Ensuring People Know You Have a Will or Trust—and How Gentreo Can Help
February 20, 2025
Creating a will or trust is one of the most important steps in estate planning, but it’s just as critical to ensure that the right
Tag: Trust
How to Open a Trust Checking Account
January 29, 2025
A trust checking account is an essential tool for managing the finances and assets of a trust. Whether you’ve created a living trust to protect
Transferring a Property with a Mortgage in a Trust
September 6, 2024
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
Estate Planning for Digital Currency – A Guide for Investors
February 3, 2023
Digital currencies, also known as cryptocurrencies, have become increasingly popular over the past few years, and for many investors, these assets have become an integral
Breaking Down the Different Parts of a Trust
April 16, 2022
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.
Checklist: How to Create Your Living Revocable Trust with Gentreo
March 23, 2022
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
Gentreo Life Events: What to Do When You Move to a New State
March 11, 2022
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
Considering Who to Choose as Beneficiary of Your Estate
February 10, 2022
Choosing a beneficiary is an important decision that should not be taken lightly. A beneficiary is the person or entity who receives the benefits from
Out-of-State Assets and Your Estate Plan
December 10, 2021
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
The Tax Implications of Creating a Trust
November 24, 2021
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
