What Is a POLST Form, and Do You Need One?
February 10, 2025
When and How to Update Your POLST Form: A Guide to Ensuring Your Wishes Are Followed A Physician Orders for Life-Sustaining Treatment (POLST) form is
Category: Estate Planning
Key Questions to Ask Your Financial Advisor about Estate Planning
January 31, 2025
Estate planning is more than just writing a will—it’s about securing your financial future, protecting your loved ones, and ensuring your wishes are honored. Many
Helping Your Parents’ Make End-of-Life Decisions
January 29, 2025
Planning for a parent’s end-of-life care is one of the most significant and emotional responsibilities that families may face. While it can be a difficult
Estate Planning for Couples Without Children
January 29, 2025
For couples without children, estate planning might seem less important or urgent compared to families with dependents. However, the absence of direct heirs doesn’t diminish
Avoiding Roth IRA Estate Planning Mistakes: Tips for Maximizing Your Legacy
January 29, 2025
Roth IRAs have become a cornerstone of retirement savings strategies, offering the potential for tax-free growth and withdrawals in retirement. However, many individuals overlook the
10 Essential Steps for Estate Planning: Secure Your Legacy Today
January 29, 2025
Estate planning isn’t just for the wealthy—it’s a critical process for anyone who wants to protect their loved ones, ensure their assets are distributed according
Protect What You’ve Built. Plan for What’s Next. Small Business Estate Planning with Gentreo.
January 29, 2025
Simplify Estate Planning for Your Business with Gentreo As a small business owner, you’ve invested your passion, time, and effort into building your business. Gentreo
The Consequences of Dying Intestate: What Happens When You Don’t Have a Will
January 23, 2025
Dying without a will, also known as dying “intestate,” can have significant consequences for your loved ones. If someone passes away without a Last Will
Is Long-Term Care Insurance the Right Choice for You?
January 23, 2025
Planning for the future means considering all possibilities, including the potential need for long-term care. Long-term care insurance (LTCI) can be a valuable tool to
Beneficiary Designations and Wills: Understanding Their Roles in Estate Planning
January 20, 2025
When it comes to planning your estate, understanding how your assets will be distributed is key to protecting your loved ones and ensuring your wishes
