
Estate Planning and Charitable Donations
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

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

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
