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St. Charles, IL Estate & Legacy Planning; Financial Advisory Services Updated

The firm’s revised services offer advice in line with the latest federal estate tax provisions, which saw changes at the beginning of 2023. Senior advisors combine tax minimization strategies with comprehensive inheritance planning, designed to protect assets and ensure they are distributed according to clients’ wishes.

More details can be found at

The recent update adds to a range of other services offered in Goldstone’s St. Charles office, including retirement planning, investment planning, and wealth management. The company operates under the fiduciary standard, with all advice being based on clients’ needs and best interests.

As of January 1, 2023, the lifetime exemption from estate and gift tax rose from $12.06 million to $12.92 million, after which a 40% tax becomes payable. 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 individuals are advised to seek advice from a professional estate planner.

The latest services from Goldstone are designed to keep St. Charles clients informed of the current taxation landscape, while also helping them 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.”

About Goldstone Financial Group

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.”

Interested parties can find more information by visiting

Goldstone Financial Group
18W140 Butterfield Road
16th Floor
United States

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