Minimize Estate Taxes With Top Legacy/Estate Planning Advisory Services In Lake Forest, IL

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.

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