The Importance of Updating Your Estate Plan Regularly

Update your financial plan as your life progresses

Discover the importance of updating your estate plan regularly to ensure your assets are distributed according to your wishes. Learn why staying up-to-date, complying with regulations, reflecting current wishes, and avoiding disputes are crucial in estate planning.

Estate Planning for Digital Currency – A Guide for Investors

Protect your Digital Assets

Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral part of their financial portfolios. But, like any other valuable asset, it’s important to consider what will happen to your digital currencies when you die. This is where estate planning […]

Common Online Will Mistakes to Avoid

Common online will mistakes to avoid and how Gentreo can help

An online will is a document that outlines your last wishes and instructions for the distribution of your assets after death. It is a popular option for people who want a simple and convenient way to create their will without the need for an attorney. However, it is important to be aware of the common […]

Witnesses to a Will: How to Make a Will Valid

people gathered around a table to sign and witness a will

Most legal documents require a signature to make them valid. Once they are signed, they’re good to go. When you sign a Will, usually you need at least two adult witnesses and a notary must be present to actually watch you sign the document so it will be easily admitted to probate.  This is called […]

Planning Your Financial Future? Don’t Skip Estate Planning

asian couple talks with estate planning expert at a kitchen table

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 […]