The 10 Step Process to Protect You and All You Love
September 12, 2022
The times have changed, and so has estate planning. Below you will find helpful insights into what estate planning is, and discover Gentreo’s online digital
Category: Legacy Planning
Planning Your Financial Future? Don’t Skip Estate Planning
March 31, 2022
A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance, and investments. There is a glaring oversight
Gentreo’s 5-Step Estate Planning Checklist for Digital Assets
December 19, 2021
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
The Emotional Side of Estate Planning
December 6, 2021
When anyone mentions estate planning, most people think about the paperwork involved, compiling assets, and deciding on beneficiaries. While very important, some may consider it
Webinar: Leave Your Legacy, Not a Mess
October 11, 2021
July 21st, 2022 at 2pm ET When you leave this earth, you want to leave a legacy, not a mess for your loved ones to
Make Your Digital Legacy Plan in 5 Easy Steps
September 19, 2021
So much of our life is spent online. We have our pictures, social media posts, blogs, email, and bank accounts. Ever wonder what happens to
The Talk: Discussing End-of-Life Planning with Your Parents and Loved Ones
August 11, 2021
One of the most difficult talks you can have with loved ones is about death. As tough as it may be, discussing end-of-life planning with
How to Use a Social Security Calculator for Estate Planning
July 22, 2021
Most people rely on Social Security for their retirement years as an additional benefit to their pension or retirement income. Determining when you are eligible
How Apple and Facebook Bridge the Gap in Digital Legacy Planning
July 19, 2021
Have you ever thought about what happens to the pictures and information stored on your smartphone and posted on social media accounts after you die?
