When and How to Change the Person Named in Your Power of Attorney

With a Power of Attorney, you (the principal) can select in advance who you would like to act on your behalf in case you are unable to make decisions for yourself.
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…
Does My Child Need a Power of Attorney?

As shocking as it seems, YES! Whether your adult children are going off to college or heading out on their own for the first time, make sure that you help them protect their property and finances with a Power of Attorney. If ever they can’t make their own financial decisions, you’ll be able to help. […]
Are Your Estate Planning Documents Outdated?

Estate planning documents are not like other legal documents. They are considered living documents, which refers to the fact that a Will or other estate planning documents will be ever changing.
Video: Your Power of Attorney with Gentreo
Estate Planning IS for All of Us, Not Just the Millionaires

Want to make sure your money or your parent’s money and assets go to whomever you or they would choose if something happens? Or, would you rather pay to have random strangers in the courts decide? If something happens and you’re incapacitated, do you want to make sure you choose who is making health care […]
The Essential Guide to Estate Planning in 2024: Securing Your Legacy

Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy or the elderly; it’s a crucial process that most everyone, regardless of age or wealth, should consider. Estate planning empowers individuals to protect their assets, provide for their loved ones, and ensure their legacy endures. Estate planning […]
Traveling this Summer? Important Things to Do Before You Go

Before you take off for your summer vacation, there are a few important things you need to do in addition to packing and making sure reservations are in order. Among those on your checklist should be reviewing or completing your estate plan. Estate Planning for Summer Travel The last thing you want to think about […]
What is a Health Care Proxy or Power of Attorney for Health Care?

A Health Care Proxy is the person you choose who will advocate for the treatment and care you want when you are unable to advocate for yourself. It is a legal document that declares who you have named to be this person.
What is a Power of Attorney?

With a Power of Attorney, a person (called the principal) can select in advance who he or she would like to act on his or her behalf in case that individual is unable to make decisions for themselves.