Tips for New Parents
Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, to explore the essential estate planning steps new parents need to take.
1 min read
Wealth.com Resources
The Practical Planner Podcast
Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
All The Practical Planner Podcast Posts
Estate Planning for Clients Going Through a Divorce
From the ethical dilemmas advisors and attorneys face when a couple splits to the real risks of irrevocable trusts like SLATs, they explore how divorce impacts every layer of a client’s financial and estate plan.
1 min read
Everything You Need to Know About Irrevocable Trusts
Hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective.
1 min read
The Top Reasons to Update Your Estate Plan
In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans.
1 min read
Navigating Louisiana’s Estate Planning Landscape
In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana.
1 min read
Creating Liquidity at Death
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.
1 min read
Capital Gains vs Estate Planning
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.
1 min read
Trust Distributions
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management.
1 min read
Join Special Guest Christopher Holtby to Discuss Corporate Trustees
This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning.
1 min read
Top Estate Planning Mistakes
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton discuss common mistakes people make, such as not having an estate plan, failing to update it after life changes, and the pitfalls of do-it-yourself planning.
1 min read
