Avoid These 7 Pitfalls of Estate Planning
September 3, 2024
Getting your estate plan in order can be a complicated process, that’s why Gentreo is here to help. Gentreo simplifies the process and helps you
Category: Checklists
Will Creation Checklist for 2024
August 22, 2024
Creating a will is one of the most important steps you can take to ensure that your wishes are honored and your loved ones are
The Ultimate Financial Planning Checklist: Secure Your Future with Gentreo
August 19, 2024
Financial planning is more than just budgeting or saving; it’s about securing your future and ensuring that your loved ones are protected. A well-thought-out financial
A Checklist for What to Do After You Lose a Loved One
July 9, 2024
Losing a loved one is one of the most devastating experiences a person can go through. It can leave you feeling overwhelmed, sad, and completely
Checklist: How to Create Your Pet Power of Attorney with Gentreo
June 11, 2024
A Pet Power of Attorney is an important document to make for the protection of your pet. If you were ever unable to make decisions
Checklist of Estate Planning for New Parents
March 8, 2024
Congratulations on becoming new parents! It’s a joyous time filled with love, excitement, and perhaps a touch of sleepless nights. But amidst the diaper changes
Streamlining Your Estate Planning with Gentreo
March 7, 2024
Planning for the future isn’t just about retirement savings; it’s about ensuring your wishes are carried out after you’re gone. A well-crafted will provides peace
Estate Planning 10 Years Before You Retire
March 6, 2024
Ten years before you retire, estate planning becomes an important aspect of your financial and personal preparations. Here are some essential steps you should consider
A Sample Checklist of What goes into a Will
March 6, 2024
Here is a basic checklist of items that could go into a will: Personal Information: Name and address of the testator (the person making the
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
