Why 2025 Could Be a Critical Year for Estate Tax Changes: Understanding Estate Plan and Estate Tax Impacts

Why 2025 Could Be a Critical Year for Estate Tax Changes: Understanding Estate Plan and Estate Tax Impacts

Sentinel Retirement Services
Published on: 25/08/2025

Estate owners face unprecedented certainty in tax planning as 2025 ushers in landmark changes under the One Big Beautiful Bill Act, reshaping how wealth transfers are taxed and protected.

Estate Planning
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Estate Planning Strategies After Retirement: Essential Guidance to Protect Your Legacy and Assets

Estate Planning Strategies After Retirement: Essential Guidance to Protect Your Legacy and Assets

Sentinel Retirement Services
Published on: 12/08/2025

Retirement often marks the beginning of proactive legacy protection, yet only about one in three Americans have a will—and just 43 percent of those over 55.

Estate Planning
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5 Mistakes People Make When They Die Without an Estate Plan: Understanding Risks and How to Protect Your Legacy

5 Mistakes People Make When They Die Without an Estate Plan: Understanding Risks and How to Protect Your Legacy

Sentinel Retirement Services
Published on: 07/08/2025

Fewer than one in three adults die with a valid estate plan, leaving assets, taxes, guardianship and family harmony at the mercy of default rules.

Estate Planning
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5 Mistakes People Make When They Die Without an Estate Plan

5 Mistakes People Make When They Die Without an Estate Plan

Sentinel Retirement Services
Published on: 31/07/2025

When someone passes away without an estate plan, it’s not just a legal issue—it’s often a deeply emotional one for the family left behind.

Estate Planning
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