Financial Advice For Living Wills, Trusts & Legacy Planning For Chicago Retirees

by PRC Agency PR

No one likes to think too hard about death but have you considered the kind of financial legacy you want to leave behind for your family?

Talk to Chicago's Goldstone Financial Group about planning your estate. Make sure you pass on something worth having. More details at

360 Perspective

With specialism across tax reduction strategies, investments, wealth management, and financial trusts, the firm brings a 360-degree perspective to lifelong income and inheritance.

Spare The Drama

Estate planning offers preventive measures to help you avoid family conflicts in the future.

Maximize your legacy with the team's extensive knowledge of changing estate laws and tax codes. If you're resident in the Chicagoland area, schedule a consultation to discuss your goals. All advisors are certified fiduciary agents and are thus legally obligated to advise in your best interests at all times.

Good Will Hunting

Goldstone agents work closely with you to put together a comprehensive plan for the apportioning of assets in the event of your death. The advisors will help you set up a will with specific stipulations for the division of your property, savings, and the management of a trust.

Minimize Taxes

Tax planning forms another important aspect of Goldstone's approach to legacy finance. Bequests to your family members can be significantly eroded by a variety of taxes. With careful planning, these levies can be minimized, leaving more money and assets for your loved ones.

Dot The i's & Cross the t's!

Let's not forget to take care of the basics of legacy planning including things like updating wills and trusts to reflect name changes, addresses, deaths, births, and double checking identification details such as birthdays. Any errors in these can lead to delays and problems later on.

Expect The Unexpected

Have you considered a living will? Make sure your wishes are carried out in the event of medical issues or becoming incapacitated. You'll also ensure that your assets are managed properly and costs are covered. Goldstone can walk you through your options.

A spokesperson says, “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.”

For a legacy worth leaving, choose Goldstone Financial Group!

For more info, go to

Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: Phone: +1-630-620-9300

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Created on Feb 26th 2024 17:00. Viewed 64 times.


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