How to Keep Your Family Out of Probate Process: Proven Probate Avoidance Strategies for Smooth Estate Transfer

How to Keep Your Family Out of Probate Process: Proven Probate Avoidance Strategies for Smooth Estate Transfer

Sentinel Retirement Services
Published on: 08/09/2025

Probate can consume up to 10 percent of an estate’s value and delay distributions for months or years, placing financial and emotional strain on loved ones.

Estate Planning
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
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
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