Goldstone Financial Group - a Chicago-based consultancy specializing in retirement solutions (630-620-9300) - updates its estate planning services for clients in the city.
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The launch provides current and future retirees with expertise in designing and managing a legacy for their loved ones in the event of their passing. The services ensure the safe transfer and apportioning of assets from one generation to another regardless of how much money is involved, avoiding unnecessary conflicts between surviving family members.
More details can be found at https://goldstonefinancialgroup.com/
The announcement outlines Goldstone's broad approach to estate planning with strategies that cover provision for incapacity during one's lifetime as well as posthumous wealth management. The firm's fiduciary agents are legally obligated to advise in the best interests of clients at all times and bring expertise in minimizing tax contributions, protecting assets, and making sure family members are taken care of financially.
Goldstone assists clients in setting up a will, creating a trust, and planning for estate taxes. These levies are imposed on the transfer of one's property after death and, without adequate planning, can significantly reduce the amount of inheritance that family members receive.
The firm's expertise in asset protection acts as a safeguard against claims from creditors. This can be done via setting up a limited liability company (LLC) or family limited partnership (FLP) as well as transferring assets to a trust.
Other options to consider include arranging for IRAs to be passed on and inherited by family members to provide a steady source of income for loved ones with minimal taxation. Goldstone's experts can advise and guide clients through all of the necessary steps.
The advisory team also helps to set up living wills - legal documentation that sets out one's wishes in the event of becoming incapacitated and unable to make decisions regarding care and finances. All of these issues and eventualities can be discussed in detail in consultation with Goldstone's advisors.
In addition to its estate planning services, the firm offers investment consulting and wealth management for both current and future retirees as part of its proprietary 'Financial GPS'.
A spokesperson says, “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.”
For more information, go to https://goldstonefinancialgroup.com/contact-us/
Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300
Website: https://goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89121773
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