The times have changed, and so has estate planning. Below you will find helpful insight into what estate planning is, and discover Gentreo’s online digital estate planning solution that makes estate planning simple, fast and
Living Trust Resources
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 when most people plan for their financial future: an estate
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 oversight of a Trustee. Creating and funding a Trust helps
There’s a lot to do when you move to a new state: Finding a new job, buying a new home, getting your kids into a new school. The last thing you may think about is
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 you upon their passing is pretty much a cut-and-dry process.
Not all estate plans are cut and dry. Family dynamics and life changing events have a direct impact on how estate planning documents are crafted and whether they cover all of your assets and wishes.
Buying a new home is a very significant and exciting life event. Whether it is your first home, or if you are selling your old home and moving somewhere new, there are a lot of