It’s not taboo. It’s life. Let’s start talking about estate planning.

Have you heard about the Great Wealth Transfer that is expected to occur over the next few decades? Baby Boomers have become the wealthiest generation in history and it is expected that over $30 trillion will be transferred to their heirs! This wealth transfer highlights how important estate plans have become. Even if there isn’t a great wealth to pass on, having an estate plan can clear up a lot of details that your family will need to know when the time comes.

To support our members as they work on their estate plans, North Coast Credit Union offers members some tips and checklists to help in the process. As always, we also offer free document notarization for our members.

Start The Conversation

Talking about finances and end of life plans can be difficult for both parents and adult children. For this reason, we have come up with a few tips to help start the conversation. Full list of tips can be found here: “It’s not Taboo. It’s Life. Let’s Start Talking About Estate Plans.” 

Organize Your Account Details

With all of the accounts we have these days it can be difficult to keep them all straight. It is important to have all your information somewhere so you can access and share them as needed. You can use our Love Your Family Checklist to keep track of all of your important information: Love Your Family Checklist.