Top-Rated Chicago Legacy Planners Secure Your Assets With Testamentary Trusts

Top-Rated Chicago Legacy Planners Secure Your Assets With Testamentary Trusts, updated 3/5/24, 10:20 AM

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Professional estate planning is as accessible as ever with Goldstone Financial Group. Call them at (630) 620-9300 or visit https://goldstonefinancialgroup.com/ to learn about what they can do to help you secure your assets and provide for your family in Chicago.

Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com

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Top-Rated Chicago Legacy Planners Secure Your
Assets With Testamentary Trusts
Proper legacy planning is very important,
both in protecting personal finances and
avoiding conflict within families.
Proper planning will also minimize
taxes and ensure that said assets
are distributed according to your
wishes.
Goldstone Financial Group offers such
services, and their experienced advisors
can assist you in creating a plan for your
property, investments, and personal
belongings.
They can also help you set up a revocable living
trust, which will allow you to secure your assets
while you’re alive, or a testamentary trust,
which will be created after death.
To further protect your estate from legal
claims or creditors, the firm’s advisors can
guide you through the process of setting up
an LLC, an FLP, or an inherited IRA.
Similarly, their estate
planners will be able to help
you draft a living will, ensuring
that you’re prepared in the
event that you’re
incapacitated.
Goldstone Financial Group has developed
financial strategies and estate plans for retirees
throughout Chicago and the surrounding areas
for over 20 years.
Visit https://goldstonefinancialgroup.com to
schedule a consultation!