Goldstone Financial Group Announces Investment & Estate Planning In Brentwood TN

Published November 24, 2023

Nashville-based financial planners Goldstone Financial Group are now serving working and retirement-age individuals in Brentwood who are looking to develop a comprehensive financial plan for their future that includes estate planning. Goldstone Financial Group calls estate planning legacy planning, and with their new comprehensive estate management service, they seek to help their clients leave as much wealth as possible behind for future generations.

More information is available at

As Goldstone Financial Group's investment advisors explain, citing the latest research from the US Institute for Fiscal Studies, inherited wealth is now considered one of the most important components of personal wealth. However, what this also means is that inheritance is increasing inequality. As such, Goldstone believes it is imperative that all working and retirement-age individuals in Brentwood now look ahead to what they will leave behind after they are gone.

With Goldstone Financial Group's new estate planning service, they will first focus on the essential steps of generating trusts and wills, including living wills. This will ensure that a client's wealth and assets will be divided in exactly the way they wish them to.

Depending upon the size of an individual's estate, the investment advisory representatives at Goldstone Financial Group may also recommend formal asset protection, a service they now offer. This involves creating a limited liability company (LLC) or a family limited partnership (FLP) and transferring assets into these trusts. Goldstone cautions that this process should not be done without impartial financial advice and expert knowledge of inheritance and tax laws.

With their legacy-focused service, Goldstone Financial Group will show their clients how they can put their family first and will show them ways in which they can invest and structure their money today so that they can minimize their tax load and create multigenerational wealth in the future.

One Senior Advisor at Goldstone Financial Group, Phillip Shaw, CFP(R), said, "Estate planning is the process of creating a plan for your assets, including property, investments, and personal possessions, after you're gone. Our advisors at Goldstone will help with setting up a will, creating a trust, and planning for estate tax. Estate tax is a tax that is imposed on the transfer of property after you're gone, and it can have a significant impact on the amount of inheritance your loved ones receive. By working with our estate planning professionals, you can minimize estate tax and ensure that your assets are distributed according to your wishes."

Interested readers can find out more at

Goldstone Financial Group
18W140 Butterfield Road
16th Floor

comtex tracking