The Ultimate Guide to Estate Planning for Beginners
May 8, 2025
Estate Planning for Beginners may sound intimidating at first, but it’s one of the most important steps you can take to protect yourself and your
Tag: Asset Protection
The Gentreo Process: Completing Your Estate Plan with Ease
May 6, 2025
The Gentreo Process: Completing Your Estate Plan with Ease Estate planning is a crucial step in securing your future and ensuring that your loved ones
Estate Planning for Entrepreneurs: Protecting Your Business Interests
December 18, 2024
Estate planning is an important aspect of any business and is especially crucial for entrepreneurs who own small or medium-sized businesses. Estate planning is the
Putting a Home in a Living Trust
May 14, 2024
As a homeowner, estate planning is likely something you’ve thought about—perhaps you’ve even discussed it with family members. But when it comes to protecting your
The Benefits of a Living Trust
March 8, 2024
A living trust is a type of trust that is created and funded during the grantor’s lifetime. It is a flexible and useful estate planning
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
Key Considerations for Estate Planning in 2024: Protecting Your Assets, Loved Ones, and Legacy
April 3, 2023
Estate planning is the process of creating a plan for the protection of your choices and assets during your lifetime and the distribution of your
Estate Planning Checklist – Items to Consider
February 17, 2023
Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
Considering Who to Choose as Beneficiary of Your Estate
February 10, 2022
Choosing a beneficiary is an important decision that should not be taken lightly. A beneficiary is the person or entity who receives the benefits from