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
Watch the Webinar If you regularly donate to your church or favorite charity, you may be considering gifting a part of your estate when you pass. As part of your Estate Plan, you can specify
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
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
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
There are pros and cons to having a will-based estate plan but for the average American family a will-based plan is suitable and appropriate
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.
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