Checklist: What an Executor Does After a Death
December 9, 2022
Locate the Will: The executor must locate the deceased person’s Will to determine who is appointed as the executor. Obtain Letters Testamentary: The executor must
Category: Life Events
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
To-Do’s After Someone Passes Away
December 8, 2022
Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the deceased. Notify close family members and friends.
Choosing Witnesses for Your Will
December 7, 2022
A will is a legal document that outlines how you would like your assets to be distributed after you pass away. It’s an essential tool
Gentreo Life Events: What to Do When You Move to a New State
March 11, 2022
There’s a lot to do when you move to a new state: Finding a new job, buying a new home, getting your kids into a
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
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
Emergency Preparedness with Estate Planning
September 17, 2021
No one likes to think about what happens in an emergency, but it is critically important that everyone knows where to turn when something happens.
Gentreo Life Events: How to Protect Your College-Bound 18-Year-Old
July 5, 2021
Sending your child off to college is both an exciting and stressful life event for all parents. There are so many things to take care
