Traveling this Summer? Important Things to Do Before You Go
May 13, 2021 No Comments
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
Tag: Wills
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Your Guide to Probate: All You Need to Know
April 7, 2021 No Comments
Unfortunately, most of us will have to go through the probate process at some point in our lives. Whether you are to be the beneficiary
What Happens to Your Bank Account When You Die?
April 3, 2021 No Comments
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
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
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.
