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.
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
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
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 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.
Family life is busy and constantly changing — from the joy of welcoming a new child to the challenges of caring for aging parents. With
Estate planning used to be something that required hours of meetings with lawyers, piles of paperwork, and significant expense. Today, online wills have revolutionized the
When it comes to estate planning, many people assume they have plenty of time, think being married takes care of everything, or believe their loved
Planning for the future is a vital step in ensuring that your wishes are honored and your loved ones are cared for after you’re gone.
Creating a will may not be at the top of your to-do list, but failing to do so can have serious financial, legal, and emotional