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 what, who, and how much when it comes to charitable donations. Three Legal Documents Power of Attorney, a Will, and […]
The Importance of Ownership in Estate Planning
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 your assets individually, and sometimes you own them jointly with a spouse or someone else. With some assets, you may […]
Funding Your Trust
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 with whatever other assets you want to be held in Trust. For example, if you want to transfer your bank […]