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: Financial Planning
Funding a Trust in 2025: A Comprehensive Guide to Protecting Your Assets and Legacy
January 3, 2025
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Why Small Business Owners Need a Succession Plan
December 18, 2024
Small businesses are the backbone of the economy, yet many owners fail to plan for the future of their enterprises. Succession planning is an often-overlooked
Estate Planning for Entrepreneurs: Protecting Your Business Interests
December 18, 2024
Estate planning is an important aspect of any business and is especially crucial for entrepreneurs who own small or medium-sized businesses. Estate planning is the
What to Do If You Inherit a Timeshare: A Guide for Heirs
December 4, 2024
Timeshares have been a popular vacation option for many, offering people the chance to enjoy a shared property at a fraction of the cost of
Talking About Estate Planning During Thanksgiving: A Guide for Families
November 26, 2024
As families gather around the Thanksgiving table, it presents a unique opportunity to engage in meaningful conversations that extend beyond the traditional holiday topics. One
Prepare Your Family This Holiday Season
November 20, 2024
Use code family50 to give those you love a $50 discount off a full Gentreo membership. This holiday season is unlike any we have ever
Estate and Advance Care Planning Checklist for Young Families
November 12, 2024
When starting a family, thinking about estate and advance care planning may not be at the forefront of your mind. However, ensuring your loved ones’
How to Transfer a Property with a Mortgage in a Trust: Minnesota Edition
November 4, 2024
Estate planning is an essential tool for ensuring that your assets are managed and distributed according to your wishes after you pass away. One of
Estate Planning Mistakes Young Families Make
October 11, 2024
For young families navigating the complexities of estate planning, avoiding common mistakes can mean securing the financial future of their loved ones. However, it’s all