Category: Trusts

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

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

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

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

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

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

September 25, 2024

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

September 18, 2024

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

September 16, 2024

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

September 16, 2024

Like most people, you probably don’t have a trust set up. But trusts have been around for hundreds of years. Trusts can be useful tools

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