Breaking Down the Different Parts of a Trust
April 16, 2022
A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets to a loved one upon your passing.
Tag: Estate Planning
Common Online Will Mistakes to Avoid
April 12, 2022
An online will is a document that outlines your last wishes and instructions for the distribution of your assets after death. It is a popular
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
Witnesses to a Will: How to Make a Will Valid
April 5, 2022
Most legal documents require a signature to make them valid. Once they are signed, they’re good to go. When you sign a Will, usually you
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 Use Your Digital Family Vault
March 24, 2022
The Gentreo Digital Family Vault is a safe and convenient way to store all of your estate documentation online and together in one place. It
Checklist: How to Create Your Gentreo Pet Info Sheet
March 24, 2022
A Pet Information Sheet is a supplemental estate planning document that includes your pet’s emergency and vet contact information, feeding and exercise routines, medications and
Checklist: How to Create Your Pet Trust with Gentreo
March 24, 2022
A Pet Trust is an easy way to ensure that your pet will have a permanent caregiver, and to provide the financial resources to care
Checklist: How to Create Your Gentreo Emergency Card
March 24, 2022
An Emergency Card is a document which allows you to list your personal medical information, emergency contacts, and other details so that this information is
Checklist: How to Create Your Healthcare Power of Attorney with Gentreo
March 24, 2022
A Health Care Proxy – also known as a Power of Attorney for Health Care – allows you to appoint someone to make healthcare decisions
