Estate Planning
Our wealth management team will create a plan aimed to preserve and protect your assets, provide for the future of your family, and fulfill your philanthropic wishes, all while managing estate and gift taxes. Estate Planning is a crucial component of managing wealth wisely.
We offer sophisticated strategies and techniques for individuals with large estates or complex family relationships.
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Our Approach
Our approach includes estate planning within the context of your overall individual or business financial goals combining it with tax managing and asset preservation strategies. We are adept at mediating the sensitive family issues that estate planning may sometimes entail.
Services
- adjust Trust Services/Funding strategies to help address goals
- adjust Manage Estate Taxes
- adjust Manage Assets
- adjust Special Needs Family Member
- adjust Business Succession Plan Purposes
- adjust Gift/Estate & Income Tax Saving Strategies
- adjust Tax Planning Assistance
Vehicles
- adjust Charitable trusts
- adjust Irrevocable life insurance trusts
- adjust Family limited partnerships
- adjust Qualified personal residence trusts
Our Team & Philosophy
Our experienced financial planning professionals help to provide sophisticated tax management strategies—allowing you to confidently pursue your financial goals.
Meet Our TeamReady To Get Started?
Connect with one of our advisors and start your journey with us today.
Kathleen H. Hosty, CFP®
Wealth Advisor
Experience Kathy Hosty has worked for more than 40 years in professional financial services. Kathy’s investment experience is in private …
Stay Informed With Our Insights
May 30, 2023
What U.S. Expats Need to Know About Estate Planning
At least 12% of Americans have thought about living abroad in retirement, according to a study by the Aegon Center …
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April 24, 2023
Business Owners Sec. 6166 Can Provide Your Heirs with Options
Currently, the gift and estate tax exemption amount is high enough ($12.92 million in 2023) that you may not think …
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December 28, 2022
2022 A Year in Review
A Message from Our President I have had the pleasure of being President of Mueller Financial Services this past year, …
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November 22, 2022
Mueller Financial Services Is Relocating Their Sarasota Office
Our Sarasota Office Is Moving! Mueller Financial Services is pleased to announce the opening of our newly relocated Sarasota office, …
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October 10, 2022
Hollenbeck Promoted to Vice President
Mueller Financial Services, Inc., a Chicago area Wealth Management firm, is pleased to announce the promotion of Wealth Advisor Brennan …
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August 1, 2022
Intern Insights With Anthony Castoro
By: Anthony Castoro My name is Anthony Castoro, and I am a senior at the University of Dayton. I am …
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February 11, 2022
Garbarino, Kalka, and Hollenbeck Honored as Three of LPL Financial’s Top Financial Advisors
Elgin, IL — February 11, 2022 — Susan Garbarino, CERTIFIED FINANCIAL PLANNER®, professional, an independent LPL Financial Wealth Advisor at …
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February 2, 2022
A Year In Review 2021
Message From Our Past President: “I would like to take the opportunity to reflect on a year that has brought …
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January 27, 2022
2022 Leadership Changes
January 27, 2022: Elgin, IL Mueller Financial Services, Inc., a Chicago headquartered wealth management firm, announces that Robert J. Coursey, …
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December 14, 2021
Podcast Trailer: Managing Your Wealth: Your Vision, Our Guidance
Mueller Financial Services is proud to announce our brand new podcast, “Managing Your Wealth: Your, Vision Our Guidance.” Listen to …
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July 7, 2021
Slupik and Associates, LTD. Joins Mueller Financial Services, Inc.
Mueller Financial Services, Inc., a Chicago area-based wealth management firm has announced today that they have acquired Slupik and Associates, …
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June 11, 2021
Our Offices are Fully Reopening
Dear valued client, We appreciate all of you for being flexible during our office shutdown and subsequent limited appointments scheduling. …
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January 28, 2021
New Branch Office in Sarasota
Mueller Financial Services, Inc., a financial advisory firm based in the Chicago metropolitan area is proud to announce the opening …
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January 22, 2021
A Year in Review – 2020
SUMMARY: Your Vison Our Guidance™ is not just a catch phrase we embrace. We believe in it and live it …
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January 19, 2021
Sue Garbarino Named Principal of Mueller Financial Services
Mueller Financial Services is proud to announce Susan Garbarino, CERTIFIED FINANCIAL PLANNER™ professional as Principal at the firm due to …
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January 18, 2021
Jeffrey A. Delheimer Named President of Mueller Financial Services
Prior to 2020’s year end, Mueller Financial Services announced Jeffrey A. Delheimer as President of the Firm. In this role, …
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August 1, 2020
Our New Digital Experience!
We moved! Not to a new physical location, but a new digital location. Mueller Financial Services has launched a new …
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