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
Tag: Wills
Caring for Mom with Confidence: Estate Planning & Beyond
May 8, 2024
Today’s topic is close to all our hearts: caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves
PODCAST-The Power of Planning
April 30, 2024
Chris Shea is a financial advisor with BPS Financial Services here to share his story about his family and the challenges of planning. The only
The Advantages of Online Estate Planning: A Modern Approach to Securing Your Legacy
April 30, 2024
In an age where convenience and efficiency are paramount, traditional methods of estate planning are being revolutionized by the advent of online tools and services.
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.
I Won the Lottery. Now What Do I Do?
April 8, 2024
Winning the lottery is a life-changing event that can bring immense joy and excitement. Suddenly, you find yourself with an enormous windfall, and the possibilities
The Talk: Initiating Estate Planning Discussions with Your Parents
March 29, 2024
The dinner table isn’t typically the venue for discussions about mortality. Yet, broaching the topic of estate planning with your parents is a crucial conversation,
Understanding Estate Planning for Single Individuals
March 29, 2024
Estate planning isn’t just about what happens to your belongings after you’re gone. It’s about taking control of your future, both while you’re alive and
Navigating the Inheritance Maze: A Comprehensive Guide to Inheriting Money
March 25, 2024
Inheriting money can be a significant life event, but it often comes with its fair share of complexities and challenges. Whether you’re inheriting a substantial
The Next Steps: What to Do After Your Estate Plan is Complete
March 19, 2024
Photo by OleksandrPidvalnyi on Pixabay Understanding the Importance of Ongoing Estate Planning Creating an estate plan is a crucial step in ensuring our assets are
