Funding a Trust in 2025: A Comprehensive Guide to Protecting Your Assets and Legacy
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Comparing a Will-Based Estate Plan and a Revocable Living Trust-Based Estate Plan
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 have. An estate plan should include a Health Care Proxy with advance directives about end of life planning–if that is your choice–and a financial Power of Attorney. Your estate plan […]
Gentreo Guide: Talking To Your Family About Estate Planning During the Holidays
The holidays are an excellent time to talk to your family about your wishes and prepare your family for any curveballs life throws at you. We’ve prepared a comprehensive guide to help you navigate important family conversations about estate planning. Gentreo makes it easy for you to create a custom, comprehensive estate plan and we […]
Gentreo Life Events: How to Update Your Estate Plan When You Buy a Home
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 home and moving somewhere new, there are a lot of things that need to be handled throughout the process. Between transporting your belongings, signing paperwork, and handling finances, it is […]
Gentreo Life Events: How to Update Your Estate Plan When You Have a Baby
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 order to properly care for your new child. Between baby-proofing the house, buying diapers and other necessary supplies, and adjusting to the parent lifestyle, some very important steps can be […]
Estate Planning 101: The Documents You Need & Why
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 is a bit more involved than that. Estate planning is a series of legal documents that clearly spell out your wishes when you pass away or cannot make decisions for […]
How Often Should Estate Planning Documents Like Wills or Trusts Be Updated?
The question then becomes, how often should one change or update living documents such as Wills or revocable Trusts or other documents related to estate planning?
The Ins and Outs of Creating an Online Trust
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 person, called the Trustee, for the benefit of a third person, who is called the beneficiary. For a Revocable Living Trust – the type of Trust you will be creating […]
Why You Should Consider a Trust
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 for planning how to take care of your estate and your loved ones. Here are some reasons why you should consider setting up a trust, and some reasons not to. […]
Transferring a Property with a Mortgage in a Trust
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 used in estate planning is a trust, which allows you to transfer ownership of your assets to beneficiaries while potentially avoiding probate and often providing more control over how your […]