Building Blocks: Trust and Will Preparation
August 6, 2024
The Importance of Estate Planning When it comes to planning our futures, few things are as important as ensuring that our assets and loved ones
Tag: Estate Planning
A Trust and Will: A Guide to Crafting Your Financial Legacy
August 5, 2024
Creating a financial legacy is a crucial step in ensuring that your assets are distributed according to your wishes. A well-structured trust and will can
PODCAST-Real World Stories: Maria
August 1, 2024
We’ve talked before on this podcast about trying to keep things in order, trying to avoid worse case scenarios. But sometimes we still find ourselves
Estate Planning: Improving Your Relationship with Money
August 1, 2024
Estate planning can significantly enhance your relationship with money by providing a clear and organized framework for managing and distributing your assets. Here are several
Are Your Estate Planning Documents Outdated?
July 31, 2024
Estate planning documents are not like other legal documents. They are considered living documents, which refers to the fact that a Will or other estate planning documents will be ever changing.
Webinar: Health and Estate Planning for Women
July 31, 2024
From wills and powers of attorney to health care proxies and emergency planning, every woman should have the tools to protect the ones they love the most.
Understanding Executor Compensation: How Much Can an Executor of a Will Earn or How Much Does and Executor Get Paid?
July 30, 2024
When planning your estate, one of the key decisions you’ll make is selecting an executor. The executor of a will is responsible for managing and
What is an Estate Sale?
July 30, 2024
Estate sales are often held to liquidate a significant portion of a person’s belongings, usually after a significant life event like the passing of a
Estate Planning for Dual Citizens
July 26, 2024
In today’s interconnected world, an increasing number of individuals and families hold citizenship in more than one country. Whether due to birth, marriage, or the
Estate Planning and Dual Citizenship: Navigating Complexities with Gentreo
July 26, 2024
In today’s interconnected world, an increasing number of individuals and families hold citizenship in more than one country. Whether due to birth, marriage, or the
