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
Category: Financial Planning
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
Estate Planning : A Beginner’s Guide
October 11, 2024
Welcome to the world of estate planning, where you take control of your financial future and ensure your loved ones are protected. Whether you’re a
How to Write a Legally Valid Will with Gentreo
October 11, 2024
Are you looking to ensure that your wishes are carried out after your passing? Writing a legally valid will is an essential step in protecting
