Another Must-Learn Monday coming in hot: did you know your clients just need to answer 5 questions to get their estate plans complete? 1) Who will inherit your assets? 2) How will they receive these assets? 3) Who makes financial decisions if you can't? 4) Who makes

Look, ma: no more wrinkled up EncorEstate Plans tablecloth!!! 😎 esp. at Cambridge Investment Research, Inc.'s #CambridgeIgnite Day 1 was a blast, with Day 2 looking to be even bigger! Stop by the Encore table Letter N with Matt Morris and Daniel Michaelsen, JD to help your

Having your clients update their estate plans is like updating the Cracker Barrel or MSNBC logos: - You'll get vigorous debates about every little detail. - Some changes look like ChatGPT did it. - People will throw hands over it like they do at some Cracker Barrels or at family

Your favorite billionaire estate planning nerd and jock are getting married 🧨 Sidebar: does anyone know TayTay and or Travis's financial advisor(s)? Would love an intro to them so they can see how EncorEstate Plans can help them ensure TayTay and Travis's estate plan is

Two things you might've missed from Future Proof Festival: 1) Michael Kitces sharing insights from the Kitces.com team's latest AdvisorTech Survey (their research work surpasses the gold standard of how research is done; should be called "the Kitces standard") 💚

Estate planning is more than just a one-time document. At every level, the advisor needs to continue bringing clients value beyond the execution of estate documents, especially helping clients understand beneficiary designations for ensuring their estate plans are properly and

Live from Austin, it's XYPN Live!!! So MANY great sessions – here are our recos: Michael Kitces: 𝗫𝗬𝗣𝗡’𝘀 𝟮𝟬𝟮𝟱 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝗶𝗻𝗴 𝗦𝘁𝘂𝗱𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 - 𝗙𝗿𝗶 𝟵/𝟮𝟲 𝟱:𝟯𝟬𝗽𝗺 - 𝟲:𝟯𝟬𝗽𝗺 The man, the myth, the legend bringing the 🔥🔥🔥 This is

When the Kitces.com team (esp. Jonathan Dursteler, CFP®, CRPS® 😎 ) makes a recommendation, it's a very good idea to take heed! Especially when it could make your XYPN Live booth signage better 🤣 👏 Jonathan had the hilarious (and spot-on!) suggestion to change

According to The Wealth Advisor, "Estate planning is a space where accuracy, nuance, and context are non-negotiable. A small error in a trust, power of attorney, or beneficiary designation can have significant financial and legal consequences for a client and their family.

Why would people pay someone $30K to name their baby when there are great, free tools out there like the Wu-Tang Name Generator? Same reason why we've seen clients pay some of the advisors we work with that amount for a complete, up-to-date, and funded estate plan 😎 Value is

Ask ChatGPT "𝗦𝗵𝗼𝘂𝗹𝗱 𝗜 𝗽𝘂𝘁 𝗺𝘆 𝗵𝗼𝘂𝘀𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗻𝗮𝗺𝗲 𝗼𝗳 𝗺𝘆 𝘁𝗿𝘂𝘀𝘁 𝗼𝗿 𝘂𝘀𝗲 𝗮 𝘁𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗼𝗻 𝗱𝗲𝗮𝘁𝗵 𝗱𝗲𝗲𝗱?" and it'll give you this answer: "A transfer on death (TOD) deed allows for simpler transfer upon your death, without the need

Can you find the fly in this picture? Similarly, can your clients find confirmation that their loved ones' estate plans have been funded? You'll see where we're going w/ this in today's Must-Learn Monday thanks to a fly, Luke Cook, and his fly swatter: It's fly season in

What happens to an estate plan when a trustee gets arrested? You might have to ask "Boy Scout" Bob Hartheimer (now ex-CEO of Evolve Bank) when he's out of jail, but 'tis a very good question 😄 Btw, Happy National Estate Planning Awareness Week! P.S. Someone actually asked

Trying to make your getaway on a commercial airline at one of the world's busiest airports after stealing the French crown jewels is like getting your estate plan signed, but not funded 🫠 Similar to how OJ wrote about it in a book, this is how we'd make our getaway with the

Echoing R. Cole Craven's sentiments, Herbert Kyles, CFP® and Matt Morris really are great people dedicated to serving others exceptionally well 😄 That's why EncorEstate Plans is PUMPED to bring you a fireside chat with Herbert and Move Health (they're bringing marshmallows

Do you have an estate planning conversation framework in place? All good if not! And if you do, it's always good to compare notes with other advisors, esp. those who are super passionate about estate planning 😄 Eric J. Negron, CEPA® 📌, Matt Morris, and Blake Brewer🖋 reunite

How to show your clients what happens when they don't get their estate plans signed, notarized, and funded: ==== Follow EncorEstate Plans for estate planning memes, and all things estate planning for advisors 😎

Matt Morris, CEO & Co-Founder of EncorEstate Plans, discusses the firm's study of how well the major AI chatbots responded to 46 basic estate planning questions. Matt J. Morris EncorEstate Plans

Brings a whole new meaning to "Fake News!!!" 🤣 If Big Journalism and Big Law aren't safe from ChatGPT, then who is?!?! Advisors, duh! Especially if they can educate their clients on the dangers of relying on ChatGPT and other AI chatbots for financial planning and estate