The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you. We’ve prepared a comprehensive guide to help you navigate important
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and the amount of assets you have. An Estate Plan should include a Health Care Proxy
When creating your Estate Plan, an often overlooked but critical element is to make an inventory of what you own and how you own it. What does that mean? Sometimes you do not own all
The creation of the Trust document is just the beginning of the Trust process. A Gentreo Trust agreement is originally funded with $10.00. However, once you have created your Trust, you need to fund it
Most people create a trust in order to adequately protect their estates so it lives on after the asset owner dies. In some instances, a trust might be a good idea, but in other instances, a Last Will and Testament might be sufficient.
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
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