Guide: How to Protect Your Pet With Your Estate Plan
April 30, 2021
We love our pets like family, and they rely on us for their care and wellbeing. But we cannot always be there for our pets;
Category: Trusts
How the SECURE Act May Affect Your Estate Plan
April 27, 2021
The Setting Every Community Up for Retirement Enhancement Act, known as the SECURE Act, which went into effect in 2020, has far-reaching impacts on retirement
What is a Pet Trust and How Does It Work?
April 13, 2021
Most everyone knows what a Trust is – a legal way of holding property or funds for a beneficiary. Did you know there is a
How Much Should a Revocable Living Trust cost?
March 6, 2021
A Revocable Living Trust allows you to set aside and manage assets while you are alive, and when you pass, those assets are transferred to
Living Will vs. Living Trust
February 9, 2021
Most everyone knows about Wills and Trusts – two distinct estate planning documents. When it comes to a Living Will and a Living Trust, however,
Understanding Different Types of Trusts and Why You Might Need One
January 25, 2021
A Trust is a legal document that allows funds and other assets to be legally held by a third party on your behalf. Trusts are
Estate Planning and Charitable Donations
December 3, 2020
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
The Importance of Ownership in Estate Planning
October 24, 2020
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.
Funding Your Trust
September 24, 2020
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
