Understanding Inherited IRA Rules: A Guide for Beneficiaries
January 16, 2025
When a loved one passes away and leaves you an Individual Retirement Account (IRA), you may face complex rules and decisions that could impact your
Tag: Estate Planning
Estate Planning Essentials for Newlyweds: Why a Will or Trust Should Be Your First Step
January 16, 2025
Start Your Journey Together with Peace of Mind Marriage marks the start of an exciting new chapter in life. Beyond the celebrations and milestones, marriage
Understanding Fiduciaries: Their Role and Importance in Estate Planning
January 16, 2025
Estate planning is a vital part of preparing for the future, ensuring that your assets are handled according to your wishes. One crucial term that
How Fiduciary Responsibility Shapes Estate Planning and Financial Decisions
January 16, 2025
Fiduciary duty is a term that carries immense weight in the financial and legal world, yet its implications are often misunderstood or overlooked. Whether you’re
Understanding Fiduciary Duty in Estate Planning
January 15, 2025
When planning for the future, it’s essential to understand the roles and responsibilities of those you choose to carry out your wishes. At the heart
Understanding Fiduciary Responsibility in Estate Planning: A Guide to Protecting Your Legacy
January 13, 2025
Estate planning is an essential step in safeguarding your legacy and ensuring your loved ones are cared for. A key aspect of any estate plan
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.
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 with a Last Will and Testament: Why Updating Regularly Matters
January 6, 2025
When it comes to estate planning, the last will and testament remains one of the most important documents you can create. It outlines your wishes
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,
