The Benefits of a Living Trust
March 8, 2024
A living trust is a type of trust that is created and funded during the grantor’s lifetime. It is a flexible and useful estate planning
Tag: Estate Planning
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
Gentreo: Estate Planning for Every Stage of Life
March 6, 2024
Estate planning is a crucial aspect of financial planning that involves making arrangements for the distribution of your assets after your death, choosing who will
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
Estate Planning with Gentreo When You’re Moving to a New State
March 6, 2024
Moving to a new state is an exciting but complex process that involves much more than packing your belongings and changing your address. Among the
A Step-by-Step Guide on How to Change a Power of Attorney
March 6, 2024
A Power of Attorney (POA) is a legal document that grants someone the authority to act on your behalf in financial, legal, or healthcare matters.
Avoid Sibling Disputes
March 6, 2024
Inheritance disputes among siblings are a common occurrence and can be one of the most emotionally charged and devastating family disputes. Siblings may fight over
A Trust versus A Will: What’s the Difference?
March 6, 2024
Trusts and wills are two of the most common estate planning documents used to provide for a family’s long-term financial security. Though superficially similar, they
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
Gentreo: Your Roadmap to a Secure Future
March 5, 2024
Life throws unexpected curveballs. Estate planning isn’t just about what happens after you’re gone; it’s about safeguarding your wishes and protecting your loved ones throughout
