What to Do When a Loved One Dies & How to Prepare
May 24, 2024
The death of a loved one is an extremely difficult thing to experience. Although most of us will go through the grief that comes from
Tag: Estate Planning
Gentreo’s 5-Step Estate Planning Checklist for Digital Assets
May 24, 2024
The metaverse represents the next iteration of the internet. As more people engage in this next phase of the digital economy, buying and selling digital
PODCAST-A Talk With my Dad About Estate Planning
May 23, 2024
In this week’s very special episode, Jacob sits down and and has a conversation about estate planning with his father Raymond Murphy. We discuss how Raymond’s experience with estate planning has changed over the course of his years as a lawyer and as Jacob’s father.
We discuss the importance of what an estate plan means in regards to respecting one’s legacy and the value and ease of a tool like Gentreo being used from everything from simple travel all the way to charitable donations after you pass.
Estate Planning for Blended Families
May 23, 2024
Blending families brings together unique joys and challenges, and when it comes to estate planning, there’s an extra layer of complexity to consider. In this
Understanding the Importance of Trusts and Wills
May 21, 2024
When it comes to estate planning, trusts and wills are two essential legal documents that allow you to secure your legacy and ensure your assets
How do I choose between revocable and irrevocable trusts?
May 21, 2024
Understanding the key distinctions between revocable and irrevocable trusts is crucial to shaping a robust estate plan that aligns with your personal goals and needs.
What is Estate Planning 2024
May 20, 2024
Estate planning is an essential process that every individual should consider, yet it is often overlooked until it becomes urgent. At its core, estate planning
Mastering Estate Planning in 2024: A Comprehensive Guide
May 20, 2024
What is Estate Planning? Organizing your affairs to prepare for life’s inevitable conclusion is an essential task, and estate planning encompasses far more than simply
Putting a Home in a Living Trust
May 14, 2024
As a homeowner, estate planning is likely something you’ve thought about—perhaps you’ve even discussed it with family members. But when it comes to protecting your
VIDEO-Caring for Mom
May 10, 2024
Caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves two key things: emotional support and planning for
