Stacy has a powerful voice in the estate planning arena. Her passion to help families avoid the needless financial losses of probate and its family-fracturing repercussions has led her to become a leader in the transformation of how trust services are delivered today.

Working at every level of government, local, state and national, including as a returning speaker to the United Nations, Stacy has advocated for those without a voice. Her advocacy work led her to create the Universal Guardian Trust, available in all 50 states. Stacy has traveled the country educating audiences and training financial advisors, like herself, regarding changes to the trust laws that make it easier than ever for families to avoid probate and its needless pitfalls.

Protected Families is focused on financial planning & educational services for young families to retirees. Stacy has assembled a team of specialists who are as passionate as she is about protecting children from Probate Guardianship and seniors from needless taxation and court interference. Her team of specialists include attorneys, paralegals, financial planners, money managers and industry experts who have a mission to help families just like yours to pass on your legacy as efficiently as possible. This strategic alliance means you don't have to depend on the strength or expertise of one individual. Instead, you will have the benefit of multiple specialists, serving you from their expertise no matter your needs.

 

 

SERVICES

 

• Probate Protection

• Tax-Free Retirement

• Medical Directives

• Powers of Attorney

• Risk Assessment

• Financial Planning

• SSI Protection for Special Needs

• Charitable Remainder Trusts

• Professional Associations

• Qualified Plans

• Virtual Appointments