Why You Might Just Need More Than Just a Will
January 31, 2024
Planning for the future is essential, especially when it comes to your assets and property. While many people believe that having a will is enough,
Category: Legacy Planning
Your Legacy, Your Way: Crafting Trusts and Wills with Purpose
January 12, 2024
Your legacy is more than just the assets you leave behind. For many of us, it’s about the impact we make and the values we
Your Will, Your Legacy: Estate Planning for All of Us
January 10, 2024
Planning for the future can be a daunting task, especially when it comes to considering what will happen to your family, loved ones and even
How Long Should You Keep Medical Records and Financial Documents After the Death of a Loved One?
December 7, 2023
Losing a loved one is a challenging and emotional time. As you navigate through the grieving process, you may also find yourself faced with the
Using Gentreo to Ensure Your Family’s Future When Welcoming a New Baby
December 6, 2023
Bringing a new life into the world is a joyous occasion, but it also comes with a set of responsibilities, including the need for careful
Estate Planning for Elderly Parents: A Guide for Adult Children
November 16, 2023
Estate planning is an important consideration for elderly parents, as it helps to ensure their wishes are honored and their assets are protected in the
Maximize Your Estate Plan by using the Milestones feature in Gentreo
November 16, 2023
Having a baby? Getting married? Or Caring for an Aging parent? Navigate life’s pivotal moments with confidence through Gentreo’s Milestones(tm) – the ultimate tool for
Funding a Trust in 2024: A Comprehensive Guide to Protecting Your Assets and Legacy
November 1, 2023
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Estate Planning and Long-Term Care: A Comprehensive Guide
October 26, 2023
Introduction Long-term care is a vital component of life planning, encompassing various services and support designed to assist individuals who are no longer able to
The Power of Attorney: Empowering Your Future
October 25, 2023
Life is unpredictable. You never know what lies around the corner. So, what can you do to protect yourself and your assets? How can you
