Category: Trusts

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ArticlesTrusts

Breaking Down the Different Parts of a Trust

A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets

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ArticlesEldercare Planning and OrganizationFinancial PlanningLegacy PlanningPower of AttorneyTrustsWills

Planning Your Financial Future? Don’t Skip Estate Planning

A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance,

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Checklist: How to Create Your Pet Trust with Gentreo

A Pet Trust is an easy way to ensure that your pet will have a permanent caregiver, and

ChecklistsTrusts

Checklist: How to Create Your Living Revocable Trust with Gentreo

A Trust is a legal relationship that centers on a document where you transfer the legal ownership of

ArticlesEldercare Planning and OrganizationEmergency PlanningEstate TaxFinancial PlanningLegacy PlanningPower of AttorneyTrustsWills

Conservatorship vs. Guardianship: What’s the Difference?

Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator

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ArticlesHealth Care ProxyLife EventsPower of AttorneyTrustsWills

What Should I Do with My Old Estate Planning Documents?

We never know what life has in store for us: marriage, a new baby, divorce, moving to a

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ArticlesTrustsWills

Inheriting Your Parents’ Home When You Have Siblings

If you are named as a beneficiary for your parents’ home in their Last Will and Testament or

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ArticlesEmergency PlanningHealth Care ProxyPower of AttorneyTrustsWills

Estate Planning for Special Needs Children

We always want the best for our children; making sure they have the right foundation before heading off

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ArticlesEstate TaxProbateTrustsWills

Out-of-State Assets and Your Estate Plan

Do you own property in another state or in another country? Is it included in your Will or

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ArticlesEstate TaxTrusts

The Tax Implications of Creating a Trust

Taxes. You can’t turn around without being taxed for something. We’re always looking for ways to avoid paying