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.
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and
One of the most important but often forgotten steps to take in one’s financial life is to do estate planning. At Gentreo, a leading online
Buying a new home is a very significant and exciting life event. Whether it is your first home, or if you are selling your old
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
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
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
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 is one of the most important steps you can take to secure your legacy and ensure your loved ones are provided for after
A “Trust” is a legal entity created by a settlor (also known as a grantor) that owns or “holds” assets under the authority of a