The Advisor's Guide to Estate Planning

EncorEstate Podcast
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You probably have questions that this podcast will answer like: - But how do I add estate planning to my practice? - What if I don’t have all the answers to my clients' questions? - How do I avoid unauthorized practice of law? - How do I engage prospects that have an estate planning need? - Should I charge a planning fee for my time? - How do I make sure my clients' Trust gets funded? - How does estate planning help my practice grow? Learn best practices from financial planners just like you that have done it and are seeing incredible results with clients and prospect engagement.

  1. 10/07/2025

    Navigating Estate Tax Changes with Encore's Mike Bennett

    In this episode, Mike Bennett discusses the implications of the new estate tax exemption introduced by the Big Beautiful Bill. He provides a historical context of estate tax changes, explores the opportunities and challenges for estate planning, and emphasizes the importance of proactive strategies for financial advisors. The conversation also touches on the relevance of AB Trusts and state estate taxes, highlighting the need for advisors to stay informed and prepared for future changes. Remember to subscribe, leave a comment, and share with friends. If you have questions, feedback, or suggestions for future episodes, shoot us an email at info@encorestateplans.com. We'd love to hear from you!

    17 min

  2. 07/22/2025

    Enhancing Client Outcomes through Advisor-Attorney Partnerships with Estate Planning Attorney Ryan Crandall

    In this episode, we delve into the powerful partnerships between financial advisors and estate planning attorneys. Join host Matt Morris as he introduces Ryan Crandall, an innovative estate planning attorney from eLegacy Law. Discover how these collaborations enhance client experiences, streamline estate planning processes, and provide peace of mind. Learn about the unique virtual model of eLegacy and how it integrates with financial advisors to offer comprehensive, coordinated financial care. Tune in to explore the future of estate planning and the vital role of technology in this evolving field. To learn more about Ryan and his firm visit https://www.elegacylaw.com/about. Remember to subscribe, leave a comment, and share with friends. If you have questions, feedback, or suggestions for future episodes, shoot us an email at info@encorestateplans.com. We'd love to hear from you!

    27 min

  3. 04/01/2025

    How to Deepen Client Relationships w/ Holistic Estate Planning (Vieng Bounnam, CFP®, Fulcrum Wealth)

    Join us on this powerful episode of The Advisor's Guide to Estate Planning as we sit down with Vieng Bounnam, a seasoned Certified Financial Planner™ and a 25-year veteran at Fulcrum Wealth Management Group in the Pacific Northwest. Vieng shares her compelling personal journey from fleeing Laos as a child refugee to building a successful financial planning practice deeply rooted in holistic, client-centered estate planning. Vieng discusses why life insurance and comprehensive estate planning aren't just financial tools, but transformational strategies to prevent hardship and secure family legacies. Discover why incorporating estate planning into your advisory practice not only protects your clients but also significantly deepens client relationships, fosters intergenerational trust, and boosts long-term client retention. Vieng reveals practical insights on how to confidently initiate estate planning conversations, overcome client procrastination, and seamlessly integrate affordable trust-based solutions into your practice. If you're a financial advisor committed to offering comprehensive wealth management solutions and creating lasting impacts for clients and their families, this episode is essential listening.  Key Topics Covered: Vieng’s inspirational journey and personal motivation for financial planningOvercoming barriers and confidently introducing estate planningWhy revocable trusts are critical and how they protect clients from probateEnhancing client relationships through proactive estate planningEffective strategies to boost intergenerational client retention  ✅ Subscribe now for expert insights on elevating your advisory practice!  📧 Questions or feedback? Contact us at info@encoreestateplans.com.

    32 min

  4. 03/04/2025

    Elevate your estate planning expertise with Wes Dunaway

    In this episode, we'll uncover the most overlooked estate planning mistakes that could cost your clients dearly. From Florida’s unique homestead laws to choosing the right fiduciary, Wes shares insider strategies to help advisors navigate estate planning with confidence. Plus, learn about Encore’s streamlined process for seamless attorney-reviewed estate plans without the hefty price tag. If you're a financial advisor helping clients with estate planning, this is a must-watch to ensure you're providing real value, avoiding costly mistakes, and strengthening client relationships. What you'll learn from Wes: ✅ The Encore process and how advisors can streamline estate planning. ✅ Common pitfalls in wills, trusts, and fiduciary selections. ✅ The powerful protections of Florida’s homestead laws. ✅ Real-life estate plan disputes, and how to prevent them. ✅ How to help clients ensure smooth wealth transfers 💡 Resources Mentioned: 🟢 Encore Estate Plans: https://www.encorestateplans.com/ 🤝 Connect with Wes Dunaway: https://help.encorestateplans.com/en/articles/10297097-meet-our-florida-partner-attorney-wes-dunaway

    27 min

  5. 12/06/2024

    The Power of a Dedicated Estate Planning Coordinator with Encore Partner Law Firm Ross&Matthews

