St. Charles IL Financial Planners Offer Estate Planning & Inheritance Tax Advice

Jul 18, 2023

If you live in St. Charles or a surrounding part of Chicago, Goldstone Financial Group (630-620-9300) offers professional estate planning services that help to minimize the impact of federal inheritance tax.

As the old saying goes, the two certainties in life are death and taxes, but sometimes the IRS chooses to combine the two.

With specialist estate planning advice from Goldstone Financial Group, you can protect your assets from state and federal inheritance tax, ensuring your loved ones are taken care of.

You might not be aware, but federal estate taxes changed at the beginning of 2023, so it’s a good idea to seek professional guidance on how they affect you. This leading local team offers the latest tax minimization strategies, and can also ensure that your assets are distributed according to your wishes.

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You can also take advantage of several other services in Goldstone’s St. Charles office, including retirement planning, investment planning, and wealth management. The company operates under the fiduciary standard, with all advice putting your needs and interests above anything else.

As of January 1, 2023, the lifetime exemption from estate and gift tax rose from $12.06 million to $12.92 million, after which your estate will be slugged with a tax rate of 40%. Annual gifts of up to $17,000 are also now free of tax. As a recent article from The Motley Fool explains, federal and state inheritance tax can be a complex field, and you’re advised to seek advice from a professional estate planner.

The latest services from Goldstone are designed to keep you informed of the current taxation landscape, while also helping you create an estate plan that minimizes the impact. The firm’s senior advisors can suggest a number of financial vehicles to assist in this regard, including limited liability companies, family limited partnerships, and/or trusts.

“Estate planning is the process of creating a plan for your assets, including property, investments, and personal possessions, after you’re gone,” a company representative explained. “By working with our legacy planning professionals, you can ensure that your wishes are carried out and your loved ones are provided for.”

In addition to St. Charles, Goldstone works from seven other offices in the wider Chicagoland region, including Oakbrook Terrace, Northbrook, Lake Forest, and Hoffman Estates. Owning to continued growth, the firm has also recently opened three new locations in Nashville, Brentwood, and Franklin, Tennessee.

“My husband and I signed on with Goldstone Financial Group almost six years ago,” one client recently stated. “Anthony took the time to explain options to us in terms we could understand and with a lot of patience. The entire Goldstone family is first-class, very professional, and customer friendly. I would highly recommend Goldstone Financial Group for all your investment and retirement needs.”

Protect your financial legacy with professional estate planning from the team at Goldstone Financial Group.

Speak to a senior advisor today. Check out so you can learn more.

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