Take advantage of higher gift and estate tax exemptions with professional estate planning at Goldstone Financial Group (630-620-9300), now available in their Northbrook, Hoffman Estates, Chicago, and Tennessee offices.
Estate planning goes much further than a simple will. Senior advisors at Goldstone Financial Group can minimize your tax exposure in order to protect your financial legacy.
Estate tax can place a significant burden on your loved ones and greatly reduce the inheritance they receive after you’re gone. Expert estate planning is designed to limit your tax exposure, as well as ensuring that your assets are distributed exactly the way that you want them to be.
Go to https://goldstonefinancialgroup.com/ for more information.
Considering the economic uncertainty of recent years, you’re certainly wise to start thinking about estate planning, and Goldstone is one of the leading providers in Northbrook. The firm’s network of offices also provides retirement planning, wealth management, investment advice, and dedicated asset protection services.
Recently passed legislation increased the gift and estate tax exemption to $12.92 million, which is the maximum amount that can be transferred during your life or at your death without incurring any tax. The new legislation is due to sunset in 2025, following which the exemption limit will revert to approximately $6.2 million, unless further laws are introduced.
Goldstone Financial Group states that, as a result of the new provisions, now is an ideal time for you to seek advice about an estate plan. The firm can also put in place several legal vehicles to help further protect your assets, such as trusts, limited liability companies, and /or family limited partnerships.
“Our Northbrook clients now have access to estate planning, tax planning, and inheritance planning, designed to help them leave a legacy that lasts for generations,” a company representative explained. “By working with our estate planning professionals, you can minimize estate tax and ensure that your assets are distributed according to your wishes.”
About Goldstone Financial Group
Founded in the Chicagoland region over 20 years ago, Goldstone Financial Group now encompasses seven Illinois offices, along with three recently opened locations in Franklin, Nashville, and Brentwood, Tennessee. The firm is now the preferred partner of the Chicago Medical Society, reflecting a commitment to comprehensive financial advice.
“Anthony Pellegrino and the Goldstone team are true professionals,” one client recently stated. “They are always responsive, attentive, and go beyond the call of duty to make sure you understand their products and services. We have been clients for over 10 years, and we would recommend them without reservation.”
Minimize estate tax and protect your financial legacy with expert estate planning from Goldstone Financial Group.
Speak to a senior financial advisor today. Check out https://goldstonefinancialgroup.com/contact-us/ so you can learn more.
