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Comparing a Will-Based Estate Plan and a Revocable Living Trust-Based Estate Plan
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and…
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The Importance of Trusts and Wills in the United States
Trusts and wills are fundamental legal instruments in the United States, playing pivotal roles in ensuring the orderly transfer of…
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Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any…
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Successor Trustee Duties When the Grantor is Incapacitated
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a…
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Gentreo Has Your Back Through Life’s Inflection Points
One of the most important but often forgotten steps to take in one's financial life is to do estate planning.…
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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, or if…
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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 that must…
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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 at Gentreo…
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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. This life…
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