このエピソードについて
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 you're a financial advisor helping clients with estate planning, this is a must-watch to ensure you're providing real value, avoiding costly mistakes, and strengthening client relationships.
What you'll learn from Wes:
✅ The Encore process and how advisors can streamline estate planning.
✅ Common pitfalls in wills, trusts, and fiduciary selections.
✅ The powerful protections of Florida’s homestead laws.
✅ Real-life estate plan disputes, and how to prevent them.
✅ How to help clients ensure smooth wealth transfers
💡 Resources Mentioned:
🟢 Encore Estate Plans: https://www.encorestateplans.com/
🤝 Connect with Wes Dunaway: https://help.encorestateplans.com/en/articles/10297097-meet-our-florida-partner-attorney-wes-dunaway
