Chicago Legacy Planning: Minimize Estate Taxes With Trusts & Inherited IRAs

by PRC Agency PR

If someone were to ask you about Abraham Lincoln, what's the first thing that comes to mind Is it the Emancipation Proclamation? His ill-fated attendance at Ford’s Theatre in 1865? The fictionalized history of the American Civil War in which the eponymous 16th President displayed legendary vampire hunting skills?

While Abraham Lincoln is remembered for many things, dying intestate is generally not one of them.

At the time of Lincoln's death, his estate was valued at approximately $110,000, but without a will, it was subject to the Illinois Probate Act, leaving the courts to distribute his assets. Disputes over Lincoln’s diversified wealth went on for years, something the estate planning experts at Goldstone Financial Group say acts as a cautionary tale: without a will, you have no control over your own assets at death.

As fiduciary investment advisors, the experts at Goldstone Financial Group offer up-to-date estate planning services that protect your assets and legacy to ensure your money is passed down according to your wishes, and not the glacial letter of the law. They can also help you reduce or even eliminate imposed estate tax burdens.

Book your complimentary consultation now, at

A recent poll by Gallup revealed that only 46% have a will describing how they would like their assets to be handled after their death. Most people don't want to think about death, much less talk about it. Often, fears over these conversations are more inflated than the conversations themselves, especially when your family's well-being is at stake.

The investment advisors at Goldstone Financial Group understand.

They've helped hundreds of Chicago residents set up custom-tailored estate plans that precisely reflect their wishes and, by association, gives them the peace of mind everyone deserves knowing their loved ones will not be left to sort through court action when trying to administer their assets.

And they can help you too.

Get approachable, step-by-step estate planning strategies you can implement now to ensure your loved ones are provided for after your death.

“Many people underestimate the value of their assets and resist estate planning, either because they say it's depressing or because they’re under the misguided impression these services are expensive or complicated,” says Anthony Pellegrino, CEO of the firm. “Our fiduciary advisors offer complimentary, no-obligation consultations to Chicago residents to help them take the first steps toward putting important investment and estate planning activities into action.”

Estate planning includes inheritance planning, legacy planning, and tax planning. It can involve a living will, setting up a trust, putting the instruments in place to protect your family's assets (such as an LLC or FLP), setting up an inherited IRA, planning for incapacity, and more.

Additionally, you can begin minimizing estate taxes now that will otherwise impose a significant draw on the value of your legacy after you die. By putting the proper instruments in place today, you can reduce, and sometimes even alleviate these expenses, leaving more assets and less hassle for your loved ones.

By taking advantage of the comprehensive estate planning services the experts at Goldstone Financial Group offer, you can be sure your assets are distributed according to your wishes, and your family is spared the tribulations many others endure when a loved one dies intestate.

Is it time you put a proper estate plan in place? Learn more at

Goldstone Financial Group 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States Website Phone +1-630-620-9300

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Created on Jun 26th 2023 15:41. Viewed 96 times.


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