Protect Financial Legacy With Expert Investment & Tax Plans In Hoffman Estates

Protect Financial Legacy With Expert Investment & Tax Plans In Hoffman Estates

Estate planning ensures that you stay in control of your assets, even after you’re gone, and the expert advisors at Goldstone Financial Group are specialists in the field.

While you might think that a will does the same job, estate planning goes several steps further, helping to minimize tax exposure so your loved ones receive as much as possible. This leading local firm develops tailor-made legacy plans to protect your assets and distribute them exactly how you want.

Federal estate taxes were updated at the beginning of 2023, and Goldstone’s services are designed to help you take advantage of historically high exemptions. The team can also create of one or more financial vehicles to protect your assets, such as limited liability companies, family limited partnerships, IRAs, and/or trusts.

Owing to inflationary pressures, the federal gift and tax exemption was raised to $12.92 million for individuals and $25.84 million for married couples as of January 1 2023.

While you should definitely take advantage of current laws if you’re wealthy, Goldstone’s advisors can help you minimize estate tax exposure regardless of your circumstances.

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