What Happens If You Don’t Have a Will?
January 16, 2025
Estate planning is a critical step to ensuring your loved ones are cared for and your assets distributed according to your wishes. A key part
Category: Articles
Protect Yourself from Natural Disaster Scams
January 16, 2025
When natural disasters strike, such as the devastating wildfires near Los Angeles, they often leave behind more than physical destruction. Scammers seize these moments of
Standing Strong with California: Protecting Wildfire Victims from Scams
January 16, 2025
The recent wildfires in California have left countless individuals and families facing unimaginable devastation. As communities rally to support those affected, it’s crucial to remember
Wills vs. Revocable Trusts: Choosing the Right Path for Your Estate Plan
January 16, 2025
Estate planning is a crucial part of responsible adult life. It ensures your assets are distributed according to your wishes after you pass away and
Understanding Inherited IRA Rules: A Guide for Beneficiaries
January 16, 2025
When a loved one passes away and leaves you an Individual Retirement Account (IRA), you may face complex rules and decisions that could impact your
Estate Planning Essentials for Newlyweds: Why a Will or Trust Should Be Your First Step
January 16, 2025
Start Your Journey Together with Peace of Mind Marriage marks the start of an exciting new chapter in life. Beyond the celebrations and milestones, marriage
Understanding Fiduciaries: Their Role and Importance in Estate Planning
January 16, 2025
Estate planning is a vital part of preparing for the future, ensuring that your assets are handled according to your wishes. One crucial term that
How Fiduciary Responsibility Shapes Estate Planning and Financial Decisions
January 16, 2025
Fiduciary duty is a term that carries immense weight in the financial and legal world, yet its implications are often misunderstood or overlooked. Whether you’re
Understanding Fiduciary Duty in Estate Planning
January 15, 2025
When planning for the future, it’s essential to understand the roles and responsibilities of those you choose to carry out your wishes. At the heart
The Pitfalls of Handwritten Wills: Why You Should Choose a Secure, Digital Estate Plan with Gentreo
January 14, 2025
Handwritten wills, often referred to as holographic wills, may seem like a quick and easy solution for documenting your final wishes. Whether it’s a matter
