Gentreo Life Events: How to Update Your Estate Plan After Divorce
Dealing with a divorce is never an easy process. This life event is a lot to handle, and at Gentreo we understand that it can be an emotionally difficult time for you and your loved ones. Between legal discussions, family complications, and adjusting your life to the new changes, it can be easy to forget […]
Gentreo Life Events: Why You Should Update Your Documents After a Death in the Family
Whether it is expected or not, dealing with a death in the family is never an easy process. This life event is a lot to handle, and at Gentreo we understand that it can be an emotionally difficult time for you and your loved ones. Between funeral arrangements, coordinating with family and loved ones, and […]
Estate Planning 101: The Documents You Need & Why
Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but is a bit more involved than that. Estate planning is a series of legal documents that clearly spell out your wishes when you pass away or cannot make decisions for […]
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
Creative Ways to Get People to Do a Will
If you ask your friends if they have a Will, many will say, “I know I need to do one, but I just haven’t gotten around to it yet.” For those among us who have lived through relatives or loved ones dying without a Will, sad stories abound full of heartache and loss. Yet many […]
Why Everyone Over Age 18 Needs an Estate Plan
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not realize how important it is to have an estate plan in place should the unexpected – or even the expected – occur. If you are over 18, you need an […]
Naming Inheritors & Beneficiaries (Even Pets) and Disinheriting Too
One of the main purposes of a Last Will and Testament is to distribute your assets to your heirs. This includes making arrangements for the care of your pets and even excluding certain people from inheriting anything.
Why Choose A Will-Based Estate Plan Over A Living Revocable Trust?
There are pros and cons to having a will-based estate plan but for the average American family a will-based plan is suitable and appropriate
Discussing Money Issues with Aging Parents
Discussing money issues with your parents is probably not an easy subject, but one that needs to happen as they age. If you have aging parents you probably w…
The Rise of Online Estate Planning: Why More Americans are Choosing Digital Solutions
In recent years, the landscape of estate planning has undergone a significant transformation. What was once a process dominated by in-person meetings with lawyers and stacks of paperwork has now evolved into a digital experience that offers convenience, accessibility, and efficiency. As more Americans become comfortable with managing their lives online, from banking to healthcare, […]