West Meade Estate Planning Experts: Investment Advisory Service Announced

Published November 24, 2023

The latest location is staffed by a team of experienced senior investment advisors, who specialize in estate planning, retirement planning, asset protection, and wealth management. The firm highlights ongoing changes in the taxation landscape, particularly around estates and retirement savings, and aims to provide clients with the most up-to-date information and advice.

More details can be found at https://goldstonefinancialgroup.com/

Goldstone Financial Group explains that new federal estate tax provisions came into force at the beginning of 2023, and the company's new Nashville office is now helping clients understand how this affects their financial legacy. Senior advisors can also assist with setting up financial vehicles to protect assets, including limited liability companies, family limited partnerships, and/or trusts.

According to a recent update from the National Association of Estate Planners & Councils (NAEPC), recent changes under the Tax Cuts and Jobs Act (TCJA) created a window of opportunity for those who a creating an estate plan. The association points out that the current provisions are due to sunset in 2025, with uncertainty about whether they will be extended.

Goldstone's new Nashville office has developed estate planning strategies that take account of the current tax landscape, and senior advisors can tailor these to the unique needs of local clients. As retirement planning specialists, the firm can also help clients understand and set up inherited IRA savings accounts.

"Our advisors at Goldstone will help with setting up a will, creating a trust, and planning for estate tax," a company representative explained. "With a well-crafted estate plan, you can ensure that your assets are distributed according to your wishes, and your family members are taken care of financially."

About Goldstone Financial Group

Headquartered in Oakbrook Terrace, Goldstone Financial Group is one of the leading financial advisory firms in the wider Chicagoland region. The firm's recent expansion into Tennessee includes three new locations in Nashville, Brentwood, and Franklin, and reflects the company's continued growth.

"We are long-term clients of Goldstone Financial Group, and it has been comforting to know that they always look out for our best interests and address any concerns we might have," one client recently stated. "To be honest, I really can't imagine working with any other financial team."

Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/

Goldstone Financial Group
18W140 Butterfield Road
16th Floor

comtex tracking