Why Small Business Owners Need a Succession Plan
December 18, 2024
Small businesses are the backbone of the economy, yet many owners fail to plan for the future of their enterprises. Succession planning is an often-overlooked
Tag: Legacy Planning
A Comprehensive Guide to Trust and Wills with Gentreo
July 18, 2024
Life is unpredictable, and it’s crucial to plan ahead to ensure your assets and wishes are honored after you’re gone. Gentreo, www.gentreo.com, the leading online
How to Write a Legacy Letter: A Guide to Leaving a Lasting Impact
July 16, 2024
This guide will walk you through the process of creating a meaningful legacy letter, ensuring your legacy is remembered in a deeply personal way.
What is a Legacy Contact and Why You Need One
July 16, 2024
In today’s digital age, our lives are intertwined with the internet more than ever before. From social media profiles to online banking, our digital footprint
The Essential Guide to Estate Planning in 2024: Securing Your Legacy
July 9, 2024
Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy or the elderly; it’s a crucial process
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
A Comprehensive Living Legacy: Estate Planning Beyond Death
March 25, 2024
Estate planning often conjures images of wills, trusts, and posthumous arrangements. While these components are indeed vital, estate planning is not just about what happens
A Comprehensive Guide to Living Trusts: Preserving Your Legacy and Protecting Your Loved Ones
October 6, 2023
When it comes to estate planning, one tool that often stands out for its flexibility is the living trust. A living trust, also known as
Simplify Your Estate Planning: A Comprehensive Guide
October 6, 2023
Estate planning is a crucial aspect of financial management that many people tend to overlook but most everyone needs. It involves making decisions about your
Safeguarding Your Legacy: Women’s Guide to Estate Planning
September 29, 2023
Introduction Estate planning is a powerful tool that allows individuals to protect their assets, provide for their loved ones, and leave a lasting legacy. For
