Ensuring People Know You Have a Will or Trust—and How Gentreo Can Help
February 20, 2025
Creating a will or trust is one of the most important steps in estate planning, but it’s just as critical to ensure that the right
Tag: Estate Planning
The Essential Estate Plan: Why Parents Need a Will and Why an Online Will Can be a Good Choice
February 13, 2025
For parents, estate planning isn’t just about protecting assets—it’s about ensuring your children’s future. Without a legally valid will, courts will determine who becomes your
The Difference Between a Fiduciary and an Executor—And Why It Matters
February 13, 2025
When it comes to estate planning, legal roles and responsibilities can sometimes seem confusing. Two important terms that often arise in discussions about estate management
Protecting Your Home: When a Trust Might Be Helpful
February 13, 2025
Purchasing a home is one of the most significant financial steps you’ll take. However, many homeowners don’t consider how to protect their property until it’s
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
Beyond Banking: How Credit Unions Can Support the ‘Sandwich Generation’ with Estate Planning through a Partnership with Gentreo
February 13, 2025
Understanding the Sandwich Generation Millions of adults today are caught in the financial and emotional pressures of the ‘Sandwich Generation.’ These individuals find themselves supporting
Why Digital Estate Planning is a Must-Have Member Benefit in 2025
February 13, 2025
As financial services continue to shift online, consumers expect digital-first solutions for managing their wealth, security, and future. Traditional banking has evolved into digital banking,
How to Create a Complete Estate Plan in Less Than 30 Minutes with Gentreo
February 10, 2025
When people hear the phrasWhen people hear the phrase “estate planning,” they often picture mountains of paperwork, expensive attorneys, and months of back-and-forth decision-making. But
What Is a POLST Form, and Do You Need One?
February 10, 2025
When and How to Update Your POLST Form: A Guide to Ensuring Your Wishes Are Followed A Physician Orders for Life-Sustaining Treatment (POLST) form is
