Chicago Reliable Financial Advice For Estate Management: Plan For Your Legacy

Mar 5, 2024

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

If you’ve just begun the golden years of your retirement, you’d probably rather focus on enjoying the rest of your life instead of dwelling on the thought of…well, dying. That’s why estate planning can be a gloomy and even morbid topic for many people. But a good plan can save you and your loved ones a lot of extra grief, especially if you make one early. And that’s why Goldstone Financial Group is here. Whether you need help with estate planning or setting up trusts, their expert advisors can guide you to ensure that your personal finances remain where they belong.

Secure your assets by visiting today.

The Importance of a Plan

Proper legacy planning is very important, both in protecting personal finances and avoiding conflict within families. A 20-year study by The Williams Group showed that up to 70% of families lose a portion of their inheritance to legal battles over estates. These battles often occur because assets are not clearly divided or outlined in wills, leading to misunderstandings.

Goldstone Financial Group says that estate taxes, which are imposed on the transfer of property upon the death of the owner, can also have a significant impact on the amount of inheritance that family members and loved ones receive. As such, the firm encourages you to consult a professional about your available assets, as proper planning will minimize taxes and ensure that these assets are distributed according to your wishes. 

But don’t stress about looking for a reliable financial advisory firm that can help you; you’ve already found one! Goldstone Financial Group offers such services, and their experienced advisors can assist you in creating a plan for your property, investments, personal belongings, and any other assets in your possession. 

Securing Your Assets Before and After Death

Of course, that’s not all there is to estate planning, but luckily, Goldstone Financial Group can do it all. In addition to the aforementioned services, you can contact them to have them help you set up a revocable living trust, which will allow you to retain control over your assets while you’re alive, or a testamentary trust, which will be created after your death. 

To further protect your estate from potential legal claims or creditors, the firm’s advisors can also guide you through the process of setting up a limited liability company (LLC), a family limited partnership (FLP), or an inherited IRA, the latter of which can act as a source of income for beneficiaries. 

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. Hopefully, that’ll never happen, but it doesn’t hurt to plan for every possibility.

Financial Advisors You Can Trust

Goldstone Financial Group is committed to helping their clients achieve their retirement goals. The firm has developed financial strategies and estate plans for retirees throughout Chicago and the surrounding areas for over 20 years.

With Goldstone Financial Group on your side, you don’t have to fear for the future; you can plan for it instead. Contact them for their estate planning service, and you’ll go down in your family’s history as someone who was happy to provide for the generations to come. Wouldn’t that be a wonderful legacy?

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