CreateALegacyPlanWithWest
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Federalestatetaxexemptionsareatanalltimehigh,sothere’snever beenabettertimetoseetheteamatGoldstoneFinancialGroupandput anestateplaninplace.
Inadditiontomanaginghow yourassetswillbedistributed, taxminimizationisacriticalpart ofanyestateplan,andthislocal firmisabreastofthelatest strategies.
Theteamcanexplaina rangeoffinancial instrumentsthatwill protectyourfinancial legacyandtheinterestsof yourlovedones.
Thecurrentfederaltax exemptionsareduetobe reducedattheendof2025, andGoldstonecanhelpyou takeadvantageofthehigh exemptionratesbeforethat happens.
Senioradvisorscan suggestseveralfinancial vehicles,suchastrusts andinheritedIRAs,with yourplanbeingtailoredto yourownfinancial circumstances.
Thefirm’sestateplanningalsoallowsforunexpectedincapacity,with thecreationoftrustsand/orlivingwillsdesignedtoprotectyour assets.