Gentreo Life Events: How to Update Your Estate Plan When You Get Married
Getting married is an amazing life event which brings forth a lot of changes. Between wedding planning, the honeymoon, and establishing your new life together, it can be easy to overlook some important steps that you need to take when getting married. One of the most important steps that should be taken when you get […]
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
Bringing a child into the world is an incredibly exciting life event, however there are so many things that must be arranged and prepared in order to properly care for your new child. Between baby-proofing the house, buying diapers and other necessary supplies, and adjusting to the parent lifestyle, some very important steps can be […]
Gentreo Life Events: How to Update Your Estate Plan After Divorce
Dealing with a divorce is never an easy process. This life event is a lot to handle, and at Gentreo we understand that it can be an emotionally difficult time for you and your loved ones. Between legal discussions, family complications, and adjusting your life to the new changes, it can be easy to forget […]
Gentreo Life Events: Why You Should Update Your Documents After a Death in the Family
Whether it is expected or not, dealing with a death in the family is never an easy process. This life event is a lot to handle, and at Gentreo we understand that it can be an emotionally difficult time for you and your loved ones. Between funeral arrangements, coordinating with family and loved ones, and […]
Estate Planning 101: The Documents You Need & Why
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 is a bit more involved than that. Estate planning is a series of legal documents that clearly spell out your wishes when you pass away or cannot make decisions for […]
Will vs. Trust: What’s the Difference? Which One is Right for You?
Estate planning is one of the most important steps you can take to secure your legacy and ensure your loved ones are provided for after your passing. However, deciding whether to create a will or a trust can feel overwhelming. While both documents serve to distribute your assets and fulfill your wishes, the way they […]
Autumn is a Perfect Time to Review Your Estate Plan
As autumn arrives, the changing colors of the leaves offer a natural opportunity for reflection. The season’s transitions serve as a reminder of life’s inevitable changes and the importance of being prepared for the future. While estate planning is often associated with later stages of life, it’s a crucial task for adults at any age. […]
Why Everyone Over Age 18 Needs an Estate Plan
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not realize how important it is to have an estate plan in place should the unexpected – or even the expected – occur. If you are over 18, you need an […]
How to Find Out If Someone Left You Money When They Died
There could be some money out there with your name on it. The funds could be unclaimed money from a deceased relative or someone may have named you in their Will. We’re going to explore how to find out if someone left you money when they died. Unclaimed Money According to SmartAsset, there is $49 […]
How to Find Out If Someone Left You Money in Their Will and Other Places to Find Unclaimed Money 2024
Losing a loved one is a difficult and emotional experience. In the midst of grieving, you may also wonder if your relative or friend left you money in their will. It can feel uncomfortable to bring up such a sensitive topic with the immediate family, but it’s natural to have questions. In this article, we’ll […]