Planning Your Financial Future? Don’t Skip Estate Planning
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 when most people plan for their financial future: an estate plan. Not having an estate plan could wind up costing you and your loved ones lots of money. Since April […]
Checklist: How to Create Your Online Will with Gentreo
Your Will is one of the most important estate planning documents that you can create. It ensures that all of your wishes regarding your estate and assets are upheld after you pass away, and protects your family from difficult legal battles. We understand that planning your estate and creating your Last Will and Testament can […]
Breaking Down the Different Parts of a Will
Creating a Will can be an emotional experience. It hits you that this is about your mortality and those you cherish most. You want this important document to be right. Before crafting your Will, you should know its makeup: the legal terms, how to list assets and beneficiaries, and the proper way to write bequests […]
Gentreo Life Events: What to Do When You Move to a New State
There’s a lot to do when you move to a new state: Finding a new job, buying a new home, getting your kids into a new school. The last thing you may think about is your estate plan. Most people believe it just automatically transfers to wherever they go. That’s not exactly true. Failing to […]
Including Cryptocurrency and Digital Assets in Your Will
Just about everything has moved into the digital word. This includes financial assets like cryptocurrency, which has become a very popular investment in recent years. It’s not quite as simple to include cryptocurrency and other digital assets in your Will as traditional assets like real property and bank accounts. Planning ahead now could avoid a […]
Inheriting Your Parents’ Home When You Have Siblings
If you are named as a beneficiary for your parents’ home in their Last Will and Testament or Trust, the transfer of the home to you upon their passing is pretty much a cut-and-dry process. However, if you and your siblings are named as beneficiaries, things can get dicey if none of you can agree […]
The Costs Involved with Probating a Will
Probating a Will can be a lengthy and expensive process. Many people are surprised by not only the time the process takes, but the various costs involved. We’re going to examine the costs of probating a Will and some ways to reduce and even avoid the expense. What is Probate? In a nutshell, probate is […]
Out-of-State Assets and Your Estate Plan
Do you own property in another state or in another country? Is it included in your Will or Trust so it would go to those of your choosing when you die? If so, you’re all set, right? Not so fast! That Will or Trust may not have legal standing outside of your state. When it […]
The Emotional Side of Estate Planning
When anyone mentions estate planning, most people think about the paperwork involved, compiling assets, and deciding on beneficiaries. While very important, some may consider it kind of dry stuff. Estate planning, however, has an emotional side. It’s not only about planning to take care of our loved ones after we pass on, but also how […]
Why 1:1 Coaching is So Important When Creating Your Will Online
You’re ready to create your Will online but have a few questions. Not sure where to turn? Gentreo is here to help. We provide one-on-one coaching so you will fully understand everything you need to know about creating your state-specific Will and estate planning documents online. “Estate planning can be intimidating, and even when it’s […]