A will is a powerful tool that lets you clearly state how your assets should be distributed and who will care for your minor children. It's often a good fit for straightforward situations, but it’s not a one-size-fits-all solution.

Because wills go through probate, which can be time-consuming and public, it’s crucial to determine if a will alone truly meets your goals. Making the wrong choice could lead to delays, added costs, or unintended consequences for your loved ones.

A trust offers enhanced control, privacy, and protection, especially for those with more complex estates or specific wishes about how their assets should be managed. It can help you avoid probate and plan ahead in case of incapacity. But a trust isn’t necessary for everyone, and setting one up without proper guidance can be overwhelming or unnecessary.

That’s why it’s essential to carefully evaluate whether a trust is the best option for your circumstances, so you don’t end up with a plan that misses the mark.