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.
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!
22 Jul 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 (https://www.elegacylaw.com/about/), 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!
1 Apr 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 planning
Overcoming barriers and confidently introducing estate planning
Why revocable trusts are critical and how they protect clients from probate
Enhancing client relationships through proactive estate planning
Effective 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 (mailto:info@encoreestateplans.com).
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
1,967
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
5 ratings
Podcast Authority Score: 22 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
17
Social presence
0
YouTube
68
Engagement
0
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