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Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any…
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Talking to Your Parents About Money This Thanksgiving: Care, Cash and Conversation
We hope you survived Thanksgiving, and maybe you even enjoyed it? If you have an aging parent, chances are that…
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Even Though It’s Turkey Season, Get Your Ducks in a Row
Many articles have been written about Thanksgiving being the perfect time to talk about estate planning – wills, health care…
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Prepare Your Family This Holiday Season
Use code family50 to give those you love a $50 discount off a full Gentreo membership. This holiday season is…
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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 plan. Your…
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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. It’s a…
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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 honored after…
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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 person will…
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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 discussion is…
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