Get Your Copy of the “Estate, Tax, and Gifting Strategies” eBook

A complimentary guide to understanding how estate taxes work, which states have the lowest exemptions, and what you can do to keep more of your wealth where you actually want it.

Crafted by The Next Level Planning Group’s Founder, Adam Stock, CFP® M.S. PFP, this guide:

  • Walks through the basics of estate planning and why it matters
  • Explains the difference between federal and state estate taxes
  • Covers strategies like annual gifting, direct tuition payments, and Roth conversions that can help to potentially reduce your taxable estate over time

Prefer a print version of the book? We’ve got you covered—reach out and let us know; we’re happy to send a physical copy your way.

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Adam Stock, CFP<sup>®</sup> M.S. PFP
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Adam Stock, CFP® M.S. PFP

Financial Planner | Partner

Driven by an entrepreneurial spirit and a commitment to purposeful growth, Adam Stock founded The Next Level Planning Group in 1999 to help business owners align their financial success with a greater impact. As a Certified Financial Planner® with an MS in Personal Financial Planning and a long-standing Vistage member, he specializes in transforming scattered accounts into cohesive strategies that prioritize tax efficiency, investment growth, and meaningful legacy.

Beyond the balance sheet, Adam is known for facilitating conversations that strengthen family relationships and community contributions. A devoted mentor and community leader, he serves on the boards of his synagogue and Chiaravalle Montessori School while residing in Evanston with his wife, Melinda, and their five children.