Gentreo Life Events: How to Protect Your College-Bound 18-Year-Old
Sending your child off to college is both an exciting and stressful life event for all parents. There are so many things to take care of and conversations to have to prepare your child for that big transition into adulthood and higher education. While we may get our focus tied up on financial aid, finding […]
10 Financial Divorce Considerations
You’ve heard the old saying, “Money is the root of all evil.” Of the issues that couples argue about, money tops the list. And sadly, arguments over money can often lead a couple to divorce. A divorce can have lasting implications, not to mention it is very expensive and stressful. There are ten financial considerations […]
Planning for Incapacity: Documents to Have and Steps to Take
There is no question we are living longer. It’s not unusual these days for people to live well into their 90s – even to 100 – and sometimes beyond. This is great! It allows us more time to enjoy our loved ones. But with aging comes the inevitable health issues that can prevent you from […]
Estate Planning Basics: 7 Step Checklist
Creating an estate plan can be daunting. There is so much to consider: taking stock of your assets, deciding who inherits what, choosing responsible people to carry out your wishes. But it doesn’t have to be complicated. Follow our 7-step checklist of basic estate planning. It will make things a lot smoother. The Estate Planning […]
What Happens to Your Bank Account When You Die?
Have you ever thought about what happens to your bank account when you die? If you are the sole account owner and don’t have a Will, there’s going to be a problem. Sole Account Owner – Access Denied “A bank account in an individual’s name alone will require a court order to access it,” explains […]
What Does It Mean to Give Power of Attorney?
When you give Power of Attorney, you are granting a person the authority to make financial decisions on your behalf. The Power of Attorney can manage your financial, legal, and property matters, depending upon how much authority you give your agent. Also, your agent’s authority can begin immediately or start on a certain date. How […]
Estate Planning: Your Guide to Get Started, Conversations to Have, and More
It’s easy to get caught up in the day to day. After all, we spend our entire lives caring for the people we love. And, when it comes to family planning, we want to make sure they have everything they need. According to the AARP, today more than half of the adults in the country […]
The Ultimate Guide for Including a Power of Attorney in Your Estate Plan
An important feature of an estate plan is that it protects your assets and your wishes in the event that something happens to you. While a Will or Trust determines how your assets will be handled if you die, documents like a Health Care Proxy or Power of Attorney control how your health care and […]
How COVID-19 Has Changed Estate Planning and The Need For It
As we come to the end of 2020 and approach the new year, it is an opportunity to reflect on our current estate plan and consider what changes (if any) we need to make, to be sure our choices are followed and our loved ones will be fully protected if something happens to us. Certainly […]
Estate Planning and Charitable Donations
Watch the Webinar If you regularly donate to your church or favorite charity, you may be considering gifting a part of your estate when you pass. As part of your Estate Plan, you can specify what, who, and how much when it comes to charitable donations. Three Legal Documents Power of Attorney, a Will, and […]