Helping Your Parents’ Make End-of-Life Decisions
January 29, 2025
Planning for a parent’s end-of-life care is one of the most significant and emotional responsibilities that families may face. While it can be a difficult
Category: Estate Planning
Estate Planning for Couples Without Children
January 29, 2025
For couples without children, estate planning might seem less important or urgent compared to families with dependents. However, the absence of direct heirs doesn’t diminish
Avoiding Roth IRA Estate Planning Mistakes: Tips for Maximizing Your Legacy
January 29, 2025
Roth IRAs have become a cornerstone of retirement savings strategies, offering the potential for tax-free growth and withdrawals in retirement. However, many individuals overlook the
10 Essential Steps for Estate Planning: Secure Your Legacy Today
January 29, 2025
Estate planning isn’t just for the wealthy—it’s a critical process for anyone who wants to protect their loved ones, ensure their assets are distributed according
Protect What You’ve Built. Plan for What’s Next. Small Business Estate Planning with Gentreo.
January 29, 2025
Simplify Estate Planning for Your Business with Gentreo As a small business owner, you’ve invested your passion, time, and effort into building your business. Gentreo
The Consequences of Dying Intestate: What Happens When You Don’t Have a Will
January 23, 2025
Dying without a will, also known as dying “intestate,” can have significant consequences for your loved ones. If someone passes away without a Last Will
Is Long-Term Care Insurance the Right Choice for You?
January 23, 2025
Planning for the future means considering all possibilities, including the potential need for long-term care. Long-term care insurance (LTCI) can be a valuable tool to
Beneficiary Designations and Wills: Understanding Their Roles in Estate Planning
January 20, 2025
When it comes to planning your estate, understanding how your assets will be distributed is key to protecting your loved ones and ensuring your wishes
Gentreo’s Guide to the IRS 2025 Inflation-Adjusted Reference Figures for Estate Planning
January 17, 2025
As we step into 2025, the Internal Revenue Service (IRS) has announced key inflation-adjusted figures that significantly impact estate and gift tax planning. These updates
What is My Estate? A Comprehensive Guide for 2025
January 17, 2025
Understanding Your Estate: A Crucial First Step “Estate” might sound like a word reserved for the ultra-wealthy, but in reality, it simply refers to everything