Itโs 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 youโll get the clarity and confidence to take advantage of this important planning tool.
Youโll be amazed at how simple and enjoyable this can be - it all starts with just drawing your family tree!
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Wednesday, April 2, 2025
9 am PT, 10 am MT, 11 am CT, 12 pm ET
Did you know that 66% of Americans don't have an estate plan?
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.
Click to RegisterWe 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.
Legal Safeguards
Make sure your kids or relatives get exactly what you wish to leave them, no matter what happens.
โ๏ธ Wills and Living Trusts: Advantages and disadvantages
โ๏ธ Probate Court: How it works and why families may want to avoid it
โ๏ธ Special Needs Planning: Common mistakes when planning for children with disabilities or challenges
โ๏ธ Asset Protection: Protecting inheritances from lawsuits, divorce, and spendthrifts
โ๏ธ Long-term Care Planning: Impact on family and payment strategies
โ๏ธ Powers of Attorney: How they work, when they’re valid, and potential limitations
โ๏ธ Property Titling: Why putting property in children’s names may be problematic
โ๏ธ Nursing Home Protection: Protecting your home from nursing home care costs
โ๏ธ Beneficiary Designations: Best practices for naming retirement account and life insurance beneficiaries
โ๏ธ SECURE Act: Impact on trusts and retirement accounts
Why we created this online workshop
Having a customized family trust provides amazing benefits to most estates (whether large or small) for a number of reasons. Simply put, a trust is an amazing planning tool that is not just for the wealthy! Where there is no trust to “quarterback” your estate distribution, friends and relatives can spend a lifetime (and their life savings) navigating complicated court procedures and even battling over your assets. But with your family trust properly in place, your assets will be assured to end up where you want them, without the interference of the IRS, a random judge, state actors, or other “interested” third parties.
Getting started can be intimidating, but we’ve made it easier than you think!
As a first step, you can watch this short webinar, and Jason and Eddie, who will introduce you to the key facts that everyone needs to know about creating a family trust, ranging from “the why” to “the how”. You’ll gain confidence and will be empowered to take next steps whenever you’re ready, to make sure your plan is secure and your wishes will be carried out.
Not acting puts the welfare of your loved ones at risk, so be sure to register today!
Meet Your Hosts
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 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.
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.
Copyright ยฉ 2025 Insurance and Estate Strategies LLC โ All Rights Reserved.
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