Insights

The Advisor, February 2023

What’s New at GPW We’ve heard from Punxsutawney Phil, so we know we’re in for six more weeks of winter. If only predicting the next six weeks in the market were as easy as waking up a groundhog… Although, taking... Read More

February 7, 2023

Are you ready to file your taxes?

Hopefully your 2023 is off to a great start. As we start the new year and the tax filing deadline for 2022 income taxes approaches, our team at Gentry Private Wealth give you several important reminders in hopes that we... Read More

January 31, 2023

Wills, Trusts, and Fiduciaries: The Foundations of Your Rock-Solid Estate Plan

Among today’s top business owners, family is paramount. Taking care of loved ones is the No. 1 reason entrepreneurs seeking to become seriously wealthy want so much wealth, according to our research. Certainly, you expect to use your wealth to... Read More

January 18, 2022

Feeling Philanthropic? A Charitable Planning Primer

Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need? Do you want to leave your... Read More

October 21, 2021

Should You Donate Life Insurance to Charity?

People purchase life insurance for lots of reasons—the most common often being to take care of their loved ones. The life insurance proceeds are used either to create an estate for those left behind, or to pay taxes so the... Read More

August 11, 2021

What Is a Private Trust Company?

One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. A private trust company is set up specifically to work with and serve a single... Read More

August 11, 2021

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