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Chicago Estate Planning & Tax Strategies: Financial Advice For Retirees Update

Financial advisory firm Goldstone Financial Group (630-620-9300) has updated its estate planning services for individuals in Chicago.

Following the service expansion, retirees looking to protect their assets, improve their tax efficiency, and provide for their loved ones can contact Goldstone Financial Group for financial strategies that will help them retain control over their estate.

For more information, please visit

With the announcement, Goldstone Financial Group aims to highlight the importance of proper legacy planning, both in protecting personal finances and avoiding conflict within families. A 20-year study by The Williams Group found 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, the team says.

Goldstone Financial Group notes 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 individuals to consult a professional about their available assets, as proper planning will minimize taxes and ensure that these assets are distributed according to their wishes.

Goldstone Financial Group offers such services; their experienced advisors can assist clients in creating a plan for their property, investments, personal belongings, and any other assets in their possession.

Clients may also contact Goldstone Financial Group to set up a revocable living trust, which will allow them to retain control over their assets while they are alive, or a testamentary trust, which will be created after their death. To further protect the client’s estate from potential legal claims or creditors, the firm’s advisors can also guide them 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, they will be able to help the client draft a living will, ensuring that they are prepared in the event that they are incapacitated.

The update to their services reflects Goldstone Financial Group’s commitment 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.

Interested parties can learn more and schedule a consultation by visiting

Contact Info:
Name: Anthony Pellegrino
Email: Send Email
Organization: Goldstone Financial Group
Address: 18W140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181, United States
Phone: +1-630-620-9300

Source: PressCable

Release ID: 89123285

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