Clients in regional offices now have access to comprehensive estate planning services, which can include tax efficiency, investment advice, and the creation of trusts and other financial instruments. The firm also offers detailed inheritance planning, designed to ensure that assets are distributed according to the wishes of clients.
More details can be found at https://goldstonefinancialgroup.com/
Goldstone Financial Group explains that its latest expansion was driven by the growing demand for professional estate planning and other financial planning services. The firm’s network of Illinois and Tennessee offices now offers retirement planning, lifetime income planning, wealth management, and asset protection services, supported by a growing team of senior advisors.
A 2023 survey conducted by Caring.com found that 66% of adults in the US do not currently have any form of estate planning in place, while 25% stated that inflation has caused them to rethink the importance of such a plan. The survey also reveals that younger Americans are 63% more likely to have an estate plan in 2023 compared to 2020.
As Goldstone Financial Group points out, inheritance tax can place a significant burden on family members, which is now being exacerbated by the increasing cost of living. The firm’s enhanced estate planning services therefore focus on tax minimization strategies, such as trusts, limited liability companies (LLC), and/or creating a family limited partnership (FLP).
“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. “By working with our legacy planning professionals, you can ensure that your wishes are carried out and your loved ones are provided for.”
About Goldstone Financial Group
Headquartered in Oakbrook Terrace, Goldstone Financial Group offers a growing network of offices, with recent additions in Nashville, Franklin, and Brentwood, Tennessee. The firm’s continued success is attributed to a strong team of senior financial advisors who bring experience from a broad range of disciplines.
“Goldstone Financial Group has been a lifesaver for my retirement planning,” one client recently stated. “Their team of advisors has helped me navigate the complexities of investing and has provided me with personalized advice tailored to my financial goals. I trust their expertise and highly recommend them to anyone looking for a reliable financial advisor.”
Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/
Goldstone Financial Group
18W140 Butterfield Road
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Michigan Journal USA journalist was involved in the writing and production of this article.