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
Author: The Gentreo Team
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
PODCAST-Happiness in Hard Work: The Passion Hypothesis
May 17, 2024
Join Jacob as he is joined by Adam Spector, a father, partner, multi-time business founder and investor.
In this week’s episode Jake and Adam discuss finding joy and balance between life and career. Is it better to love what you do from the start, or become so good at something that you can’t help but derive joy and passion from it? Adam helps us to explore legacy and the hard work that needs to be done now to preserve it. We will discuss the sacrifices and choices made every day by families and individuals looking to achieve this balance and find out exactly why there is freedom found in hard work.
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
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
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
