The Holiday Conversation Estate Planning Worksheet*
October 3, 2025
Your credit union, together with Gentreo, is here to help make estate planning simple, affordable, and secure for every family. This worksheet is designed as
Category: Articles
Making a Living Trust Online to Avoid Probate Hassles
October 2, 2025
Estate planning is rarely simple, especially when family dynamics are complex. Blended families, second marriages, dependents with special needs, or shared business interests all require
Integrating an Online Trust and Will for Complete Protection
September 30, 2025
Estate planning is one of the most important steps you can take to protect your loved ones and your legacy. Many people think they only
Estate Planning in 2025: What You Need to Know to Protect Your Family and Your Future
August 21, 2025
Estate planning in 2025 is more important than ever. Today, estate planning goes beyond just deciding “who gets what.” It covers digital assets, caregiving decisions, pets, and long-term financial protection.
Getting Married? Plan Smarter with Gentreo Estate Planning and Duckbill
July 22, 2025
Getting Married? Plan Smarter with Gentreo Estate Planning and Duckbill Marriage is one of life’s most exciting and meaningful milestones. As you begin building your
Divorce and Estate Planning: How Gentreo and Duckbill Help You Rebuild and Stay Organized
July 22, 2025
Divorce is more than a legal event—it’s a major life transition that affects nearly every aspect of your day-to-day and long-term plans. Whether your separation
Caring for Aging Parents? Let Gentreo and Duckbill Help You Plan, Organize, and Stay on Track
July 22, 2025
Taking care of an aging parent is one of life’s greatest responsibilities—and also one of its most complex. Between managing medical appointments, handling paperwork, and
New Baby? Build Your Family’s Future with Gentreo and Duckbill’s Smart Support
July 21, 2025
Welcoming a new baby is life-changing—and it’s not just about diapers, feedings, and sleepless nights. It’s a moment to think long-term and protect what matters
Moving? Protect Your New Home and Your Future with Gentreo and Duckbill
July 21, 2025
Relocating to a new home isn’t just a change of address—it’s a life milestone that can affect everything from your legal documents to your daily
Don’t Let the Government Decide Who Gets Everything You Own
May 9, 2025
Most people wouldn’t trust politicians to make decisions about their daily lives. Yet, every year, thousands of Americans unknowingly do just that when they die