What Warren Buffett Can Teach Us About Estate Planning
December 2, 2024
Warren Buffett, one of the most successful investors in history, is known for his wisdom about money and life too. At 94 years old, with
Category: Articles
Talking About Estate Planning During Thanksgiving: A Guide for Families
November 26, 2024
As families gather around the Thanksgiving table, it presents a unique opportunity to engage in meaningful conversations that extend beyond the traditional holiday topics. One
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
November 26, 2024
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you.
Talking to Your Parents About Money This Thanksgiving: Care, Cash and Conversation
November 26, 2024
We hope you survived Thanksgiving, and maybe you even enjoyed it? If you have an aging parent, chances are that – at some point –
Even Though It’s Turkey Season, Get Your Ducks in a Row
November 26, 2024
Many articles have been written about Thanksgiving being the perfect time to talk about estate planning – wills, health care proxies, powers of attorneys and more.
Prepare Your Family This Holiday Season
November 20, 2024
Use code family50 to give those you love a $50 discount off a full Gentreo membership. This holiday season is unlike any we have ever
When to Review a Will: Navigating Life’s Major Changes
November 20, 2024
Life is a journey full of expected and unexpected turns. As life evolves, so too should your estate plan. Your will is one of the
Successor Trustee Duties When the Grantor is Incapacitated
November 19, 2024
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and
Estate Planning No-No’s: Common Mistakes to Avoid
November 18, 2024
Estate planning is a critical step to ensure your loved ones are cared for, and your wishes are honored after you’re gone. While many people
Choosing the Right Executor for Your Estate: A Step-by-Step Guide to Help
November 18, 2024
Choosing an executor is one of the most critical decisions you’ll make during the estate planning process. This person will be responsible for carrying out