Gentreo’s 5-Step Estate Planning Checklist for Digital Assets

bitcoin tax sheet with computer

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 assets like cryptocurrency and non-fungible tokens (NFTs), experts are saying the metaverse may be a $10 trillion to $30 trillion opportunity in the next 10 to 15 years. While much […]

Unlocking the Power of Digital Assets: Why You Need to Save and Share Them

In today’s digital age, our lives are increasingly intertwined with technology. From photos and documents to music and financial accounts, much of our valuable information and assets exist in digital form. Yet, many people overlook the importance of properly managing and safeguarding these digital assets. Enter Gentreo (www.gentreo.com/), a platform designed to help individuals organize, […]

Creating a Will: A Guide for Beginners

It’s important to create a Will

A will is a legal document that outlines how you would like your assets and property to be distributed after you pass away. Creating a will is an important step in estate planning, as it ensures that your wishes will be honored and that your loved ones will be taken care of. Whether you have […]

Estate Planning Checklist – Items to Consider

Things to consider while doing your Estate Plan

Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed according to wishes. Determine lifestyle needs in retirement and consider strategies for ensuring financial security. Make a list of assets and liabilities to determine total net worth. Consider setting up […]

Including Cryptocurrency and Digital Assets in Your Will

bitcoin scattered on a laptop with a cup of tea nearby

Just about everything has moved into the digital word. This includes financial assets like cryptocurrency, which has become a very popular investment in recent years. It’s not quite as simple to include cryptocurrency and other digital assets in your Will as traditional assets like real property and bank accounts. Planning ahead now could avoid a […]

What is a Digital Asset?

cryptocurrency coins on a stock market background

Money, real estate, art, and investments are examples of traditional assets; tangible objects that can actually be touched. But like most things today, these have become part of the metaverse. Digital assets that live in an ether are now stored and transacted via computers, apps, and mobile devices. We’re going to explore what digital assets […]