Today Jacob Murphy goes through the top 5 most frequent myths he hears working in the estate planning world from young millennials and Gen Z people around his age. I’m not old enough, I don’t have assets yet, it’s too expensive. Nonsense! Let’s look at these myths for what they are and discuss why estate planning is truly for everyone, why you always have more than you think and how crucial planning tools are more accessible than ever.
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
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
