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Find the resources that match your learning style and planning needs.
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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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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Gentreo Has Your Back Through Life’s Inflection Points
One of the most important but often forgotten steps to take in one's financial life is to do estate planning.…
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Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home
Buying a new home is a very significant and exciting life event. Whether it is your first home, or if…
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Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
Bringing a child into the world is an incredibly exciting life event, however there are so many things that must…
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Gentreo Life Events: How to Update Your Estate Plan After Divorce
Dealing with a divorce is never an easy process. This life event is a lot to handle, and at Gentreo…
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Gentreo Life Events: Why You Should Update Your Documents After a Death in the Family
Whether it is expected or not, dealing with a death in the family is never an easy process. This life…
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Estate Planning 101: The Documents You Need & Why
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we…
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Will vs. Trust: What’s the Difference? Which One is Right for You?
Estate planning is one of the most important steps you can take to secure your legacy and ensure your loved…
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