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Category: Trusts

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Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home

Buying a new home is a very significant and exciting life event. Whether it is your first home,

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Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby

Bringing a child into the world is an incredibly exciting life event, however there are so many things

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Gentreo Life Events: How to Update Your Estate Plan After Divorce

Dealing with a divorce is never an easy process. This life event is a lot to handle, and

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Gentreo Life Events: Why You Should Update Your Documents After a Death in the Family

Whether it is expected or not, dealing with a death in the family is never an easy process.

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Estate Planning 101: The Documents You Need & Why

Most people have the vague idea that estate planning is about passing on one’s assets to loved ones

Will vs. Trust: What’s the Difference? Which One is Right for You?

Estate planning is one of the most important steps you can take to secure your legacy and ensure

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The Ins and Outs of Creating an Online Trust

A “Trust” is a legal entity created by a settlor (also known as a grantor) that owns or

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Why You Should Consider a Trust

Like most people, you probably don’t have a trust set up. But trusts have been around for hundreds

Transferring a Property with a Mortgage in a Trust

Estate planning is a critical tool for ensuring that your assets are managed and distributed according to your

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Why Everyone Over Age 18 Needs an Estate Plan

Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely