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,
Category: Trusts
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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
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.
Funding Your Trust
September 24, 2020 No Comments
The creation of the Trust document is just the beginning of the Trust process. A Gentreo Trust agreement is originally funded with $10.00. However, once
