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
The times have changed, and so has estate planning. Below you will find helpful insights into what estate planning is, and discover Gentreo’s online digital estate planning solution that makes estate planning simple, fast and
A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets to a loved one upon your passing. Various components make up a Trust and we’re going to
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.
Do you own property in another state or in another country? Is it included in your Will or Trust so it would go to those of your choosing when you die? If so, you’re all
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.
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 of an estate plan, may provide some tax savings to
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