Funding a Trust in 2025: A Comprehensive Guide to Protecting Your Assets and Legacy
January 3, 2025
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Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Living Trust Resources
Comparing a Will-Based Estate Plan and a Revocable Living Trust-Based Estate Plan
December 19, 2024
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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
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
November 26, 2024
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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
Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home
September 30, 2024
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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
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
September 30, 2024
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Bringing a child into the world is an incredibly exciting life event, however there are so many things that must be arranged and prepared in order to properly care for your new child. Between baby-proofing
Estate Planning 101: The Documents You Need & Why
September 25, 2024
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Most people have the vague idea that estate planning is about passing on one’s assets to loved ones when we die. This is true, but is a bit more involved than that. Estate planning is
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
September 17, 2024
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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?
The Ins and Outs of Creating an Online Trust
September 16, 2024
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A “Trust” is a legal entity created by a settlor (also known as a grantor) that owns or “holds” assets under the authority of a person, called the Trustee, for the benefit of a third
Why You Should Consider a Trust
September 16, 2024
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Like most people, you probably don’t have a trust set up. But trusts have been around for hundreds of years. Trusts can be useful tools for planning how to take care of your estate and
Transferring a Property with a Mortgage in a Trust
September 6, 2024
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Estate planning is a critical tool for ensuring that your assets are managed and distributed according to your wishes. One of the most common tools used in estate planning is a trust, which allows you
