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 new school. The last thing you may think about is
If you are named as a beneficiary for your parents’ home in their Last Will and Testament or Trust, the transfer of the home to you upon their passing is pretty much a cut-and-dry process.
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 of your choosing when you die? If so, you’re all
Not all estate plans are cut and dry. Family dynamics and life changing events have a direct impact on how estate planning documents are crafted and whether they cover all of your assets and wishes.
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 of an estate plan, may provide some tax savings to
Many people think you need to own a mansion or have a ton of money to have a Trust. Not so. Regardless of the size of your home or bank account, you can create a
Creating an estate plan can be daunting. There is so much to consider: taking stock of your assets, deciding who inherits what, choosing responsible people to carry out your wishes. But it doesn’t have to
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 accounts and taxes. The SECURE Act may also affect your
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 beneficiaries without going through the probate process. While a Living
Most everyone knows about Wills and Trusts – two distinct estate planning documents. When it comes to a Living Will and a Living Trust, however, their functions may be blurred. These also serve particular roles:
Gentreo Inc.
PO Box 31
Quincy, MA 02171
(617) 804-1451
Disclaimer: Gentreo™ is not a law firm or a substitute for a law firm or attorney or an attorney’s advice. Gentreo provides self-help services at your specific direction. Gentreo cannot provide any kind of legal advice, explanation, opinion or recommendations. Therefore, communication between you and Gentreo is not protected by attorney-client privilege or as attorney work product but that communication is protected by our Privacy Policy. Your access to the website is subject to our Terms of Service.
©2025 Gentreo, Inc. All rights reserved. Terms – Privacy Policy
