Estate & Trust Advisors

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Financial Planning Consultants, Accounting Services, Financial Planners

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

20 Years

in Business

(847) 441-4600Visit WebsiteMap & Directions2 Northfield Plz Ste 260Northfield, IL 60093 Write a Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Northfield with Financial Planning Consultants

Glenview (4 miles)
Northbrook (5 miles)
Highland Park (8 miles)
Niles (9 miles)
Skokie (9 miles)
Deerfield (9 miles)
Evanston (9 miles)
Park Ridge (12 miles)
Des Plaines (12 miles)
Mount Prospect (14 miles)
Wheeling (14 miles)

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Other Link: http://www.etaadvisor.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Details

Phone: (847) 441-4600

Address: 2 Northfield Plz Ste 260, Northfield, IL 60093

Website: http://www.etaadvisor.com

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Estate & Trust Advisors

Charitable Giving
Roth IRA
Tax Deductions
Income Tax
Alternative minimum tax. This very unpopular parallel tax system has been reined in and will zap fewer Americans in 2018. The AMT started in 1982 as an effort to reduce loopholes open to ultra-high-income earners, but its net gradually spread and it affected more individuals. In the 1990s, Congress hiked the AMT tax rate, stiffening its cost. Under the AMT, the standard deduction and deductions for state and local income taxes are lost. With the new law, your exemption - the amount you can subtract from your AMT liability - is much larger. Previously, $54,300 was exempt for a single-filer and $84,500 for a married couple filing jointly. Respectively, the exemptions increased by almost a third, to $70,300 and $109,400.

Mutual Funds
We help you achieve your long-term goals of accumulating and protecting your familyâ€™s wealth by providing you with the most sophisticated investment process available from the countryâ€™s most highly respected money managers. Our aim is to help you fulfill your investment goals with the lowest possible level of risk and volatility. We accomplish this by applying the principle of diversification â€“ we strike the appropriate balance of long-term capital appreciation and current income, using a combination of individual stocks, bonds, no-load mutual funds, and alternative investments.
Bonds
Wealth Management
Estate & Trust Advisors is a comprehensive Wealth Management Firm with an unparalleled service offering that can coordinate all of your personal financial needs. We have developed our services from the clientâ€™s perspective and will further customize our services based on your individual needs.

Accounting Services

Financial Planning
Estate & Trust Advisors is an SEC Registered Investment Advisor firm (RIA). We manage millions of dollars for our clients in their trust, IRA, personal accounts, and qualified retirement plans.
Retirement Planning
ETA provides a platform of comprehensive wealth management for clients who need help with estate planning, retirement planning, and wealth transfer.
Asset Management

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