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Chicago Estate Planning Advisor: Asset Protection/Preservation Service Announced

A Chicago-based retirement finance consultancy updates its financial planning services for current and future retirees in the city.


Goldstone Financial Group is expanding its offerings to include estate planning, ensuring that clients can leave a secure legacy for their loved ones. With specialism across tax reduction strategies, investments, wealth management, and financial trusts, the firm brings a 360-degree perspective to lifelong income and inheritance.

More details can be found at

Goldstone's estate planning service provides preventive measures to avert future family conflicts. With extensive knowledge of evolving estate laws and tax codes, Goldstone guides clients to maximize the legacy they leave behind.

The firm is inviting new clients in the Chicagoland area to schedule a consultation to discuss their goals. All advisors are certified fiduciary agents and are thus legally obligated to advise in a client's best interest at all times.

Goldstone agents work closely with clients to put together a comprehensive plan for the apportioning of assets in the event of their death. Advisors help with setting up a will with specific stipulations for the division of property, savings, and the management of a trust.

Tax planning forms another important aspect of Goldstone's approach to legacy finance. Bequests to family members can be significantly eroded by a variety of taxes. With careful planning, these levies can be minimized, leaving more money and assets for loved ones.

The firm also ensures that clients have taken care of the basics of legacy planning including things like updating wills and trusts to reflect name changes, addresses, deaths, births, and verifying identification details.

The estate planning services may also include the setting up of a living will. These are commonly used to stipulate one's wishes in the event of medical issues or becoming incapacitated and they ensure that assets are managed properly and costs are covered.

A spokesperson says, “By working with a professional who specializes in estate planning, you can create a plan that minimizes taxes, protects your assets, and ensures that your loved ones are taken care of.”

For more information, go to

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: 89122581

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