To-Do’s After Someone Passes Away
December 8, 2022
Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the deceased. Notify close family members and friends.
Tag: Estate Planning
What is the Best Way to Talk about Saving for Emergencies
December 5, 2022
What’s the best way to talk to your partner about saving for emergencies? It’s never easy to talk about money with your partner. But it
Webinar: Protect Your Family This Holiday Season
November 17, 2022
Join Gentreo this holiday season and learn how to give your family and loved ones the best gift of all; peace of mind. Protect your
The 10 Step Process to Protect You and All You Love
September 12, 2022
The times have changed, and so has estate planning. Below you will find helpful insights into what estate planning is, and discover Gentreo’s online digital
Breaking Down the Different Parts of a Health Care Proxy
April 19, 2022
If you become seriously ill and cannot speak for yourself, a Health Care Proxy can act on your behalf to express your medical treatment choices
Breaking Down the Different Parts of a Trust
April 16, 2022
A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets to a loved one upon your passing.
Common Online Will Mistakes to Avoid
April 12, 2022
An online will is a document that outlines your last wishes and instructions for the distribution of your assets after death. It is a popular
Why Should I Nominate a Guardian and/or Conservator?
April 8, 2022
There are circumstances where you would want someone to have legal authority to make decisions on your behalf. If you develop a serious illness or
Witnesses to a Will: How to Make a Will Valid
April 5, 2022
Most legal documents require a signature to make them valid. Once they are signed, they’re good to go. When you sign a Will, usually you
Planning Your Financial Future? Don’t Skip Estate Planning
March 31, 2022
A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance, and investments. There is a glaring oversight