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.
We hope you survived Thanksgiving, and maybe you even enjoyed it? If you have an aging parent, chances are that – at some point –
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.
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
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
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 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 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
Here’s a checklist to guide your family estate planning conversation over the holidays. This can help ensure the discussion is productive, respectful, and covers key
Here is a helpful list of Do’s and Don’ts for discussing and working on your estate plan with your family and loved ones: Do’s: Don’ts: