Lake Forest, IL Wealth Managers Offer Estate Planning & Tax Reduction Strategies

Jun 1, 2023

If you live in Lake Forest, Illinois, see the team of senior wealth managers at Goldstone Financial Group (630-620-9300) to ensure your estate plan takes advantage of current tax exemptions.

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.

Go to for more information.

Estate planning goes far beyond a simple will, and Goldstone’s advisors aim to protect your assets, as well as ensure 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. The current exemption amounts will be reduced by 50% as of January 1, 2026, with some lawmakers pushing for that to occur earlier.

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. The firm’s senior wealth managers will discuss your own personal and financial situation, and recommend an approach that best suits your own needs.

“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.”

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.”

Take advantage of historically high federal estate tax exemptions before they’re gone for good.

Speak to a senior wealth manager at Goldstone Financial Group. Check out so you can learn more.

Show Buttons
Hide Buttons
Web Analytics