The Advisor's Guide to Estate Planning

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...

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 eLegac...

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, c...

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 y...

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 Takea...

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 trust...

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 pl...

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...

The Power of a Dedicated Estate Planning Coordinator Summary: In this episode, we delve into the world of estate planning coordination with Bill Page from Modern Wealth Management. Bill, a seasoned professional with nearly 20 years of experience, shares valuable insights on the importance of having a dedicated estate planning coordinator on your team. Key Takeaways:  Streamlining the Estate Planni...

Streamlining Estate Planning: Insights from Adam Sommers on Enhancing Client Experience Episode Description: In this episode, Adam Sommers shares a comprehensive look at his workflow for guiding clients through estate planning using the Encore system. He walks us through the initial steps, from sending out an introductory document to setting up the first meeting, and discusses how important it is...

The Power of Story, Personal Loss, and Giving the Gift of Love with Daniel Kopp In this episode, Daniel Kopp shares his expertise on estate planning. Discover how he combines empathy and technical knowledge to help clients navigate complex estate planning matters. Learn how Daniel’s personal journey has shaped his approach to working with clients. Discover practical strategies for overcoming clien...

Enhancing Estate Planning Conversations with Encore State Plans and FP Pathfinder In this episode of The Advisor's Guide to Estate Planning Podcast, we dive into a strategic partnership between Encore State Plans and FP Pathfinder designed to empower financial advisors in delivering exceptional estate planning services. Discover a new resource, the "Estate Planning Conversation Starter,&q...

Advisor's Guide to Estate Planning: Episode #8- Insightful Strategies from JT Belnap Welcome to another edition of the Advisor's Guide to Estate Planning. In this episode, host Matt Morris sits down with JT Belnap from Treasure Valley Financial Planning to delve into the intricacies of successfully implementing estate planning services. Located in the Treasure Valley, encompassing the Bois...

Estate Planning Made Easy: How to Help Clients Overcome Procrastination This episode of the Advisor's Guide to Estate Planning dives into how to seamlessly integrate estate planning into your financial planning services. Financial advisor Amy Irvine of Rooted Planning Group discusses the challenges clients often face when it comes to creating essential documents like wills and trusts. You'...

Boost Your Client Services with Joel Top's Estate Planning Approach This episode dives into how financial advisor Joel Top is expanding his service offerings to include affordable estate planning. Previously a physics teacher, Joel left the traditional firm model to provide a more holistic experience for his clients. In this episode we discuss: Leveraging Encore software to streamline the esta...

Abandon the Asset Chase: Build Trust & Client Peace with Financial Planning In this episode, we look at breaking the mold of traditional financial advising. We're moving beyond the chase for assets and diving into building trust with a client-centered, four-pillar approach. Our discussion with Eric Bishoff CFP® President and CEO of Bishoff Financial Group covers how to craft comprehensive...

Listen to Scott Leonard from Navigoe on the Advisor's Guide To Estate Planning Podcast! In this episode Scott dives into how advisors can simplify the estate planning process for their clients. Here's the nuggets of wisdom Scott offers: Streamlined Approach: Scott explains how his approach saved him time and money compared to traditional estate planning methods. This allows him to serve mo...

Description: Join Ariel, Mike & Yohance Harrison from Money Script Wealth Management as they explore estate planning, offering expert advice & real stories highlighting the crucial role of financial advisors. Learn why estate planning is vital for everyone, safeguarding assets & ensuring your wishes are honored. Key Topics: Importance of estate planning for all, common misconceptions,...

In this episode of The Advisor’s Guide To Estate Planning we are excited to welcome Tushar Kumar, founding advisor at Twin Peaks Wealth Advisors ! Tushar is an innovator when it comes to using Encore to streamline the estate planning process for his clients. In this episode, he discusses how Encore helps gather client information, walks clients through the necessary documents, and even connects th...

Matt and Ariel chat with Eric Negron, the CEO of ForeFront Wealth Partners , about all things estate planning and why he's a big fan of it. Eric's journey: Originally in retail, his finance degree led him to financial services. He emphasizes learning from a missed promotion and highlights his passion for financial planning. Estate planning 101: Early on, he saw the importance of estate pla...

The Advisor's Guide to Estate Planning: A Podcast for Financial Professionals Attention financial advisors! Are you concerned about the low rate of estate planning adoption among your clients? Statistics show that a staggering 67% of Americans lack a proper estate plan, leaving their families potentially vulnerable. Introducing The Advisor's Guide to Estate Planning podcast, a new initiati...

The Advisors Guide To Estate Planning podcast is coming soon! Have questions, comments or feedback? Let us know at info@encorestateplans.com.