EncorEstate Plans Blog

Estate Planning for the Mass Affluent - EncorEstate Plans

Written by Ian Stuart | Apr 16, 2024 1:44:25 PM

This is a free continuing education webinar for CFPs where we’ll talk about the differences between wills and trusts, asset titling, beneficiary designations, effective use of trust-based estate planning, and much more! We will equip you with all of the education you need to start helping your clients bridge this gap!