Legacy Planning

Helping To Protect Your Assets and Legacy

Estate and Legacy Planning

Help protect your assets and legacy for your loved ones, while controlling the way in which your money is passed down. Our process includes strategies that can help to reduce or eliminate taxes.

Estate planning is an important aspect of personal finance and involves making decisions about how you want your assets to be managed and distributed after you pass away. Estate planning can help protect your assets and ensure that your wishes are followed, while also helping to reduce or eliminate taxes on your estate.

Legacy Planning

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Your Customized Goldstone Estate and Legacy Plan

One key component to Estate Planning is creating a living will. A living will is a document that outlines your healthcare preferences and directs how you want your medical treatment to be handled in the event that you’re unable to make decisions for yourself. A living will can help ensure that your wishes are respected and that you receive the care you want.

Another important aspect of estate planning is setting up a trust. A trust is a legal arrangement that allows you to specify how you want your assets to be managed and distributed after you pass away. There are different types of trusts, including revocable trusts, irrevocable trusts, and charitable trusts. Each type of trust has its own set of features and benefits, and it’s important to carefully consider the terms of a trust before setting one up.

In addition to a living will and trust, estate planning can also involve making decisions about inheritance planning and asset protection. Inheritance planning involves deciding how you want your assets to be distributed to your heirs, and asset protection involves taking steps to protect your assets from potential creditors or lawsuits. By considering these issues as part of your estate planning process, you can help ensure that your assets are passed down according to your wishes and that they are protected for the benefit of your loved ones.

Estate planning can also involve tax planning. Depending on the size of your estate, you may be subject to estate taxes when you pass away. Estate taxes are a type of tax that is levied on the value of your estate when it’s transferred to your heirs. By engaging in tax planning as part of your estate planning process, you can help minimize the impact of estate taxes on your loved ones.


Here for Every Step

At Goldstone Financial Group, we offer a range of estate planning services to help you protect your assets and legacy. Our team of financial professionals can work with you to understand your personal finance health, your asset protection needs, and your inheritance planning goals. We’ll help you develop a customized estate plan that meets your needs and helps you achieve your financial goals.

Whether you’re just starting to think about estate planning or you’re ready to take action, we can help. We’ll take the time to understand your unique situation and to provide the guidance and support you need to make informed decisions about your estate.

If you’re ready to start planning for your estate, we encourage you to contact Goldstone Financial Group today. Our team is here to help you protect your assets and legacy and to develop a plan that leaves a lasting legacy for your loved ones.

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