05/08/2026
Most people think estate planning is about the documents.
It isn't.
The documents are the easy part. What actually determines whether a plan works is everything that happens around them. How your house is titled. Who's listed as beneficiary on your accounts. Whether your trust actually owns what it's supposed to own. Whether your power of attorney is broad enough to handle long term care decisions if you can't.
A trust that was never funded is just paper. A will that contradicts your beneficiary designations doesn't control those accounts, the designation does. A power of attorney that's too narrow can leave your family stuck applying for guardianship at the worst possible time.
None of this shows up at signing. It shows up years later, when someone is in a nursing home, or has passed, or can't make decisions anymore.
If you've got a plan sitting in a drawer and you're not sure it still works, that's worth a conversation.
Schedule your Peace of Mind Planning Session here:
Ready to get a Will or Trust in place? Our Peace of Mind Planning Session is for you! This is a planning session with Jacob M. Mills, Esq. so you can learn more about how to protect your family and assets with an estate plan. Here's what will happen: You'll share your goals and objectives Jacob
