Goldstone Financial Group (+1-630-620-9300) has updated its estate planning service, helping seniors safeguard their loved ones’ financial security.
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Through this updated service, the team helps seniors seamlessly transfer assets to their designated inheritors, helping them arrange a robust estate plan that can be the building block of generational wealth.
More details about Goldstone Financial Group is available at https://goldstonefinancialgroup.com/
Goldstone Financial Group emphasizes that its legacy planning service is not just for high-net-worth individuals, but for everyone who has anything of value to leave behind. Assets can include the family home, vehicles, jewelry, and retirement funds, among others.
According to industry data, only about one in three Americans have an estate plan; furthermore, 20% of those who do have an estate plan have not updated it in the last five years.
CEO Anthony Pellegrino highlights the importance of the estate planning process: “An estate plan is more than just a guide for distributing assets; it represents peace of mind - both for you and your family. Our team will work closely with you to understand your needs and will partner with you in creating a plan that covers all your bases.”
Through the consultancy's estate planning service, retirees can:
Prevent Family Squabbles: Inheritance can be an emotionally charged topic. Having clear-cut instructions on how to pass on assets and wealth can prevent not just infighting but also legal complaints.
Maximize Wealth Transfer: Goldstone Financial Group teaches clients how to set up living trusts to shield assets from both creditors and estate taxes. A living trust ensures that surviving relatives can keep more of the decedent’s wealth.
ABOUT GOLDSTONE FINANCIAL GROUP
Goldstone Financial Group was established in 2000 by Anthony Pellegrino and has helped over 2,500 clients embark on reliable financial strategies. The team's goal is to help clients maximize their wealth during their working years and generate lifetime income when they retire. In addition to Hoffman Estates, the consultancy serves clients in Chicago, Franklin, Nolensville, and Oakbrook Terrace.
One client highlighted how easy it is to work with the consultancy: “Goldstone Financial Group is extremely professional and shows personal interest and concern for its patrons. The appointments are conducted well and on time. The staff is also a good representation of the entire organization. A good company to do business with!”
Interested parties can relay their questions to the company by visiting https://goldstonefinancialgroup.com/contact-us/
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
Website: https://goldstonefinancialgroup.com/
Source: PressCable
Release ID: 89123094
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