Category: Articles

ArticlesEmergency PlanningFinancial Planning

Prepare Your Family This Holiday Season

Use code family50 to give those you love a $50 discount off a full Gentreo membership. This holiday

ArticlesWills

When to Review a Will: Navigating Life’s Major Changes

Life is a journey full of expected and unexpected turns. As life evolves, so too should your estate

ArticlesTrusts

Successor Trustee Duties When the Grantor is Incapacitated

Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in.

ArticlesEstate Planning

Estate Planning No-No’s: Common Mistakes to Avoid

Estate planning is a critical step to ensure your loved ones are cared for, and your wishes are

ArticlesEstate PlanningExecutor

Choosing the Right Executor for Your Estate: A Step-by-Step Guide to Help

Choosing an executor is one of the most critical decisions you’ll make during the estate planning process. This

ArticlesEstate Planning

Prepare for Estate Planning Conversations this Holiday Season

Here’s a checklist to guide your family estate planning conversation over the holidays. This can help ensure the

ArticlesEstate Planning

Do’s and Don’t of Estate Planning Discussions

Here is a helpful list of Do’s and Don’ts for discussing and working on your estate plan with

ArticlesEstate Planning

Why the Holidays Are the Ideal Time for Estate Planning Conversations

For many families, the holidays are one of the few times a year when everyone is gathered together.

ArticlesEstate Planning

Why the Holidays Are the Ideal Time for Estate Planning Conversations

For many families, the holidays are one of the few times a year when everyone is gathered together.

ArticlesEstate Planning

Why Thanksgiving Is the Perfect Time for Family Estate Planning Conversations

Thanksgiving is a time to gather with family, celebrate traditions, and reflect on what we are grateful for.