What Warren Buffett Can Teach Us About Estate Planning
December 2, 2024
Warren Buffett, one of the most successful investors in history, is known for his wisdom about money and life too. At 94 years old, with
Tag: Estate Planning
Talking About Estate Planning During Thanksgiving: A Guide for Families
November 26, 2024
As families gather around the Thanksgiving table, it presents a unique opportunity to engage in meaningful conversations that extend beyond the traditional holiday topics. One
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
November 26, 2024
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you.
Even Though It’s Turkey Season, Get Your Ducks in a Row
November 26, 2024
Many articles have been written about Thanksgiving being the perfect time to talk about estate planning – wills, health care proxies, powers of attorneys and more.
Prepare Your Family This Holiday Season
November 20, 2024
Use code family50 to give those you love a $50 discount off a full Gentreo membership. This holiday season is unlike any we have ever
Estate Planning No-No’s: Common Mistakes to Avoid
November 18, 2024
Estate planning is a critical step to ensure your loved ones are cared for, and your wishes are honored after you’re gone. While many people
Choosing the Right Executor for Your Estate: A Step-by-Step Guide to Help
November 18, 2024
Choosing an executor is one of the most critical decisions you’ll make during the estate planning process. This person will be responsible for carrying out
Prepare for Estate Planning Conversations this Holiday Season
November 15, 2024
Here’s a checklist to guide your family estate planning conversation over the holidays. This can help ensure the discussion is productive, respectful, and covers key
Do’s and Don’t of Estate Planning Discussions
November 15, 2024
Here is a helpful list of Do’s and Don’ts for discussing and working on your estate plan with your family and loved ones: Do’s: Don’ts:
Why the Holidays Are the Ideal Time for Estate Planning Conversations
November 15, 2024
For many families, the holidays are one of the few times a year when everyone is gathered together. The warmth, gratitude, and togetherness of the
