Goldstone Financial Group (630-620-9300) expands services covered by its Northbrook office, now offering experienced financial advisors to assist in estate planning.
With the recent update, Northbrook clients can now access a range of expert financial advice related to the management and distribution of their assets after they pass away. Senior advisors can assist in tax minimization strategies and establishment of legal instruments to protect assets.
More details can be found at https://goldstonefinancialgroup.com/
Goldstone Financial Group explains that increasing economic uncertainty has led many individuals to consider estate planning, and the latest expansion is designed to meet growing demand. The firm’s Northbrook office also offers 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 a person’s life or at their 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 individuals to consider an estate plan. The firm can also put in place several legal vehicles to help further protect 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, clients can minimize estate tax and ensure that their assets are distributed according to their 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.”
Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road Oakbrook Terrace, Villa Park, IL 60181, United States
Release ID: 89098182
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