Successor Trustee Duties When the Grantor is Incapacitated
November 19, 2024
Becoming a successor trustee is a responsibility many don’t expect to handle until they need to step in. It’s a role of trust, care, and
Category: Trusts
Gentreo Has Your Back Through Life’s Inflection Points
September 30, 2024
One of the most important but often forgotten steps to take in one’s financial life is to do estate planning. At Gentreo, a leading online
Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home
September 30, 2024
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
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
September 30, 2024
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
Gentreo Life Events: How to Update Your Estate Plan After Divorce
September 30, 2024
Dealing with a divorce is never an easy process. This life event is a lot to handle, and at Gentreo we understand that it can
Gentreo Life Events: Why You Should Update Your Documents After a Death in the Family
September 30, 2024
Whether it is expected or not, dealing with a death in the family is never an easy process. This life event is a lot to
Estate Planning 101: The Documents You Need & Why
September 25, 2024
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
Comparing a Will-Based Estate Plan and a Revocable Living Trust-Based Estate Plan
September 25, 2024
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
Will vs. Trust: What’s the Difference? Which One is Right for You?
September 18, 2024
Estate planning is one of the most important steps you can take to secure your legacy and ensure your loved ones are provided for after
The Ins and Outs of Creating an Online Trust
September 16, 2024
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
