Building Generational Wealth: Defining Your Legacy
December 12, 2022
Building wealth is an important part of securing your financial future and ensuring that you can live the life you want. However, building wealth is
Category: Trusts
Estate Planning for New Parents
December 9, 2022
Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if you and your spouse pass
Breaking Down the Different Parts of a Trust
April 16, 2022
A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets to a loved one upon your passing.
Planning Your Financial Future? Don’t Skip Estate Planning
March 31, 2022
A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance, and investments. There is a glaring oversight
Checklist: How to Create Your Pet Trust with Gentreo
March 24, 2022
A Pet Trust is an easy way to ensure that your pet will have a permanent caregiver, and to provide the financial resources to care
Checklist: How to Create Your Living Revocable Trust with Gentreo
March 23, 2022
A Trust is a legal relationship that centers on a document where you transfer the legal ownership of your assets to the trust, under the
Conservatorship vs. Guardianship: What’s the Difference?
March 15, 2022
Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator and the person who is under their
What Should I Do with My Old Estate Planning Documents?
February 17, 2022
We never know what life has in store for us: marriage, a new baby, divorce, moving to a new state. As your life changes, so
Inheriting Your Parents’ Home When You Have Siblings
February 9, 2022
If you are named as a beneficiary for your parents’ home in their Last Will and Testament or Trust, the transfer of the home to
Estate Planning for Special Needs Children
December 21, 2021
We always want the best for our children; making sure they have the right foundation before heading off on their own life’s journey. But if