Category: Life Events

Advance Care Planning Terms for you to know
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Advance Care Planning Terms

Advance care planning (ACP) is a process of discussing and documenting an individual’s future healthcare preferences and decisions.

ArticlesEldercare Planning and OrganizationFinancial PlanningLife EventsWills

Co-Executor of a Will or Estate: Duties, Pros and Cons

Discover the role and responsibilities of a Co-Executor, including the Pros and Cons of Co-Executorship, Duties, and Legal
Define your Legacy by building generational wealth
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Building Generational Wealth: Defining Your Legacy

Building wealth is an important part of securing your financial future and ensuring that you can live the

A Checklist for an Executor
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Checklist: What an Executor Does After a Death

Locate the Will: The executor must locate the deceased person’s Will to determine who is appointed as the

New parents estate planning
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Estate Planning for New Parents

Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your

What to do after someone passes away
ChecklistsEldercare Planning and OrganizationFinancial PlanningLife EventsWills

To-Do’s After Someone Passes Away

Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the

Get a Witnessfor your Will
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Choosing Witnesses for Your Will

A will is a legal document that outlines how you would like your assets to be distributed after

woman making notes while packing moving boxes
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Gentreo Life Events: What to Do When You Move to a New State

There’s a lot to do when you move to a new state: Finding a new job, buying a

woman looking at documents with confused expression
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What Should I Do with My Old Estate Planning Documents?

We never know what life has in store for us: marriage, a new baby, divorce, moving to a

woman holding elderly person's hand
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A Guide to Estate Planning When Your Loved One Has Dementia

It’s sad to see a loved one develop dementia. The forgetfulness, difficulty doing simple tasks, mood swings… Unfortunately,