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Category: Financial Planning

Define your Legacy by building generational wealth

Building Generational Wealth: Defining Your Legacy

Building wealth is an important part of securing your financial future and ensuring that you can live the

A Checklist for an Executor

Checklist: What an Executor Does After a Death

Locate the Will: The executor must locate the deceased person’s Will to determine who is appointed as the

New parents estate planning

Estate Planning for New Parents

Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your

What to do after someone passes away

To-Do’s After Someone Passes Away

Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the

Get a Witnessfor your Will

Choosing Witnesses for Your Will

A will is a legal document that outlines how you would like your assets to be distributed after

Common online will mistakes to avoid and how Gentreo can help

Common Online Will Mistakes to Avoid

An online will is a document that outlines your last wishes and instructions for the distribution of your

asian couple talks with estate planning expert at a kitchen table

Planning Your Financial Future? Don’t Skip Estate Planning

A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance,

Conservatorship vs. Guardianship: What’s the Difference?

Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator

Who should you consider as a beneficiary?

Considering Who to Choose as Beneficiary of Your Estate

Choosing a beneficiary is an important decision that should not be taken lightly. A beneficiary is the person