Putting a Home in a Living Trust
May 14, 2024
As a homeowner, estate planning is likely something you’ve thought about—perhaps you’ve even discussed it with family members. But when it comes to protecting your
Category: Trusts
PODCAST-What is estate planning and why is it important
April 25, 2024
What is estate planning and why is it important podcast hosted by Gentreo
I won the lottery. Should I set up a trust for my wealth?
April 8, 2024
Setting up a trust for your newfound wealth can be a prudent step, especially considering the significant financial windfall from winning the lottery. Evaluating whether a trust
The Benefits of a Living Trust
March 8, 2024
A living trust is a type of trust that is created and funded during the grantor’s lifetime. It is a flexible and useful estate planning
A Trust versus A Will: What’s the Difference?
March 6, 2024
Trusts and wills are two of the most common estate planning documents used to provide for a family’s long-term financial security. Though superficially similar, they
Inheritance: The ABCs of Trusts and Wills
February 27, 2024
Understanding the Importance of Estate Planning Estate planning is an essential part of financial management and helping ensure that your assets are protected and transferred
Choosing a Trustee for Your Living Trust
January 31, 2024
Are you in the process of setting up a living trust? One of the most important decisions you’ll need to make is choosing a trustee.
Crafting Your Future: The ABCs of Trusts and Wills
January 19, 2024
Crafting Your Future: The ABCs of Trusts and Wills Understanding trusts and willsPlanning for the future can often feel daunting, especially when it comes to
Estate Planning Essentials: Trusts and Wills Demystified
January 19, 2024
Estate Planning Essentials: Trusts and Wills DemystifiedAre you confused about the difference between trusts and wills when it comes to estate planning? You’re not alone.
Your Legacy, Your Way: Crafting Trusts and Wills with Purpose
January 12, 2024
Your legacy is more than just the assets you leave behind. For many of us, it’s about the impact we make and the values we