The Tax Implications of Creating a Trust
November 24, 2021
Taxes. You can’t turn around without being taxed for something. We’re always looking for ways to avoid paying them. Having a Trust, a key component
Tag: Estate Planning
Avoid These 7 Pitfalls of Estate Planning
November 19, 2021
Getting your estate plan in order can be a complicated process, that’s why Gentreo is here to help. Gentreo simplifies the process and helps you
Don’t Have a Printer at Home? How to Make Your Estate Planning Documents Official
November 13, 2021
When creating your estate planning documents, such as a Will, Living Trust, or Power of Attorney, you need to make sure that they meet the
A Comprehensive Guide of the Probate Process
November 11, 2021
Maybe you have heard about probate, but few people really understand the process. If you are an Executor – or Personal Representative – of a
Can I Leave Money to My Pet in My Will?
November 9, 2021
We think of our pets as members of our family. They bring us so much joy and love; why wouldn’t we? As with any family
How the COVID-19 Pandemic Has Impacted Estate Planning
November 1, 2021
The number of young adults with a will increased by 63% since 2020, and nearly 1 out of 2 young people were prompted to do
UPCOMING Employer Webinar: Attract & Retain Talent with an Affordable New Benefit Offering
October 14, 2021
REGISTER FOR THE WEBINAR July 14th, 2022 at 2pm ET As employees push for more flexible working options and expanded benefit offerings, your HR team
UPCOMING Webinar: How Financial Planners Can Build Lifelong Client Relationships
October 14, 2021
REGISTER FOR THE WEBINAR October 13th, 2022 at 2pm ET It can be a challenge for financial planners and other service professionals in this industry
Webinar: How Nonprofits Can Increase Donations with Estate Planning
October 14, 2021
WATCH THE WEBINAR Your nonprofit relies on ongoing donations to drive your mission forward. By offering your donors and/or members an estate planning solution, you
Employer Webinar: Estate Planning as an Affordable Employee Benefit
October 14, 2021
WATCH THE WEBINAR In the wake of the COVID-19 Pandemic, employees expect more from their employers. Watch this FREE HR webinar to discuss learn more
