PODCAST-The Power of Planning
April 30, 2024
Chris Shea is a financial advisor with BPS Financial Services here to share his story about his family and the challenges of planning. The only
Category: Estate Planning
PODCAST-Exit Velocity: When Life Takes Off
April 30, 2024
In this episode of the Gentreo podcast we speak with Vin Bisceglia, a family man and successful entrepreneur in the space and satellite industry. Vin
The Advantages of Online Estate Planning: A Modern Approach to Securing Your Legacy
April 30, 2024
In an age where convenience and efficiency are paramount, traditional methods of estate planning are being revolutionized by the advent of online tools and services.
PODCAST-Real Life Events and why an estate plan is crucial
April 29, 2024
Today Jake Murphy sat down with Gentreo’s CFO Jon Quick, and listened to his experience with estate planning. Jon offers some amazing insights into what it is truly like to go through real life events and how an estate plan is so crucial to have in place.
PODCAST-What is estate planning and why is it important
April 25, 2024
What is estate planning and why is it important podcast hosted by Gentreo
Maximizing Your Legacy: The Importance of Inheritance Planning and Estate Planning
April 10, 2024
Peace of mind for you, security for your loved ones. Inheritance planning and estate planning are often used interchangeably, but they address distinct aspects of
The Prudent Path to Wealth Management: Setting Up a Trust for Your Lottery Winnings
April 8, 2024
Winning the lottery is a transformative experience that brings with it not just excitement and joy, but also significant financial responsibility. To navigate this new
The Talk: Initiating Estate Planning Discussions with Your Parents
March 29, 2024
The dinner table isn’t typically the venue for discussions about mortality. Yet, broaching the topic of estate planning with your parents is a crucial conversation,
The Profound Effect of Parenthood on Estate Planning: A Guide to Securing Your Children’s Future
March 29, 2024
The joy of welcoming a child into the world comes with a myriad of responsibilities—one of the foremost being securing their future. Estate planning, often
Understanding Estate Planning for Single Individuals
March 29, 2024
Estate planning isn’t just about what happens to your belongings after you’re gone. It’s about taking control of your future, both while you’re alive and
