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.
Tag: 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 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,
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.
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
Gentreo’s End-of-Year Estate Planning Checklist
December 27, 2024
As the year comes to a close, it’s the perfect time to ensure your estate plan reflects your goals, adapts to recent life changes, and
A Last Will & Testament: When to Create a New One
December 19, 2024
A last will and testament is a crucial document that outlines how you want your assets distributed after you pass away. It also states who
How (And When) to Update Your Last Will & Testament
December 19, 2024
A last will and testament is one of the most critical documents you can prepare during your lifetime. It outlines the distribution of your assets
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