Successor Trustee Duties When the Grantor is Incapacitated
November 19, 2024
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and
Author: The Gentreo Team
Estate Planning No-No’s: Common Mistakes to Avoid
November 18, 2024
Estate planning is a critical step to ensure your loved ones are cared for, and your wishes are honored after you’re gone. While many people
Choosing the Right Executor for Your Estate: A Step-by-Step Guide to Help
November 18, 2024
Choosing an executor is one of the most critical decisions you’ll make during the estate planning process. This person will be responsible for carrying out
Prepare for Estate Planning Conversations this Holiday Season
November 15, 2024
Here’s a checklist to guide your family estate planning conversation over the holidays. This can help ensure the discussion is productive, respectful, and covers key
Do’s and Don’t of Estate Planning Discussions
November 15, 2024
Here is a helpful list of Do’s and Don’ts for discussing and working on your estate plan with your family and loved ones: Do’s: Don’ts:
Why Thanksgiving Is the Perfect Time for Family Estate Planning Conversations
November 15, 2024
Thanksgiving is a time to gather with family, celebrate traditions, and reflect on what we are grateful for. While it may seem like an unconventional
Discover Everything You Can Do with Gentreo for End-of-Life Planning
November 12, 2024
Gentreo is redefining estate planning by making it accessible, affordable, and easy to manage. Beyond traditional estate planning, Gentreo offers powerful tools to support end-of-life
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’
Cartoons and Loss: Lessons to Learn for Planning the Funeral You Want
November 12, 2024
Cartoons are known for their light-hearted humor and whimsical storylines, but occasionally, they take a serious turn to explore profound themes like grief, loss, and
What is Probate and How a Living Trust Can Help You Avoid It
November 12, 2024
When it comes to estate planning, understanding probate is essential. Probate is the legal process that takes place after someone passes away, involving the administration
