Estate planning has always been about protecting loved ones, clarifying wishes, and ensuring assets are passed on smoothly. Traditionally, this meant paper wills, binders of financial statements, and files tucked away in safes or bank
Estate planning is rarely one-size-fits-all. While a simple will may be enough for someone with a straightforward situation, many families today have more complex needs. Blended families, dependent children, multiple properties, aging parents, or even
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 a conversation starter for families. It is not legal advice.
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 careful planning to ensure that your wishes are honored and
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 need a will or only need a trust, but the
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.
A trust checking account is an essential tool for managing the finances and assets of a trust. Whether you’ve created a living trust to protect your estate or are a trustee managing someone else’s assets,
When planning your estate, deciding between a revocable living trust and a will is one of the most critical decisions you’ll make. Both tools help you control how your assets are distributed after your death,
Creating a trust is a crucial step in estate planning, but it’s not the end of the process.
Basic Anatomy of a Family Estate Plan Everyone needs an estate plan, regardless of your age, stage in life, and the amount of assets you have. An estate plan should include a Health Care Proxy
