Estate Planning IS for All of Us, Not Just the Millionaires
July 17, 2024
Want to make sure your money or your parent’s money and assets go to whomever you or they would choose if something happens? Or, would
Category: Power of Attorney
The Essential Guide to Estate Planning in 2024: Securing Your Legacy
July 9, 2024
Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy or the elderly; it’s a crucial process
Traveling this Summer? Important Things to Do Before You Go
July 8, 2024
Before you take off for your summer vacation, there are a few important things you need to do in addition to packing and making sure
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
July 3, 2024
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
What is a Power of Attorney?
June 27, 2024
With a Power of Attorney, a person (called the principal) can select in advance who he or she would like to act on his or her behalf in case that individual is unable to make decisions for themselves.
Caring for Mom with Confidence: Estate Planning & Beyond
May 8, 2024
Today’s topic is close to all our hearts: caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves
PODCAST-What is estate planning and why is it important
April 25, 2024
What is estate planning and why is it important podcast hosted by Gentreo
The Benefits of a Living Trust
March 8, 2024
A living trust is a type of trust that is created and funded during the grantor’s lifetime. It is a flexible and useful estate planning
A Step-by-Step Guide on How to Change a Power of Attorney
March 6, 2024
A Power of Attorney (POA) is a legal document that grants someone the authority to act on your behalf in financial, legal, or healthcare matters.
Avoid Sibling Disputes
March 6, 2024
Inheritance disputes among siblings are a common occurrence and can be one of the most emotionally charged and devastating family disputes. Siblings may fight over
