Plan around roles and decisions, not just document names.
Wills, trusts, powers of attorney, healthcare directives, beneficiary coordination, and succession planning for families and closely held business owners.
Documents overlap. Ownership rules can override the will.
Retirement accounts, jointly owned assets, transfer-on-death designations, trusts, business agreements, and probate assets may pass under different rules. Planning means coordinating the system, not simply signing a will.