Do You Actually Need a Trust? Online Inheritance Planning Workshop at No Cost | American Retirement AdvisorsSkip to registration
Online Inheritance Workshop

Do You Actually
Need a Trust?

Most people are told they do. An estate attorney gives you the honest answer.

Reserve My Seat

About an hour. No cost to attend. No sales pitch.

"From what I see, most of my clients don't need a trust. They were told they did. So I brought in an estate attorney to give us all the real answer." David Schaeffer, American Retirement Advisors
A retired Arizona couple working through their estate paperwork at the kitchen table

You've probably been told you need a trust.

Maybe more than once. And the reasons always sound right:

  • You want to keep your kids out of probate court.
  • You have a home, and you want it to pass cleanly to your family.
  • You're worried about taxes taking a bite out of what you leave behind.
  • You have a blended family, and you want everyone treated fairly.
  • You'd rather keep things private, not sitting in public records.
  • Someone you trust set one up, so you figured you probably should too.
Here's the thing: some of those reasons are real. Some aren't. And often there's a simpler, less expensive way to get the same result. This workshop shows you which is which.

Want a straight answer about your own situation?

Reserve My Seat
Three generations of a family laughing together around the dinner table at home

Why we made this workshop

Every week, David sits with families who were told to set up a trust they never needed. And with families who skipped one, and left their kids stuck in probate.

The difference was rarely about money. It came down to knowing a few simple things first.

So David brought an estate attorney on camera to give the honest answer: who actually needs a trust, and who doesn't. You're invited to listen in.

As Recognized By
As featured in ForbesAmerica's Select Financial AdvisorsInc. 500 Fastest Growing CompaniesNextdoor Neighborhood Favorite

Prepare. Protect. Preserve.

Estate planning isn't really about a document. It's about the people you love. The workshop is built on three simple ideas.

1

Prepare

Get your wishes, documents, and beneficiaries in order.

2

Protect

Plan for the unexpected, so your family always has clear direction.

3

Preserve

Pass on more of what you built, with less lost to probate and taxes.

What You'll Learn

Secret #1. The "trust trap": why so many people are told to set up a trust, and who actually needs one.
Secret #2. The quiet documents: the simple paperwork that does much of what people think only a trust can do.
Secret #3. The probate triggers: the three things that pull a family into probate, often without anyone realizing it.
The beneficiary mistakes that quietly override a will and send money to the wrong place.
Planning for incapacity, not just death, so your family has authority when it matters.
How to preserve more of what you've built for the next generation, with less lost along the way.

This was never really about paperwork

It's about the home you worked for and the family you love. Get this part right, and the people you care about are taken care of, exactly the way you intended.

Reserve My Seat

Your Presenters

An advisor who sees these conversations every week, and an estate attorney who handles the legal side.

David Schaeffer of American Retirement Advisors

David Schaeffer

American Retirement Advisors

For 25+ years, David has helped Arizona and Nevada families plan for retirement and what comes after. He asks the questions real families ask.

Sean Greengard, estate planning attorney at Greengard Law Firm

Sean Greengard, Esq.

Greengard Law Firm PLC

An Arizona estate planning attorney. Sean explains what trusts, wills, and probate actually do, in plain English.

A mother and her adult daughter sharing a warm moment at home

Reserve Your Seat

Pick a session time below. We'll send you a confirmation and a couple of friendly reminders, plus your private link to watch when it begins.

  • About an hour of clear, practical guidance you can act on.
  • No cost to you and no obligation. It's educational, not a sales pitch.
  • Watch from home on any device, on the schedule you choose.
  • Bring your questions. Our team is one call away if you want to talk through your own situation.

Save My Spot

Choose a time and tell us where to send your access link.

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By registering you agree to receive workshop reminders and follow-up by email and phone. This workshop is educational and is not legal or tax advice.

Your Seat Is Reserved!

You're registered for:

your session

We just emailed your confirmation. We'll send a reminder before it starts, with your private link to watch.

Didn't get the email? Check your spam folder, or call us at (602) 281-3898 and we'll help.

Common Questions

Do I really need a trust?
Not everyone does. Many families are told they need a trust when a will, the right beneficiary designations, and proper ownership would accomplish the same goals. The workshop walks through who actually benefits from a trust and who doesn't, with an estate attorney explaining the real differences.
How much does it cost?
The workshop is provided at no cost to you. It's educational, with no obligation and no sales pitch.
What's the difference between a will and a trust?
A will directs where your assets go and usually passes through probate. A trust can hold assets and pass them outside of probate, often with more privacy and control. Which one fits depends on your assets, your family, and your goals. We cover both in plain language.
Is this legal or tax advice?
No. The workshop is educational and general in nature. For advice specific to your situation, consult a qualified estate attorney and tax professional.

This workshop is provided for general educational purposes only and does not constitute legal, tax, or investment advice. Estate and inheritance planning strategies depend on your individual circumstances and on current law, which is subject to change. American Retirement Advisors does not provide legal advice; legal services are provided by independent attorneys. Please consult a qualified estate attorney and tax professional before acting on anything discussed in this workshop.