Top-Rated Financial Advice For Chicago Retirees: Tax-Efficient Estate Planning

by PRC Agency PR

Have you thought about your estate planning goals? If you've reached retirement, now is the time to ensure you have an iron-clad legacy structure in place. Get the financial industry's best advice for tax efficiencies and asset protection when you partner with Goldstone Financial Group in Chicago.

Book your complimentary consultation right now, at

The estate planning experts at Goldstone Financial Group have two priorities in mind: to protect your assets and to ensure your legacy plans are carried out according to your wishes. They'll work closely with you to provide the most up-to-date strategies for minimizing or eliminating beneficiary taxes, and help you fortify your estate plan in anticipation of regulatory changes and whatever fallout comes from the 2024 presidential election.


Goldstone Financial Group’s estate planning team is well-versed in a spectrum of considerations, from beneficiary fundamentals to tax law intricacies. They're here to help you complete a plan that covers your:

  • will,
  • trust,
  • living will,
  • inherited IRAs or investments,
  • charitable giving,
  • generation-skipping transfer tax strategies, and
  • any other goal you'd like to address.

Make sure you're fully informed about any and all opportunities available to you now to create a robust legacy plan that reflects your values and your wishes.

Here's what a spokesperson for the firm says:

“As we enter into this election year, and as inflation-adjusted tax exemptions continue to rise, now is the time for retirees to review, or establish, their estate plans, Our advisors are known for their top-rated assistance in estate planning and can give you the peace of mind you deserve knowing you've covered every part of the process."


The turbulent 2020 - 2022 years underscored the importance of a well-crafted legacy plan and the positive impact this can have on families. With the impending election and evolving tax regulations, retirees are urged to revisit and update their legacy plans to maximize tax-efficient strategies and protect their wealth for future generations. If this is something you keep meaning to get to, now is a good time to book a consultation with your Goldstone advisor.

By capitalizing on enhanced exemption amounts before they potentially revert you can ensure your legacy wishes don't end up distributing tax obligations.

Moreover, without a proper estate plan in place, family members can face conflicts that can turn into legal disputes over your intentions and your assets. When your wishes are clearly and professionally structured you can prevent family conflict while also alleviating hefty tax obligations left to your beneficiaries.


With an in-house team of tax specialists and the firm's legacy planning experts, Goldstone Financial Group provides the comprehensive guidance you can rely on when formulating this very important part of your overall financial objectives.

A long-time client says, “I want to take a moment to thank the advisors at Goldstone Financial Group for their expert advice and willingness to keep their clients well informed of the newest and best investment and legacy planning instruments. Goldstone has strengthened my financial position in retirement, exceeding my expectations.”

When it comes to your estate plan, you can't be expected to be a tax expert and you don't want to risk any oversights. Partner with the firm that cares and has the knowledge needed to protect your assets. Learn more and connect with your Goldstone advisor now, at

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

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Created on Mar 4th 2024 04:49. Viewed 58 times.


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