How the Step-Up Basis “Loophole” Works
January 7, 2025
When planning your estate, it’s important to consider how assets like property, stocks, or other investments will be valued and passed on to your heirs.
Category: Estate Planning
How to Change the Deed on Your House After the Death of a Spouse
January 7, 2025
Losing a spouse is an emotionally challenging experience, and it often comes with the added stress of navigating legal and financial responsibilities. One critical task
Estate Planning for Everyone: Why It Matters and How Gentreo Can Help
January 6, 2025
When people hear the words “estate planning,” many imagine a process reserved for the wealthy or those with sprawling mansions and offshore bank accounts. However,
Should You Include Funeral and Burial Instructions in Your Estate Plan?
December 30, 2024
Estate planning is a critical process that ensures your wishes are honored and your loved ones are cared for after you’re gone. While many people
Essential Estate Planning Documents
December 19, 2024
Estate planning is more than just preparing a will; it involves creating a set of documents that ensure your wishes are carried out in various
The Importance of Trusts and Wills in the United States
December 19, 2024
Trusts and wills are fundamental legal instruments in the United States, playing pivotal roles in ensuring the orderly transfer of assets and the protection of
Top 5 Estate Planning Documents Every Small Business Owner Should Consider
December 19, 2024
Running a small business involves juggling countless responsibilities, from managing day-to-day operations to planning for long-term growth. Amidst these priorities, it’s easy for estate planning
2025 Estate Planning: Why It Will Matter More Than Ever
December 17, 2024
As we move into 2025, estate planning is set to become more crucial than ever. With changing laws, shifting economic conditions, and an increasing need
Estate Planning and Travel: Why Gentreo is Your Perfect Companion for Peace of Mind on the Go
December 13, 2024
Traveling is one of life’s greatest joys—whether you’re jetting off to exotic destinations, embarking on a cross-country road trip, or simply visiting family in another
What Happens If You Don’t Have a Will?
December 13, 2024
Why You Need to Plan Ahead Estate planning is for everyone. You should do it now. Waiting is not a good idea as life happens.