PlanningAdvisoryServicesInLake Forest,IL
exemptionsareatanall-timehigh,andGoldstonecanlocktheminto yourestateplanbeforetheirexpectedsunset.
Currentfederalgift/estateandgeneration-skippingtransfertax
Anumberoffinancialtoolscan helpyousecurethecurrent estatetaxexemptions,andthis leadingwealthmanagement teamcansuggestonethatsuits yoursituation.
Thenewtaxstrategiesform partofacomprehensive estateplanningapproach, whichisdesignedtoprotect yourlegacyafteryou’re gone.
Estateplanninggoesfarbeyonda simplewill,andGolstone’s advisorsaimtoprotectyour assets,aswellasensuringthat they’redistributedaccordingto yourwishes.
Inthepresentclimateofeconomic uncertainty,theteamcanalso assistyouwithinvestmentplanning andretirementplanning,covering allyourcurrentandfuturefinancial needs.
Thebeginningof2023sawanunprecedentedincreaseinthe gift/estateandgeneration-skippingtransfer(GST)taxexemption limit,risingfrom$12,060,000to$12,920,000.
Goldstonecanuseseveral vehiclestohelpyoutake advantageofthecurrent exemptions,includinggifttrusts, intra-familyloans,andmultigenerationaldynastytrusts.
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