Oak Brook Investment Advisory Representatives: Estate Planning Services Expanded
As part of the update, the firm offers a growing team of specialist retirement and investment advisors who assist in the estate planning process. Areas of focus can include tax efficiency and minimization, trusts and wills, asset division, and multigenerational wealth.
More details can be found at https://goldstonefinancialgroup.com/
Goldstone Financial Group explains that estate taxes can be a considerable burden on family members, and intra-family legal conflicts may also occur if asset division is not clearly communicated. The enhanced services are designed to minimize estate tax and ensure that loved ones are taken care of financially.
A recent report from Business Insider highlights the difference between a simple will and estate planning, stating that the latter encompasses more in-depth legal instruments, such as beneficiary designations and trusts. The piece explains that trusts, in particular, can be used to reduce the impact of state and federal inheritance taxes.
Goldstone points out that estate planning strategies are not only important for wealthy individuals, and the latest services are available for clients of any background. The firm’s team of financial advisors has extensive experience in the creation of trusts, limited liability companies (LLC), and family limited partnerships (FLP), which can all help to protect assets and manage inheritance.
“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 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 Financial Group’s commitment to specialized financial planning has seen the firm experience continued growth, with offices now opening in several Tennessee cities, including Nashville, Franklin, and Brentwood. In addition to estates, the firm offers retirement planning, lifetime income planning, wealth management, healthcare planning, and investment planning.
“I have been a client of Goldstone Financial Group for over five years, and I can confidently say that they are the best financial advisors I have ever worked with,” one client recently stated. “Their team is knowledgeable, responsive, and always puts their clients’ needs first. I highly recommend them to anyone looking for a top-notch financial advisor.”
Interested parties can find more information by visiting https://goldstonefinancialgroup.com/contact-us/
Goldstone Financial Group
+1-630-620-9300
18W140 Butterfield Road
Oakbrook Terrace
United States
COMTEX_432054591/2764/2023-05-08T15:39:05