EDUCATIONAL RESOURCES
Videos and Articles - Estate Planning Basics Great Advisors Should Know
26 articles
Estate Planning 101 Videos
Short Videos Based on Advisors Most Frequently Asked Questions
Estate Planning 101 - I can't believe you said that!Avoid common mistakes and avoid sounding silly. Learn how to say it the right way.
Estate Planning 101 - How it all works!Learn what the documents within a Trust-Based Estate plan do and how they work together.
Estate Planning 101 - RestatementWhat is a restatement? Who needs one? What if it's not from EncoreEstate Plans? Does this change the Trust's name or date?
Estate Planning 101 - Using Life Insurance to Fund a Trust-Based Estate Plan
Estate Planning 101 - Special Needs Trust
Estate Planning 101 Articles
Educational Insights on Estate Planning Basics.
Trust-Based Estate Plans vs Will-Based Estate Plans: Deciding Factors Your Clients Should Consider
HEMS: A Simple Guide
Per Stirpes vs Lapse (aka Per Capita): What’s the Difference?
Unborn Children, Expectant Parents, and Parents Who Plan to Have More Children
Immediate vs Springing Power of Attorney
What is a DNR? What are the Pros and Cons of Having One in Place?
General Information and FAQs - WillsGeneral Information and FAQs on Wills - Learn the Who, What, When, Where, and Why!
Testamentary Trusts within Will-Based Plans
Transferring WealthA transfer wealth and the potential creation of generational wealth- How does Estate Planning help accomplish this?
General Information and FAQs - ProbateGeneral Information and FAQs on Probate - Learn the Who, What, When, Where, and Why!
Digital Assets
Various Types of Trust Documents
Estate Planning 201 Articles
Educational materials covering more in-depth planning scenarios and FAQ's.
Blended Family ConsiderationsIdeas to assist blended families with their unique Estate Plan preparation.
Special Needs Trust
The Potential Consequences of Dying IntestateWhat does it mean to die intestate? How will this affect your family and loved ones?
What is a Disclaimer Trust?How does it relate to a Trust-Based Estate Plan, and what tax advantages may it provide?
What is a QDOT?What are the basics and advantages/disadvantages of a Qualified Domestic Trust?
What is an AB Trust?What is an AB Trust, and how does it relate to a Trust-Based Estate Plan? What will the execution of the AB Trust Provisions entail?
What is a QTIP Trust?Learn what a QTIP Trust is and its function within a comprehensive Estate Plan.
Gross vs. Taxable EstateUse the breakdown below to help describe the difference between a client's Gross and Taxable Estate.
Webinars to Help You with All Things Estate Planning
Learn the latest workflows, best practices, and insights.
Webinars (Past and Upcoming)Listen and learn from other advisors using Encore.