    Summary: In this episode, Matt Morris, host of the Advisor's Guide to Estate Planning podcast, interviews John Saltarelli, a partner at Ross&Matthews, a law firm specializing in estate planning in Texas. John discusses the importance of having a dedicated estate planning coordinator on your team to help streamline the estate planning process and ensure that plans are properly funded. Key Takeaways: Benefits of a Dedicated Estate Planning Coordinator: John explains how a coordinator can alleviate some of the workload for financial advisors, allowing them to focus on building relationships and providing strategic advice to their clients. Encore and Ross&Matthews Partnership: Matt and John delve into the collaboration between Encore, a company that provides online estate planning tools, and Ross&Matthews. Encore offers a state-specific attorney review option, where Ross Matthews attorneys can review and provide feedback on estate planning documents created through Encore's platform for clients in Texas. Importance of Funding: John emphasizes the crucial role of funding estate plans to ensure they are effective and avoid probate costs. Keeping Estate Plans Up-to-Date: John advises that estate plans should be reviewed periodically, especially after major life events, to ensure they remain current and effective. Complexities Requiring Attorney Involvement: While Encore offers a user-friendly platform for basic estate planning needs, John acknowledges that some situations require the expertise of an attorney. He mentions specific scenarios such as blended families, high net-worth individuals facing estate tax issues, and individuals with beneficiaries receiving government assistance. Financial advisors looking for estate planning resources in Texas can learn more about Ross&Matthews here. Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at info@encorestateplans.com.

    29 min

  6. 11/06/2024

    Jeff Clark Shares Tips to Position and Leverage Personal Connection

    In this episode, we talk to Jeff Clark, a seasoned advisor at Pine Grove Financial Group. He shares his insights on how to effectively integrate estate planning in practice. Leveraging personal anecdotes to connect with clients emotionally Using the Retirement Health Method to identify planning needs Streamlining the estate planning process with technology and collaboration Positioning as a trusted advisor through proactive planning Jeff has had great success with his strategies, elevating his practice and providing greater value to his clients. Find out more about Jeff and his firm at https://pinegrovefg.com Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at info@encorestateplans.com.

    34 min

  7. 10/08/2024

    Streamlining Estate Planning with Technology: A Conversation with Michael Reynolds

    Summary: In this episode, we dive deep into the world of estate planning technology with Michael Reynolds, the principal of Elevation Financial. Michael, a seasoned advisor with a focus on financial therapy and digital assets, shares his insights on how technology, specifically Encore, has transformed his estate planning practice. Key Takeaways: * The Power of Technology: Michael discusses how platforms like Encore have simplified the estate planning process, making it more accessible and efficient for both advisors and clients. * Personalized Client Experience: He emphasizes the importance of providing a personalized and streamlined experience for clients, from initial intake to ongoing reviews. * Beyond the Documents: Michael explains how estate planning goes beyond document creation, encompassing ongoing reviews and updates to ensure plans remain relevant and effective. * The Future of Estate Planning: He shares his vision for the future of estate planning, highlighting the potential of technology to further enhance the client experience and streamline the process. To find out more about Michael and Elevation Financial, click here. Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at info@encorestateplans.com.

    26 min

  8. 09/17/2024

    Estate Planning Made Easy with David Littlejohn

    Summary: In this episode, we delve into the world of estate planning coordination with David Littlejohn, a seasoned financial advisor with over 20 years of experience. David shares valuable insights on the importance of having a dedicated estate planning coordinator on your team. Key Takeaways: Streamlining the Estate Planning Process: David explains how a coordinator can significantly reduce the workload for advisors, allowing them to focus on building client relationships and providing strategic advice. The Benefits of a One-Stop Shop: By having an in-house estate planning coordinator, David's firm can offer clients a comprehensive solution, including estate planning, funding, and ongoing reviews. Leveraging Technology: David discusses how tools like Encore can streamline the estate planning process and make it more accessible to clients. Building Client Relationships: David explains how his role as a coordinator helps strengthen relationships with clients by providing personalized support and guidance throughout the estate planning process. The Importance of Funding: He emphasizes the critical role of funding estate plans to ensure they are effective and avoid probate costs. Overall, this episode offers valuable insights for advisors who are looking to enhance their estate planning services and provide exceptional value to their clients. To find out more about David and Littlejohn FS visit - ⁠https://littlejohnfs.com. Don't forget to subscribe, leave a review, and share this episode with your colleagues. For any questions or feedback, feel free to reach out to us at info@encorestateplans.com.

    35 min
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You probably have questions that this podcast will answer like: - But how do I add estate planning to my practice? - What if I don’t have all the answers to my clients' questions? - How do I avoid unauthorized practice of law? - How do I engage prospects that have an estate planning need? - Should I charge a planning fee for my time? - How do I make sure my clients' Trust gets funded? - How does estate planning help my practice grow? Learn best practices from financial planners just like you that have done it and are seeing incredible results with clients and prospect engagement.

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