Legacy Protection Plan

Even the Best Estate Plan Won’t Work Unless Your Trust Is Funded

Creating a comprehensive estate plan is a critical first step, but even the most well-crafted plan can fail if your trust isn’t properly funded. This means that unless your assets—such as bank accounts, real estate, and investments—are correctly aligned, your plan might not protect your assets as intended. Without funding, those assets may still need to go through probate, and your family could face unnecessary delays, taxes, and legal complications.

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Understanding Our Legacy Protection Plan

Watch this short video to understand how our Legacy Protection Plan can give you peace of mind

The Problem: Life Changes, and So Should Your Estate Plan

Over time, life events can drastically change your financial situation and family dynamics. Without regular updates and asset realignment, your estate plan can quickly become outdated. Here are some of the changes that could impact your estate plan:

  • New Assets: If you purchase a new home, open a new bank account, or make new investments, these assets need to be aligned with your trust.
  • Family Changes: Births, deaths, marriages, or divorces can affect your beneficiaries or fiduciaries. If these changes are not reflected in your estate plan, your wishes may not be carried out properly.
  • Legal and Tax Law Changes: Estate planning laws and tax regulations change frequently, and failing to update your plan could mean missing out on valuable strategies to protect your wealth and minimize taxes.

The Solution: The Legacy Protection Plan by Miller & Miller Law Group

Our Legacy Protection Plan ensures your estate plan stays current, funded, and effective as life evolves. We provide ongoing support, asset alignment, and regular reviews to guarantee that your trust remains funded and your estate plan continues to reflect your wishes.

What’s Included in the Legacy Protection Plan:

  1. Document Review, Check-Up, or Changes:
    We provide annual reviews of your estate planning documents to ensure they reflect your current wishes, any changes in the law, and that all new assets are aligned with your trust.
  2. Asset Alignment, Verification, Tracking, and Review:
    Our team helps you keep track of your assets and ensures they are correctly titled in your trust or have the proper beneficiaries assigned. This ongoing asset alignment helps protect your family from unnecessary complications in case of incapacity or death.
  3. Family Care Meeting:
    Keeping your family informed about your estate plan is crucial. Our Family Care Meeting ensures your loved ones understand your wishes, their responsibilities, and the roles of fiduciaries and beneficiaries.
  4. Client Access to the Firm:
    As a Legacy Protection Plan member, you have direct access to our team for any questions or guidance. Call or email us to schedule a meeting with our team to discuss your needs.
  5. Working with Other Professionals:
    We collaborate with your financial advisors, accountants, real estate attorneys to ensure that your estate plan and financial strategies are aligned. This partnership guarantees a smooth process in the event of your incapacity or death.
  6. Client Education:
    Our Legacy Protection Plan includes exclusive educational programs to help you and your family stay informed about estate planning strategies, tax-saving opportunities, and more.
  7. Annual Event:
    Each year, we host a special event for Legacy Protection Plan members and their families. This is a chance to stay updated on estate planning topics and connect with professionals and other clients.

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The Stakes: What Happens Without Regular Updates and Asset Funding?

  • Unfunded TrustsIf your trust isn’t properly funded, your assets could end up in probate, undermining the very purpose of your estate plan.
  • Outdated Estate PlansLife events like births, deaths, and marriages can change your beneficiaries and fiduciaries, potentially causing conflict or delays in settling your estate.
  • Missed OpportunitiesIf you don’t update your plan, you might miss out on tax-saving strategies or legal advantages that could benefit your estate.

The Benefits of the Legacy Protection Plan

  • 1. Peace of MindKnow that your estate plan is up-to-date, funded, and aligned with your goals.
  • 2. Family ProtectionEnsure your loved ones understand their roles and responsibilities, reducing the risk of disputes.
  • 3. Ongoing SupportAccess legal guidance and support whenever you need it to help you navigate life’s changes.

Success Story: Keeping a Family’s Estate Plan Current and Aligned

A client came to us concerned about whether their estate plan still reflected their current assets and family dynamics. Over the years, they had accumulated new investments, changed bank accounts, and welcomed a new grandchild. Through our Legacy Protection Plan, we conducted an annual review, updated their asset alignment, and held a Family Care Meeting to explain the changes to their beneficiaries. Now, their estate is fully aligned with their current situation, giving them and their family peace of mind.

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Learn how the Legacy Protection Plan can help keep your estate plan aligned and effective for years to come
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Frequently Asked Questions

Q: What happens if my trust isn’t funded properly?

A: If your trust isn’t funded, assets may not be transferred into the trust, meaning they could still go through probate or go to the wrong people. This could delay distributions and potentially create legal complications.

Q: How often should I review my estate plan?

A: We recommend reviewing your estate plan annually and after any major life events (e.g., marriage, divorce, birth of a child, significant financial changes).

Q: What is Asset Alignment?

A: Asset Alignment ensures that all your assets (e.g., bank accounts, real estate, investments) are titled correctly and integrated with your estate plan to avoid probate and minimize risks.

Q: What happens during the Family Care Meeting?

A: We sit down with your family and fiduciaries to explain your estate plan, answer questions, and ensure everyone understands their roles and responsibilities.

Why Choose Miller & Miller Law Group?

  • Comprehensive Estate Protection: We ensure your estate plan evolves as your life changes, protecting your family and your legacy.
  • Personalized Support: Our team works closely with you to tailor your plan and provide ongoing updates and education.
  • Proven Results: Our Legacy Protection Plan members benefit from proactive management of their estate plans, avoiding costly mistakes and ensuring peace of mind. When your family is already dealing with grief, this is the way to make life less stressful for your loved ones. 

Secure Your Legacy Today

Contact us to learn more about how the Legacy Protection Plan can help keep your estate plan up-to-date and protect your family’s future.

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