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Category: Articles

Living (Revocable) Trusts versus Irrevocable Trusts and Taxes: What You Need to Know

A living trust is a powerful estate planning tool that allows individuals to manage and distribute their assets

The Future of Financial Wellness: Why Estate Planning is the Missing Piece for Credit Unions

For decades, credit unions have been at the forefront of financial education, helping members manage savings, loans, and

Beyond Banking: How Credit Unions Can Support the ‘Sandwich Generation’ with Estate Planning through a Partnership with Gentreo

Understanding the Sandwich Generation Millions of adults today are caught in the financial and emotional pressures of the

Why Digital Estate Planning is a Must-Have Member Benefit in 2025

Why Digital Estate Planning is a Must-Have Member Benefit in 2025

As financial services continue to shift online, consumers expect digital-first solutions for managing their wealth, security, and future.

How to Create a Complete Estate Plan in Less Than 30 Minutes with Gentreo

When people hear the phrasWhen people hear the phrase “estate planning,” they often picture mountains of paperwork, expensive

What Is a POLST Form, and Do You Need One?

What Is a POLST Form, and Do You Need One?

When and How to Update Your POLST Form: A Guide to Ensuring Your Wishes Are Followed A Physician

Biggest Mistakes People Make When Writing a Will

Biggest Mistakes People Make When Writing a Will

Writing a will is one of the most critical steps in estate planning, yet many people make mistakes

Key Questions to Ask Your Financial Advisor about Estate Planning

Key Questions to Ask Your Financial Advisor about Estate Planning

Estate planning is more than just writing a will—it’s about securing your financial future, protecting your loved ones,

Notary Services Explained

Notary Services Explained: Types, Costs & When You Need One

Notaries play a vital role in the legal system, helping to verify and authenticate important documents. Whether you’re

What is a Funeral Home Attendant?

My Relative May Pass Away Soon. What is a Funeral Home Attendant?

Funeral home attendants play a key role during three main stages of the funeral process: when you are