One of the most important but often forgotten steps to take in one’s financial life is to do estate planning. At Gentreo, a leading online estate planning provider, we are there for our users, ready to help them navigate all of life’s inflection points. Our goal is to help everyone create an estate plan so that they can protect the people, pets, and things they care most about.
Young and single? It’s a good idea to have a Health Care Proxy and Power of Attorney. Both documents allow you to name someone you trust to be your agent or representative. In many cases, this might be a parent or another responsible family member. With a Health Care Proxy, this person can make medical and healthcare decisions on your behalf if you are incapacitated. A Power of Attorney gives the person you choose the authority to make decisions about your finances, and manage your bills if something happens to you. If something happens to you and you have these documents in place, someone you trust can make decisions for you in regards to your banking and health instead of the court appointing someone. Make sure your parents have done estate planning, too, or your inheritance might not be what you think it is. Learn More >>>
Getting married? This is a great time to get your Health Care Proxy, Power of Attorney and Will put together, or update your existing documents. For example, you may need to change your last name, or name your spouse as the person you want making decisions or inheriting things. It isn’t automatic! If you don’t create or update your documents, you can leave your partner fighting in the courts for years to get assets you thought they would just inherit. Learn More >>>
Having children? You still need the basics and you definitely need to update your Will to name guardians for your children and to make sure the assets you want go to your children. You may also want to create a Trust to protect assets and make sure they go to the ones you name as well. Learn More >>>
Getting divorced? You may want to name new beneficiaries in your Will or Trust and you probably want to change your Health Care Proxy and Power of Attorney, too, if you had named your ex in these documents. Learn More >>>
Retiring? Time to make sure every box is checked twice! Plan while everyone is healthy so you don’t have to make decisions when emergencies happen. You need to make sure you and your spouse are both on the same page about where finances stand, and who will inherit what or if you will donate everything.
Buying a new house? Getting a new pet? Dealing with the death of a loved one? Gentreo is here to help you through all of life’s inflection points and life events, so that you and your loved ones are always protected.
