Which Money Topics Should Parents Discuss with their Children?
July 9, 2024
One of the most important talks parents must have with their children is about money to help prepare them for their financial future. Estate planning
Tag: Financial Planning
Online Wills and Estate Planning: A Comprehensive Guide
June 25, 2024
In uncertain times, it’s natural for people to start thinking about whether they have their affairs in order and whether their loved ones and assets
The Financial Planner’s Guide to Navigating the Millennial Minds
May 24, 2024
The biggest wealth transfer in history is on the horizon. There is an estimated $68 trillion dollars that will be inherited by Millennials from their
Estate Planning Goals for 2024: Securing Your Legacy and Protecting Your Loved Ones
March 13, 2024
As the new year begins, it’s the perfect time to reflect on our priorities and set goals for the future. While many people focus on
Simplify Your Life Decisions with Gentreo: No Headaches, No Confusion
March 13, 2024
Life decisions can be overwhelming. Whether it’s creating a will, establishing a trust, or designating powers of attorney, the legalities involved can often leave us
How to Motivate Yourself to Write a Will and Take Control of Your Future
March 8, 2024
Writing a will is a crucial step in taking control of your future and ensuring that your wishes are carried out after you’re gone. However, many people struggle to find the motivation to tackle this important task. Whether it’s the fear of confronting mortality or the perceived complexity of the process, it’s common to feel a lack of motivation when it comes to writing a will.
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
Gentreo: Do Your Estate Planning while Happy and Healthy
November 29, 2023
In the hustle and bustle of life, with milestones like getting married, moving to new states, having babies, or caring for aging parents, estate planning
Funding a Trust in 2024: A Comprehensive Guide to Protecting Your Assets and Legacy
November 1, 2023
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Living Trusts 2024: What is a Living Trust and When Should You Use One?
November 1, 2023
You’ve worked hard to build a life of financial security for yourself and your loved ones. You want to ensure that your assets are protected and that your wishes are carried out after you’re gone. This is where a living trust can come into play.
