Will vs. Trust: Which Estate Planning Path Protects Your Family Best?
May 2, 2025
Planning for the future is one of the most valuable gifts you can give your family. It’s about ensuring that your loved ones are taken
Category: Estate Planning
Homeownership and Estate Planning: Why Your House Should Be in Your Plan
May 2, 2025
Owning a home is more than just a milestone—it’s one of the most significant financial and emotional investments you’ll ever make. Whether it’s your cozy
The Family Group Chat Isn’t a Legal Document (But a Will Is)
May 2, 2025
Our family group chat is buzzing:Your cousin texts, “I want Mom’s lasagna recipe!”Your sister replies, “Put me down for the photo albums.”And you chime in,
Creative Ways to Stay Organized in Your Daily Life (And Why It Matters More Than Ever)
May 2, 2025
Life moves fast. Between work meetings, family obligations, errands, and emails, it’s easy to feel like you’re just trying to stay afloat. But staying organized
Identity Protection and Estate Planning: Why Both Matter More Than Ever
May 1, 2025
You probably know you should protect your personal information and create an estate plan—but have you ever thought about how these two go hand in
Caring for Aging Parents: How Gentreo Helps You Plan, Support, and Protect Your Family
May 1, 2025
Watching your parents age is one of the most emotional journeys many of us face. The people who once cared for us—who fixed scraped knees,
Creating a Trust and Will: What You Need to Know
May 1, 2025
Estate planning might not be the most exciting topic, but it’s one of the most important. Creating a trust and will isn’t just about passing
Estate Planning vs Financial Planning: How They Work Together
March 11, 2025
Most people know they need to manage their finances and plan for retirement, but fewer understand the critical role estate planning plays in safeguarding their
The Future of Financial Wellness: Why Estate Planning is the Missing Piece for Credit Unions
February 13, 2025
For decades, credit unions have been at the forefront of financial education, helping members manage savings, loans, and retirement. But in 2025, financial wellness isn’t