Secure Your Family’s Future
September 5, 2023
When was the last time you thought about estate planning? If you haven’t done it recently, it would be smart to think about it now. Helping you through the process is our priority, so we’ve partnered with Trust & Will to offer you an affordable, convenient, and user-friendly estate planning option.
Estate planning, much like financial planning, is an important step in making sure your loved ones are cared for even after you’re gone. Follow these four manageable steps to navigate the process with confidence.
Step 1: Get Informed
Knowledge is the first step toward effective planning. Visit our Trust & Will page to learn what you need. There, you’ll gain a clearer understanding of the legal documents involved, such as wills, trusts, and healthcare directives.
Step 2: Assess Your Needs
Your circumstances are unique, so be sure to take the Trust & Will quick quiz to get recommendations tailored to you. Whether you have a growing family, complex assets, or specific healthcare wishes, these recommendations will help you choose the right plan for you.
Step 3: Choose Your Plan
Look at the variety of options and select the plan that aligns best with what you need. The user-friendly platform gives you a seamless experience, and lets you create, update, and manage your estate planning documents online at your convenience.
Step 4: Enjoy Exclusive Benefits
As a valued RCU Member, you’ll enjoy 15% off any Trust & Will plan, so you can access quality estate planning services without breaking the bank.
Take these four steps today and safeguard your future and that of your loved ones!
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
Leaving Our Website
You are leaving our website and linking to an alternative website not operated by us. Redwood Credit Union does not endorse or guarantee the products, information, or recommendations provided by third-party vendors or third-party linked sites.