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Goldstone Professional Estate Advisors

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 help reduce or eliminate taxes.

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Leave A legacy with Estate Planning

Planning for the future is essential, especially when it comes to securing your assets and protecting your loved ones. Goldstone Financial Group’s estate planning and legacy planning services can help you ensure that your personal finance health and your legacy are well protected, even after you’re gone. By creating a living will, setting up a trust, and planning for inheritance, you can leave a lasting impact and provide for those you care about.

What is Legacy/Estate Planning?

Legacy planning (otherwise known as estate planning) is the process of creating a plan for your assets and personal financial health after you’re gone. This can include estate planning, tax planning, and inheritance planning, as well as leaving a legacy that lasts for generations. By working with a legacy planning professional, you can ensure that your wishes are carried out and your loved ones are provided for.

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Protect Your Loved Ones

Estate planning enables you to protect your loved ones after you pass away. 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.

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Estate Planning and Tax Planning

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.

Minimize Estate Taxes

Estate taxes can be a significant burden on your family members after you pass away. However, with proper estate planning and a solid estate planning professional from Goldstone Financial, you can minimize estate taxes, leaving more assets and less hassles for your loved ones.

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Avoid Family Conflicts

Without a proper estate plan, your family members may face conflicts and legal battles over your assets after you pass away. With a proper estate plan, you can ensure that your assets are distributed according to your wishes, minimizing the risk of family conflicts. Button: Speak with a Financial Professional.

Trusts and Living Wills

A trust is a legal arrangement in which you transfer your assets to a trustee, who manages them on behalf of your beneficiaries. This can include setting up a revocable living trust, which allows you to retain control over your assets while you’re alive, and a testamentary trust, which is created after you’re gone A living will is a legal document that outlines your wishes for medical treatment if you become incapacitated or are unable to make decisions for yourself. By setting up a trust and creating a living will, you can ensure that your assets are managed and distributed according to your wishes.

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Asset Protection and Inheritance Planning

Working with a Retirement Planner

We understand retirement income planning is a complex process that requires expertise and knowledge of various financial products and strategies. That’s why working with a financial professional can help ensure that your retirement income plan is well-designed and meets your unique needs and goals. Goldstone Financial Group can help you develop a plan that maximizes your income sources, minimizes taxes, and provides for your essential expenses.

Leaving a Legacy with Inherited IRAs and Estates

Leaving a Legacy with Inherited IRAs and Estates

Inherited IRAs are retirement accounts that are passed down to your beneficiaries after you’re gone. By setting up an inherited IRA, you can provide your loved ones with a source of income and minimize taxes. Inherited estates are the assets that are passed down to your beneficiaries after you’re gone. By planning for inherited estates, you can ensure that your assets are distributed according to your wishes and that your loved ones are provided for.

Plan For Incapacity

Estate planning not only involves planning for after you pass away, but it also involves planning for incapacity. With a living will and trust, you can ensure that your wishes are followed in case you become incapacitated and unable to make decisions for yourself. Legacy planning is an important part of ensuring that your assets and property are distributed according to your wishes after you pass away. By working with a professional who specializes in estate planning, you can create a plan that minimizes taxes, protects your assets, and ensures that your loved ones are taken care of. 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.

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Legacy & Estate Planning Frequently Asked Questions

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 living will is a legal document that outlines your wishes for medical treatment in the event that you become incapacitated and unable to make decisions for yourself.

A trust is a legal entity that holds assets for the benefit of designated beneficiaries. Trusts can be used to avoid probate, minimize taxes, and protect assets from creditors.

Estate tax is a tax on the transfer of property after someone passes away. The federal estate tax applies to estates valued over a certain threshold, which is currently $11.7 million.

Yes, an estate plan is important even if you don’t have a lot of assets. It can help ensure that the assets you have are passed down correctly and without conflict between family members.

Tax planning can be an important part of estate planning. By minimizing taxes, you can maximize the amount of assets that are passed on to your beneficiaries. Strategies like gifting, charitable giving, and using trusts can help reduce your tax bill.

Personal finance health refers to the overall financial well-being of an individual. This includes factors like income, expenses, savings, investments, and debt.

Asset protection involves taking steps to protect your assets from potential legal claims or creditors. This can include strategies like insurance, trusts, and legal entities.

Inheritance planning involves deciding how you want to distribute your assets and property after you pass away. Proper inheritance planning can help ensure that your assets are passed on to your beneficiaries in a tax-efficient manner.

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