Powers of Attorney & Health Care Directives
Choose who can act for you during life if you cannot handle financial or health-care decisions yourself.
Plan for IncapacityWills & Trusts
Choose the right structure—and understand what comes next.
A will or trust should be selected because it fits your goals, not because it is the document everyone else seems to have.
A will can answer essential questions
A will can state how probate property should be distributed, name an executor, and express guardianship wishes for minor children.
It is an important foundation, but it does not control every asset and generally does not remove the need for probate by itself.
A revocable living trust may support different goals
A trust can provide a structure for holding and managing assets during life and after death. Whether it is useful depends on your property, family, administration goals, and willingness to complete the steps required to fund and maintain it.
A trust document alone does not automatically control property that was never connected to it.
The document and the asset plan should agree
Jennifer helps clients look beyond the paper itself and consider how major assets are expected to transfer.
- Review how each major asset is titled.
- Identify beneficiary or transfer-on-death designations.
- Consider whether a designation supports or conflicts with the estate plan.
- Determine whether an asset should be connected to a trust.
- Help the people responsible for the plan know what exists and where to begin.
Questions that can shape the conversation
These questions do not automatically point to one document. They help frame the advice Jennifer can give after understanding your situation.
- Do you have minor children or beneficiaries who need added protection?
- Are there blended-family or relationship concerns?
- Do you own property in more than one state?
- Are beneficiary designations current?
- Do you want to control when or how an inheritance is managed?
- Are you updating an older plan after a major change?
The right recommendation depends on the facts
A will does not control every asset, and a trust requires appropriate funding and ongoing attention to work as intended. Document recommendations depend on your property, family circumstances, goals, and other facts.
This page provides general information and is not legal advice. A consultation gives Jennifer the opportunity to understand your circumstances and discuss the available choices.
Build a plan you understand—not just a document you signed.
Discuss your goals, property, and family circumstances with Jennifer before choosing the structure for your estate plan.