Legacy Planning Advice In Hoffman Estates To Minimize Estate & Asset Taxes

by PRC Agency PR

After a lifetime of hard work, Goldstone Financial Group wants to help you leave a real legacy behind. 

Protect your wealth and pass your assets down the way you want to with their expert advice. Go to to book a consultation today.

Get Help Setting Up Your Will & Trust

Given that inherited wealth is now of greater significance than earned wealth to the quality-of-life of many Americans—and now responsible for 45% of wealth in the country according to the Brookings Institute—Goldstone Financial Group puts great emphasis on comprehensive and detailed estate planning for their clients. 

As such, with their new service for retirees, they will focus on creating trusts and a will for you, including a living will, to ensure that all of your assets and sources of income are divided amongst your beneficiaries in exactly the manner you wish them to be. 

Get The Most Tax-Efficient Estate Planning

With their estate planning service, the team at Goldstone will also employ tax-efficient strategies—like using inherited IRAs and family limited partnerships (FLPs)—to ensure that you can minimize your tax liabilities and maximize the value of the estate that you will be passing down. 

As a spokesperson for the financial advisors said, “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 fewer hassles for your loved ones.” 

Create A Real Legacy

The firm also understands the importance of preserving and passing down, not just money, but a legacy, to your future generations.

That’s why Goldstone Financial Group’s estate planning services take a holistic view of legacy preservation, one which considers your family’s values and goals. And, in order to protect and preserve familial harmony, Goldstone will work with all members of your family to develop an estate plan that has everyone in accord. 

About Goldstone Financial Group

Goldstone Financial Group is one of the most trusted financial advisors in Hoffman Estates and Illinois. They are staffed by an expert team of fiduciary advisors, tax planners, asset protection specialists and wealth managers.  

Their spokesperson added, “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.” 

Your estate is one of the most important financial decisions you will make in your lifetime. Make the right decision for you and your family with Goldstone.

Go to to get in touch.

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

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Created on Feb 13th 2024 17:20. Viewed 89 times.


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