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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 - Age-Based and Other RestrictionsLet's dive into Restrictions. What they are, our standard options, and more!
Estate Planning 101 - Professional TrusteesWhat is a Professional/Corporate Trustee? Why would my Client need one? Is there a fee?
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 - Estate Planning for SinglesLet's dig into Estate Planning for Singles- Beneficiary considerations, children in the future, trustee and guardian considerations.
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.
Multiple Trustees Acting TogetherA review of the advantages and disadvantages of multiple trustees working together.
Trust-Based Estate Plans vs Will-Based Estate Plans: Deciding Factors Your Clients Should Consider
Per Stirpes vs Lapse (aka Per Capita): What’s the Difference?
Immediate vs Springing Power of Attorney
HEMS: A Simple Guide
What is a DNR? What are the Pros and Cons of Having One in Place?
Digital Assets
Various Types of Trust Documents
Testamentary Trusts within Will-Based Plans
Transferring WealthA transfer wealth and the potential creation of generational wealth- How does Estate Planning help accomplish this?
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
What is a Disclaimer Trust?Learn what a Disclaimer Trust is, and how does it relate to a Trust-Based Estate Plan.
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.
The Potential Consequences of Dying IntestateWhat does it mean to die intestate? How will this affect your family and loved ones?
Gross vs. Taxable EstateUse the breakdown below to help describe the difference between a client's Gross and Taxable Estate.