Short Videos Based on Advisors Most Frequently Asked Questions
8 articles
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