If you live in Lake Forest, Illinois, see the team of senior wealth managers at Goldstone Financial Group (630-620-9300) to ensure your estate plan takes advantage of current tax exemptions. Go to https://goldstonefinancialgroup.com/ for more information.
Goldstone Financial Group 18W140 Butterfield Road Oakbrook Terrace, Villa Park, IL 60181, United States Website https://goldstonefinancialgroup.com/contact-us/ Email prc.pressagency@gmail.com
Minimize Estate Taxes With Top Legacy
Planning Advisory Services In Lake
Forest, IL
Current federal gift/estate and generation-skipping transfer tax
exemptions are at an all-time high, and Goldstone can lock them into
your estate plan before their expected sunset.
A number of financial tools can
help you secure the current
estate tax exemptions, and this
leading wealth management
team can suggest one that suits
your situation.
The new tax strategies form
part of a comprehensive
estate planning approach,
which is designed to protect
your legacy after you’re
gone.
Estate planning goes far beyond a
simple will, and Golstone’s
advisors aim to protect your
assets, as well as ensuring that
they’re distributed according to
your wishes.
In the present climate of economic
uncertainty, the team can also
assist you with investment planning
and retirement planning, covering
all your current and future financial
needs.
The beginning of 2023 saw an unprecedented increase in the
gift/estate and generation-skipping transfer (GST) tax exemption
limit, rising from $12,060,000 to $12,920,000.
Goldstone can use several
vehicles to help you take
advantage of the current
exemptions, including gift trusts,
intra-family loans, and multi-
generational dynasty trusts.
Find Out More At
https://goldstonefinancialgroup.com/co
ntact-us/
Planning Advisory Services In Lake
Forest, IL
Current federal gift/estate and generation-skipping transfer tax
exemptions are at an all-time high, and Goldstone can lock them into
your estate plan before their expected sunset.
A number of financial tools can
help you secure the current
estate tax exemptions, and this
leading wealth management
team can suggest one that suits
your situation.
The new tax strategies form
part of a comprehensive
estate planning approach,
which is designed to protect
your legacy after you’re
gone.
Estate planning goes far beyond a
simple will, and Golstone’s
advisors aim to protect your
assets, as well as ensuring that
they’re distributed according to
your wishes.
In the present climate of economic
uncertainty, the team can also
assist you with investment planning
and retirement planning, covering
all your current and future financial
needs.
The beginning of 2023 saw an unprecedented increase in the
gift/estate and generation-skipping transfer (GST) tax exemption
limit, rising from $12,060,000 to $12,920,000.
Goldstone can use several
vehicles to help you take
advantage of the current
exemptions, including gift trusts,
intra-family loans, and multi-
generational dynasty trusts.
Find Out More At
https://goldstonefinancialgroup.com/co
ntact-us/