Guide: How to Protect Your Pet With Your Estate Plan
April 30, 2021 No Comments
We love our pets like family, and they rely on us for their care and wellbeing. But we cannot always be there for our pets;
Category: Trusts
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How the SECURE Act May Affect Your Estate Plan
April 27, 2021 No Comments
The Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act, which went into effect in 2020, has far-reaching impacts on retirement
What is a Pet Trust and How Does It Work?
April 13, 2021 No Comments
Most everyone knows what a Trust is – a legal way of holding property or funds for a beneficiary. Did you know there is a
How Much Should a Revocable Living Trust cost?
March 6, 2021 No Comments
A Revocable Living Trust allows you to set aside and manage assets while you are alive, and when you pass, those assets are transferred to
Living Will vs. Living Trust
February 9, 2021 No Comments
Most everyone knows about Wills and Trusts – two distinct estate planning documents. When it comes to a Living Will and a Living Trust, however,
Understanding Different Types of Trusts and Why You Might Need One
January 25, 2021 No Comments
A Trust is a legal document that allows funds and other assets to be legally held by a third party on your behalf. Trusts are
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
