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let's Simplify
Estate Planning
An estate plan isn’t just paperwork. It’s a love letter that shields your children, your parents, and your family from uncertainty.
Did You Know?
“67% of Americans don’t have an estate plan.”
The 3rd biggest reason is because
they don't know where to start.
One of the top 3 reasons is because they don't know where to start.
That's why we're here to help.
So let’s make this part easier
What is an Estate?
Estate = everything you own.
Everyone has an estate (cash, property, belongings, pets)
Whether big or small, planning is crucial.
What’s an Estate Plan?
An estate plan is a set of documents that protects your wishes, assets, and loved ones if you pass away or can’t make decisions yourself.
It includes:
Will or Living Trust
Power of Attorney
Healthcare Directive
Beneficiaries on accounts (401k,
life insurance, etc.)
Probate Isn’t Just Paperwork, It’s Heartache
Without a plan, your family could face:
What Happens If You Don't Have an Estate Plan?
Probate Isn’t Just Paperwork, It’s Heartache
Court
Delays
Unnecessary
Expenses
Unanswered Questions for Your Kids and Loved Ones
Wills vs. Trusts Explained
Will
Names who inherits your assets.
Goes Through Probate
Public
Takes effect after death
Simple and less expensive to set up.
Trust
Also names who inherits your assets but offers more flexibility
Avoids Probate
Private
Takes effect while you’re alive (you can move assets into it now)
Costs more but offers greater control.
So let’s make this part easier
Let’s Start with The Basics: The 3 Main Types of Life Insurance
Term Life
Coverage that lasts for a set number of years (usually 10, 20, or 30).
If you pass away during that time, your loved ones receive a payout. If the term ends, the coverage ends.
Good for:
Young families raising kids
People with a mortgage or debt
Anyone who wants affordable coverage now
Whole Life
Coverage that lasts your whole life and also builds up a little savings (called “cash value”) over time.
That money is yours; you can use it later if you want.
Good for:
People who want lifelong protection
Those looking to leave something behind
Those who like predictability and stability
Indexed Universal Life (IUL)
A flexible type of lifelong coverage that also grows money on the side.
It is based on the stock market, but without the risk of losing money when the market drops.
Good for:
People planning ahead for retirement and long-term care
Higher-income individuals with savings goals
Those wanting both protection and financial growth
Still Not Sure Which One is Best for You?
Take The Will or Trust Quiz
Power of Attorney & Health Directives
Power of Attorney
A legal document naming someone to act for you when you couldn't
Two types of decisions: Financial &
Healthcare Decisions
Health Care Directive
A written plan for your medical care
wishes
It includes plan for treatments, life support, resuscitation, etc.
I'm Giving a Free Power of Attorney & Health Care Directive to help you get started
Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.
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This is a solicitation for insurance. Submitting information or calling numbers listed on this website will direct you to a licensed Agent/Broker.
Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
© 2025 Stacy Gregory Insurance - All Rights Reserved.
Our firm is staffed by proven insurance professionals committed to providing our clients with highly personalized service.
Other Links
Privacy Policy
This is a solicitation for insurance. Submitting information or calling numbers listed on this website will direct you to a licensed Agent/Broker.
Important disclosures about Medicare Plans: Medicare has neither endorsed nor reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.