Estate Planning: Your Guide to Get Started, Conversations to Have, and More
January 12, 2021
It’s easy to get caught up in the day to day. After all, we spend our entire lives caring for the people we love. And,
Tag: Estate Planning
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
November 9, 2020
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.
Webinar: Give Thanks – How To Use Estate Planning As Part Of Your Planned Giving
October 29, 2020
WATCH THE WEBINAR You don’t have to be a multi-millionaire to leave gifts for your favorite charities in your estate plan. Watch this FREE webinar
Webinar: Estate Planning 101
October 29, 2020
The holidays are a perfect time to get your affairs in order. Watch this free webinar to find out how to make sure your family
Webinar: Talking To Your Family About Estate Planning And Your Affairs
October 29, 2020
Now you can have more than just politics to talk about around the Thanksgiving table this year! Tune in for Gentreo’s free estate planning webinar
The Importance of Ownership in Estate Planning
October 24, 2020
When creating your Estate Plan, an often overlooked but critical element is to make an inventory of what you own and how you own it.
What To Do When a Loved One Dies and You Are Responsible for Their Estate
September 28, 2020
When a loved one dies, it can be overwhelming to process the grief of their passing, especially if they nominated you to serve as a
Do Most People Know What the Words “Estate Planning” Mean?
August 12, 2020
Many wrongly assume that to need estate planning you must own massive homes, bank accounts across the world and have millions of assets. As Laura
How Do You Best Encourage People to Do Estate Planning?
August 12, 2020
Estate planning is one of the most crucial forms of planning that a person can do to protect themselves, their assets and their loved ones.
