Wills vs. Trusts
How will you be remembered?
That answer depends not only on what you leave behind—but how you leave it.
Your unique circumstances deserve more than a one-size-fits-all solution. Whether you have a blended family, a vulnerable heir, or charitable wishes, your personal Estate Umbrella™ Blueprint will help you see exactly how your assets will flow—and where to take action.
A will might outline your wishes, but it often sends your loved ones through probate court, creating delays, stress, and unnecessary expense. A trust, when designed properly, can streamline everything—minimizing taxes, bypassing probate, and giving you more control over who inherits what, when, and how.
With just a bit of advanced planning, you can protect your legacy from being eroded by taxes, confusion, or court intervention. And the peace of mind that comes with knowing your affairs are truly in order? That’s a gift your family will remember forever.
Wills vs. Trusts
How will you be remembered?
That answer depends not only on what you leave behind—but how you leave it.
Your unique circumstances deserve more than a one-size-fits-all solution. Whether you have a blended family, a vulnerable heir, or charitable wishes, your personal Estate Umbrella™ Blueprint will help you see exactly how your assets will flow—and where to take action.
A will might outline your wishes, but it often sends your loved ones through probate court, creating delays, stress, and unnecessary expense. A trust, when designed properly, can streamline everything—minimizing taxes, bypassing probate, and giving you more control over who inherits what, when, and how.
With just a bit of advanced planning, you can protect your legacy from being eroded by taxes, confusion, or court intervention. And the peace of mind that comes with knowing your affairs are truly in order? That’s a gift your family will remember forever.
You're More Ready Than You Think!
The Answers to These Six Easy Questions Are All You Need To Get Started
Your Contact Info
A Trust can be set up for a single person, a married couple, or a blended family.
Name Your Primary Heirs
Who will be benefit from your assets when you're gone? Typically, your children, family or charities. With our system, not all heirs have to receive an equal share.
Appoint Guardians of Dependent Children
Whether typically-developing minors or dependent adults with disabilities, you want to name who would care for them and eventually file for legal guardianship if something happens to you.
Who Will Be In Charge
Otherwise referred to as the Successor Trustee. This can be a person or persons serving together or alone. You can also choose a Corporate Trustee, a regulated professional entity that avoids family feuding & fracturing.
Distribution Terms
Do you want everyone to receive a lump sum or do you want built-in protection from spend-thrifts, divorce, creditors, or lawsuits? Do you want it all distributed at once or do you want some left in trust to grow?
Any Charities to Benefit
You don't have to know the answer to this right away, but with a click of a button you can choose to benefit one or multiple charities when you pass.
You're More Ready Than You Think!
The Answers to These Six Easy Questions Are All You Need To Get Started
Your Contact Info
A Trust can be set up for a single person, a married couple, or a blended family.
Appoint Guardians of Dependent Children
Whether typically-developing minors or dependent adults with disabilities, you want to name who would care for them and eventually file for legal guardianship if something happens to you.
Name Your Primary Heirs
Who will be benefit from your assets when you're gone? Typically, your children, family or charities. With our system, not all heirs have to receive an equal share.
Who Will Be In Charge
Otherwise referred to as the Successor Trustee. This can be a person or persons serving together or alone. You can also choose a Corporate Trustee, a regulated professional entity that avoids family feuding & fracturing.
Distribution Terms
Do you want everyone to receive a lump sum or do you want built-in protection from spend-thrifts, divorce, creditors, or lawsuits? Do you want it all distributed at once or do you want some left in trust to grow?
Any Charities to Benefit
You don't have to know the answer to this right away, but with a click of a button you can choose to benefit one or multiple charities when you pass.
Hear From Our Clients
In our engagement with Stacy Pearson, it has been our pleasure to bring a powerful tool to our clients. . . Stacy's knowledge, integrity and professionalism are why I/we continue to work together for the families we serve. Stacy's coaching has enabled me to manage my presentations to my clients with confidence and precision on facilitating the next steps seamlessly!
Monica Breaux
Stacy, I love what you do! You have so much great information and I can attend a workshop and learn so much without feeling like I have to 'pay' for the 'free' steak dinner like some others offer!!
Your information is so helpful. It helped my husband and I finally get things in order and have peace of mind. Thanks again!
Debbie T.
© Estate Umbrella 2023 | All rights reserved.
© Estate Umbrella 2023 | All rights reserved.