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
Category: Trusts
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
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
Why You Should Consider a Trust
September 16, 2024
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
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
Why Everyone Over Age 18 Needs an Estate Plan
August 30, 2024
Did you know that 80% of Americans do not have an estate plan? It’s a shocking fact. Likely this is because most people do not
