Will vs. Trust -Which is Best for YOU?
Many people are surprised to learn that simply having a Last Will & Testament does not keep their estate out of probate. In fact, more than 70% of Americans have either only a Will or no Will at all, which often results in an Intestate Succession situation. Most families also aren’t aware of their state’s probate threshold—meaning if they own titled assets above that limit and lack a comprehensive estate plan, their loved ones may face a long (18–24 months), expensive probate process that can consume 5–10% or more of the estate’s total value.
Beyond the financial impact, probate frequently leads to stress and conflict among heirs. After speaking with thousands of families over the years, one message is clear: parents don’t want to “leave a mess” for their kids. Understanding the difference between having a Will, having no Will, and choosing a more complete planning solution empowers you to make informed decisions that protect the people you love.
ABOUT THIS BOOK
Learn why a simple will (or having no will) puts you and your family at probate risk, and why a trust might be the best fit to avoid living and death probate.
Benefits Of Book
When creating or updating an estate plan, it’s important to begin by asking why it matters to you.
Understanding your personal reasons for planning helps ensure your estate plan matches your unique circumstances and life story.
Many people are motivated by the legacy they want to leave and their desire to care for loved ones.
Caring for loved ones isn’t only financial—proper planning also prevents unnecessary burdens, headaches, and avoidable problems.
This booklet explains the differences between having a will, having no will, and how a trust can help your family avoid the costs, delays, complications, and public nature of living and death probate.
These conversations are essential for protecting everything you’ve worked your entire life to build.
ABOUT AUTHOR
JoAnn Quackenbush - The Estate Planning Gal
JoAnn is known for her natural charisma, warm communication style, and genuine dedication to helping others reach their goals. Throughout her career, she has consistently earned top awards—including President’s Club over the past 7 years—and has been recognized as a leader in every organization she has served. Her passion lies in educating families and guiding them toward the estate planning solutions that best fit their needs.
On a personal note, JoAnn is a proud mom of four and a delighted new grandmother. Her family is the heart of her life. She enjoys pickleball, downhill skiing, boating, kayaking, traveling, walking her Golden Retriever, and most of all, spending quality time with her kids and granddaughter.
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