Jennifer L. Connor
Regardless of financial situation or family circumstances, everyone needs a customized estate plan to ensure that intentions for the future are met. I enjoy working with clients to help them assess their needs and craft an estate plan that fits.
I am a wife and mother of two young children. I understand that no one wants to contemplate not being present in the future, and that it's difficult to squeeze extra appointments into an already hectic family schedule. But having a comprehensive plan in place for your loved ones' benefit will provide peace of mind.
Here's a bit about my credentials: I'm a graduate of Boston College and Boston College Law School, where I am an adjunct faculty member; I've been a member of the Massachusetts Bar since 2001; and I formerly worked as an associate at Choate, Hall & Stewart. I volunteer leading Children's Liturgy at St. Bridget's Church in Maynard, and with the PTO, and I enjoy traveling, reading, and playing basketball with my kids in the driveway.
But most importantly, I enjoy what I do, and I look forward to meeting new people and helping them achieve their goals.
One size does not fit all when it comes to estate planning. Each individual client is unique. Yes, everyone should have a will, a health care proxy, and a power of attorney, but many variables go in to customizing the best version of those tools to meet a client's needs.
Some clients' main concern is ensuring their minor children's security by selecting guardians and providing for their financial future. Other clients are concerned about lowering the tax liability on the estate that they will pass on to their children and grandchildren. Some clients wish to make gifts during their lifetime, and others want to create trusts that will allow them to protect assets for the benefit of future generations.
My role is that of a counselor. I will guide you through the questions you need to consider to determine what you need to implement your intentions. Most clients need a mixture of estate planning tools to meet their needs. I would be happy to meet with you to discuss your intentions for the future. Most estate plans can be completed with two meetings. You'll be glad you did it.