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The Danger of Declining Estate Planning

Wealth Management

Estate planning is far more than a legal formality for business owners, art collectors and aging clients.

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Build (Customized) Flexible Estate Planning Strategies In A Constantly Changing Political Landscape

Nerd's Eye View

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients.

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Perfect Storm of Estate Planning Challenges

Wealth Management

Will you be there to help clients with wills, trusts and estate planning needs?

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Remember the Benefits of Estate Planning

Integrity Financial Planning

Estate planning can be difficult to think about, let alone plan for. Maybe you’ve avoided putting together a concrete plan because you don’t want to think too far into the future when it’s time to pass on what you have. Or maybe you don’t think an estate plan is necessary because you’re not rich enough to warrant one.

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Long-Term Care Considerations in Estate Planning

This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.

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Celebrity Estates Replay: King Charles and How International Heirs Impact Estate Planning

Wealth Management

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

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Solving for the Broken Estate Planning Client Experience

Wealth Management

EncorEstate Plans has created a solution that allows the advisor to collaborate with the client throughout the estate planning process.