Estate Planning for New Parents
December 9, 2022
Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if you and your spouse pass
Category: Power of Attorney
Why Should I Nominate a Guardian and/or Conservator?
April 8, 2022
There are circumstances where you would want someone to have legal authority to make decisions on your behalf. If you develop a serious illness or
Planning Your Financial Future? Don’t Skip Estate Planning
March 31, 2022
A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance, and investments. There is a glaring oversight
Checklist: How to Create Your Financial Power of Attorney with Gentreo
March 24, 2022
With a Power of Attorney, you can appoint someone to make your financial decisions on your behalf when you can’t do so yourself. Gentreo makes
Conservatorship vs. Guardianship: What’s the Difference?
March 15, 2022
Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator and the person who is under their
What Should I Do with My Old Estate Planning Documents?
February 17, 2022
We never know what life has in store for us: marriage, a new baby, divorce, moving to a new state. As your life changes, so
Estate Planning for Special Needs Children
December 21, 2021
We always want the best for our children; making sure they have the right foundation before heading off on their own life’s journey. But if
A Guide to Estate Planning When Your Loved One Has Dementia
September 29, 2021
It’s sad to see a loved one develop dementia. The forgetfulness, difficulty doing simple tasks, mood swings… Unfortunately, it is progressive. As hard as it
What Are the Different Types of Power of Attorney?
August 5, 2021
A Power of Attorney is a legal document that allows you to appoint someone to handle your personal matters in the event you cannot. A
Why Estate Planning Should NOT Wait: What We Learned from Dad’s Recent Passing
July 31, 2021
Our father battled with Alzheimer’s Disease for years. Throughout that process, we lived the life of many Gentreo users. From caring for my son and
