Last Will & Testament vs. Living Will: What’s the Difference?
February 3, 2021 No Comments
Since they share similar names, there is often confusion about the difference between a Will and a Living Will. They are both important estate planning
Tag: Wills
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Questions You Need to Ask and Answer When Creating a Will
January 18, 2021 No Comments
Too many people fail to realize the importance of creating a proper Last Will and Testament. It is simply not enough to download a generic
Estate Planning: Your Guide to Get Started, Conversations to Have, and More
January 12, 2021 No Comments
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,
How to Talk with Your Family About Estate Planning
December 9, 2020 No Comments
Do your parents have a Will or Health Care Proxy? Would you or your siblings know where to find your parents’ important estate planning documents
Estate Planning 101: The Documents You Need & Why
December 4, 2020 No Comments
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
Estate Planning and Charitable Donations
December 3, 2020 No Comments
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
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
November 9, 2020 No Comments
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.
Comparing a Will-Based Estate Plan and a Revocable Living Trust-Based Estate Plan
October 27, 2020 No Comments
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and the amount of assets you
The Importance of Ownership in Estate Planning
October 24, 2020 No Comments
When creating your Estate Plan, an often overlooked but critical element is to make an inventory of what you own and how you own it.
You Have Been Named Executor of Your Sister’s Will – What Do You Have To Do and When?
September 26, 2019 No Comments
Being elected as an executor of an individual’s Will is an important responsibility. Administering a Will can be time-consuming, and it requires strict adherence to
