Lake Forest IL Estate Planning Consultant: Wealth Management Services Expanded

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Goldstone Financial Group (630-620-9300) expands the capabilities of its Lake Forest office, now offering senior wealth managers who can assist in the estate planning process.

The enhanced services are designed to help clients plan their estate in light of current federal gift/estate tax exemptions, which are due to sunset in the coming years. Senior advisors can suggest a number of legal/financial vehicles that can be used to capture 2023 exemption rates, along with putting in place arrangements to ensure assets are distributed according to clients’ wishes.

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The recent update expands the range of services available at Goldstone’s Lake Forest office, which also includes retirement planning, investment planning, and asset protection. The firm’s goals are to help clients preserve their wealth in an increasingly uncertain economic climate.

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. The current exemption amounts will be reduced by 50% as of January 1, 2026, with some lawmakers pushing for that to occur earlier.

Goldstone explains that several vehicles can be used to take advantage of the current exemptions, including gift trusts, intra-family loans, and multi-generational dynasty trusts. The firm’s senior wealth managers can now offer advice on each of these strategies, as well as assist clients in setting them up.

“Estate tax can have a significant impact on the amount of inheritance your loved ones receive,” a company representative explained. “By working with our estate planning professionals, you can minimize estate tax and ensure that your assets are distributed according to your wishes.”

About Goldstone Financial Group

Headquartered in Oakbrook Terrace, Goldstone has been offering financial advice to Chicago clients for over 20 years and now operates seven offices in the wider Chicagoland region. As a result of continued growth, the firm has recently expanded its operations into Tennessee, with offices now open in Nashville, Franklin, and Brentwood.

“My wife and I have been with Goldstone for almost 10 years, and I can say it was one of the smartest decisions we made to have them help us manage our future,” one client recently stated. “We have been very happy with how Goldstone has managed all our investments and helped us plan for retirement. The entire team has made us feel like we are one of the family.”

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