding wealth management and your financial legacy.

Your Best Interests

The Goldstone team is made up of experienced financial consultants who bring a deep knowledge of the economic landscape. As certified fiduciary advisors, the firm's agents are duty-bound to advise in your best interests at all times.

Estate Taxes

One area that can have a significant impact on your legacy is estate taxes. These levies are imposed on the transfer of property after you're gone and can negatively affect the amount of inheritance that your beneficiaries receive. The Goldstone team ensures that these taxes are minimized to leave your family members in a better financial position.

A Matter Of Trust

The firm also brings expertise in setting up and managing trusts – legal arrangements that appoint a trustee to oversee the management of assets on behalf of beneficiaries. Goldstone can guide you through your options including revocable trusts – which retain control of assets during your lifetime – and testamentary trusts, which are implemented after death. Living wills can also be created which stipulate a plan for asset management in case you become incapacitated.

Other facets of Goldstone's estate planning services include creating LLCs and FLPs as well as passing on IRAs to loved ones in the most tax-efficient manner.

A spokesperson says, “Whether you’re planning for retirement or already in retirement, it’s never too early or too late to start planning for the future. So, take the first step and start your legacy planning today.”

Don't take a chance on legacy finance – put your money in safe hands with Goldstone Financial Group!

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