Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Esther to review and summarize existing estate plans, to guiding clients through document completion, mobile notarization, and trust funding.
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.
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.
Hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective.
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.
In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana.
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.
In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management.
This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning.
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