Itโ€™s Never Been Easier To Get A Trust

Does the thought of creating a living trust sound overwhelming or confusing?

We will remove all the guesswork so youโ€™ll get the clarity and confidence to take advantage of this important planning tool.

Youโ€™ll be amazed at how simple and enjoyable this can be - it all starts with just drawing your family tree!

๐Ÿ“… Wednesday, April 2, 2025
9 am PT, 10 am MT, 11 am CT, 12 pm ET

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Trust Img

Did you know that 66% of Americans don't have an estate plan?

Here's what that means for families:

โœ”๏ธProbate can consume 3-8% of your estate’s total value in court costs, attorney fees, and administrative expenses
โœ”๏ธThe average probate process takes 9-24 months to complete, during which your assets remain frozen
โœ”๏ธWithout proper planning, up to 40% of your estate could be lost to taxes depending on your state and estate size
โœ”๏ธ58% of family wealth transfers fail due to lack of trust and communication among family members

โœ”๏ธOnly 18% of people with children under 18 have designated legal guardians in writing
โœ”๏ธOver 50% of family conflicts during estate settlement could be prevented with clear, legally-binding instructions
โœ”๏ธ70% of wealth transfers fail by the second generation, and 90% fail by the third generation without proper planning

Don't leave your family's future to chance. Our workshop will show you how to avoid becoming part of these statistics.

Create Your Customized Family Living Trust Quicker, More Effectively and More Economically Than Other Options - Virtual Workshop

Register today even if you can't attend at the scheduled time as we will send you the recorded version of this workshop! You can watch it at your convenience from your mobile device or computer.

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We will discuss the following

Planning For Everyone

Learn how to empower the right people to protect you during illness or incapacity.

Avoid Unnecessary Taxes & Fees

Learn how to make things easy for your kids after you're gone without leaving a mess behind.

law-building-solid

Legal Safeguards

Make sure your kids or relatives get exactly what you wish to leave them, no matter what happens.

โœ”๏ธ Wills and Living Trusts: Advantages and disadvantages
โœ”๏ธ Probate Court: How it works and why families may want to avoid it
โœ”๏ธ Special Needs Planning: Common mistakes when planning for children with disabilities or challenges
โœ”๏ธ Asset Protection: Protecting inheritances from lawsuits, divorce, and spendthrifts
โœ”๏ธ Long-term Care Planning: Impact on family and payment strategies

โœ”๏ธ Powers of Attorney: How they work, when they’re valid, and potential limitations
โœ”๏ธ Property Titling: Why putting property in children’s names may be problematic
โœ”๏ธ Nursing Home Protection: Protecting your home from nursing home care costs
โœ”๏ธ Beneficiary Designations: Best practices for naming retirement account and life insurance beneficiaries
โœ”๏ธ SECURE Act: Impact on trusts and retirement accounts

What Clients Are Saying

  • They Made Estate Planning So Easy

    • “Eddie & Jason were incredibly helpful throughout the entire process. They answered all the questions my husband & I had about trusts vs. wills and which would be best for our situation. They even identified important issues we hadn’t considered. What I appreciated most was how they simplified what seemed overwhelming into a straightforward process.”

      โ€” Maria & John T., California

  • Protecting Our Family from Probate

    • “We had no idea how complicated probate could be until Eddie and Jason explained it clearly. They helped us understand why establishing a trust was so important for our family’s future. Now that our trust is established, we have peace of mind knowing our loved ones won’t face unnecessary legal hurdles. The process was much easier than we expected!”

      โ€” Robert W., Retired Teacher

  • Wish I Had Done This Years Ago

    • “After spending money on a will that wouldn’t have protected my estate from probate, I’m so grateful I found this workshop. Eddie and Jason helped me understand what I was missing and guided me through creating a proper trust. If you’re thinking about estate planning, don’t wait like I didโ€”this information is invaluable and could save your family thousands.”

      โ€” Susan M., Homeowner

    • Protect What Matters: Living Trusts Aren't Just for the Rockefellers

    Having no plan or only a will will not avoid probate.ย 

    A customized family trust is the cornerstone of smart estate planningโ€”regardless of your wealth level. Without this powerful legal shield, your loved ones could face years of costly court battles, complicated probate procedures, and unnecessary family conflict.

    When there’s no trust to serve as the quarterback of your estate, your family’s financial future is left to chance. Courts, government agencies, and unexpected claimants can all insert themselves into decisions that should be yours alone. With a properly structured trust, you maintain complete control, ensuring your hard-earned assets go exactly where you intend, and your family avoids the stress, expense, and public exposure of probate.

    We’ve Simplified What Others Make Complicated

    In this exclusive workshop, estate planning experts Jason and Eddie will guide you through a refreshingly straightforward approach to creating your family trust. You’ll discover:

    • Why trusts aren’t just for the wealthy (and how they actually save you money)
    • The 5 costly mistakes most families make when planning their estates
    • How to protect your assets from creditors, lawsuits, and tax complications
    • A simple, step-by-step system to create your customized trust without the confusion

    Your family deserves the security that comes with proper planning. The longer you wait, the more you put at risk. Register now to secure your legacy.

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    Couple

    Meet Your Hosts

    Jason.webp

    Jason Herring

    Jason brings 14 years of experience in the life and financial services industry. After starting his career in the medical field as a pharmaceutical sales rep, Jason transitioned to the insurance industry with a passion for helping families get the protection they need.

    Throughout his career, Jason has participated in over 400 client meetings, developing expertise in handling both simple and advanced life insurance strategies. As a licensed producer in all 50 states and DC, he specializes in estate planning, wealth transfer, tax-free retirement planning, and business succession.

    Jason joined I&E in 2017 and has been an integral part of shaping the company’s values and expertise. His approach prioritizes putting clients’ best interests first, aligning products with objectives, and promoting legacy planning.

    Eddie

    Eddie Schott

    Eddie Schott brings over 25 years of successful business ownership experience to his role as a licensed life and health insurance agent. His transition into financial services was driven by a deep understanding of the importance of financial security, gained through years of building and managing his own enterprises.

    As a certified instructor with Adult Financial Education Services (AFES), Eddie combines practical experience with a passion for education, helping clients understand and navigate complex financial decisions. His areas of expertise include family financial security planning, business succession strategies, retirement income planning, and legacy planning.

    Based in Murfreesboro, Tennessee, Eddie is actively involved in his community as a serving deacon at Smyrna Church of Christ and board member for a nonprofit organization. His approach is built on trust, transparency, and developing personalized solutions for each client’s unique situation.

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    I&E was founded by top estate attorneys with one goal, namely creating the most complete arsenal of resources on the web and amassing a team of top professionals to assist you in understanding and utilizing the ultimate asset. To that end, I&E exists to equip you with powerful strategies, utilizing properly designed cash value life insurance contracts, to accomplish your specific defined goals such as recapturing your money, gaining money momentum, pursuing intentional wealth building, implementing tax and retirement planning, and delivering long term legacy creation.

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    Copyright ยฉ 2025 Insurance and Estate Strategies LLC โ€“ All Rights Reserved.

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