Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
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. We’ve prepared a comprehensive guide to help you navigate important family conversations about estate planning. Gentreo makes it easy for you to create a custom, comprehensive estate plan and we […]
Understanding Financial Authority: Key Insights for Estate Planning
Financial authority is a critical aspect of estate planning that often gets overlooked until urgent situations arise. Ensuring you or a loved one has the power to manage financial matters smoothly can prevent significant stress and confusion. Gentreo helps simplify the process of establishing and managing financial authority through essential estate planning tools. What is […]
Cohabitation Agreement vs. Will and Power of Attorney: Key Differences for Unmarried Couples
As more unmarried couples choose to live together before marriage, or with the intention of never getting married, it’s essential to understand the legal and financial protections available. For these couples, a cohabitation agreement, a will, and a power of attorney each offer unique benefits. This guide explains each tool and includes practical examples to […]
Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home
Buying a new home is a very significant and exciting life event. Whether it is your first home, or if you are selling your old home and moving somewhere new, there are a lot of things that need to be handled throughout the process. Between transporting your belongings, signing paperwork, and handling finances, it is […]
Gentreo Life Events: How to Update Your Estate Plan When You Get Married
Getting married is an amazing life event which brings forth a lot of changes. Between wedding planning, the honeymoon, and establishing your new life together, it can be easy to overlook some important steps that you need to take when getting married. One of the most important steps that should be taken when you get […]
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
Bringing a child into the world is an incredibly exciting life event, however there are so many things that must be arranged and prepared in order to properly care for your new child. Between baby-proofing the house, buying diapers and other necessary supplies, and adjusting to the parent lifestyle, some very important steps can be […]
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 […]
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 […]