Building Blocks: Trust and Will Preparation
December 19, 2024
The Importance of Estate Planning When it comes to planning our futures, few things are as important as ensuring that our assets and loved ones
Category: Trusts
Comparing a Will-Based Estate Plan and a Revocable Living Trust-Based Estate Plan
December 19, 2024
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 Trusts and Wills in the United States
December 19, 2024
Trusts and wills are fundamental legal instruments in the United States, playing pivotal roles in ensuring the orderly transfer of assets and the protection of
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
November 26, 2024
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.
Successor Trustee Duties When the Grantor is Incapacitated
November 19, 2024
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
Gentreo Has Your Back Through Life’s Inflection Points
September 30, 2024
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
Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home
September 30, 2024
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
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
September 30, 2024
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
Gentreo Life Events: How to Update Your Estate Plan After Divorce
September 30, 2024
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
Gentreo Life Events: Why You Should Update Your Documents After a Death in the Family
September 30, 2024
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