Avoid These 7 Pitfalls of Estate Planning
September 3, 2024
Getting your estate plan in order can be a complicated process, that’s why Gentreo is here to help. Gentreo simplifies the process and helps you
Tag: life events
Understanding Life Inflection Points and Their Impact on Estate Planning
August 22, 2024
Life is full of moments that can change the course of your journey, steering you in new directions and presenting challenges, opportunities, and responsibilities you
Navigating Life’s Inflection Points: Why Estate Planning is Essential at Every Stage
August 22, 2024
Life is a journey marked by significant milestones—moments that define our paths, alter our futures, and sometimes require us to pause and reassess our priorities.
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-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.
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-Julie’s Story
May 2, 2024
Join us today as we sit down with Julie Fry, COO and cofounder of Gentreo. Julie shares her amazing story of how her and her
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
PODCAST-Real Life Events and why an estate plan is crucial
April 29, 2024
Today Jake Murphy sat down with Gentreo’s CFO Jon Quick, and listened to his experience with estate planning. Jon offers some amazing insights into what it is truly like to go through real life events and how an estate plan is so crucial to have in place.
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
