PODCAST-Identity in Legacy
May 10, 2024
Join us today as Jacob Murphy is joined by Tricia Montalvo Timm. Tricia is a first-generation Latina Board Director, Investor and Author of best seller
Tag: Estate Planning
Comprehensive Guide to Estate Planning and Caring for Your Aging Mother
May 9, 2024
Caring for an aging mother is a responsibility that involves both emotional support and careful planning. As your mom grows older, it’s crucial to discuss
Essential Guide: How to Write a Will When Expecting a Baby
May 8, 2024
Welcoming a baby into the world is a monumental event that brings joy and also the responsibility to plan for the future, highlighting the significance
Caring for Mom with Confidence: Estate Planning & Beyond
May 8, 2024
Today’s topic is close to all our hearts: caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves
PODCAST-The Founding of Gentreo: Why we are Here
May 3, 2024
Join host Jacob Murphy as he talks with the founders of Gentreo, Julie and Renee Fry. The Fry sisters dive into their experience with traditional
PODCAST-Supporting Success, Successful Support
May 2, 2024
Join us as we sit down with Brickson Diamond, a leadership advisor who currently serves on the boards of Tides, Cooper Union, the Blackhouse Foundation
PODCAST-Memories, the Intangible Legacy
April 30, 2024
Join us today as we are joined by Charlie Greene. Charlie is the founder and CEO of Remento – a product that helps families turn
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
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.
