Shows / The Practical Planner
The Practical Planner
Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The…
Episodes
- The Practical Planner
Celebrity Estate Plan Horror Stories, From Prince to Heath Ledger
Celebrities have managers, agents, and advisors around them, yet many still leave estate plans that fail their families. Thomas Kopelman is joined by Lisa…
- The Practical Planner
How to Fix a Mistake in a Trust
Even a small mistake in a trust can change where the assets go. Thomas Kopelman and Anne Rhodes walk through the most common errors, from a misspelled…
- The Practical Planner
How to Remove or Replace a Trustee
Knowing how to remove or replace a trustee comes down to what the trust document allows. Thomas Kopelman and Anne Rhodes cover why clients change trustees…
- The Practical Planner
Ultra High Net Worth Estate Planning: The Top 5 Strategies
Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by…
- The Practical Planner
International Estate Planning Strategies
A green card makes someone a spouse in every way but one: the unlimited marital deduction. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of…
- The Practical Planner
Real Estate: To Be or Not to Be, in an LLC
Thomas Kopelman, Anne Rhodes, and Lisa Weigel dig into one of the most common real estate questions advisors hear: should a client hold a rental, second home…
- The Practical Planner
How to Create Stickiness as an Advisor, for the Post-Death of Clients
Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and Lisa…
- The Practical Planner
A Deep Dive into Jump's Annual Research Report
Liam Hanlon of Jump joins Thomas Kopelman and Anne Rhodes for a data-driven look at what AI is really revealing about advisor–client conversations. Drawing on…
- The Practical Planner
Estate Planning for Widows and Widowers
Thomas Kopelman, Anne Rhodes, and Lisa Weigel explore the critical role financial advisors play when a client loses a spouse. They break the advisor-widow…
- The Practical Planner
Wealth.com Most Common Questions: How Thomas Uses the Platform
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…
- The Practical Planner
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…
- The Practical Planner
Estate Planning for Clients Going Through a Divorce
Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate planning…
- The Practical Planner
Everything You Need to Know About Irrevocable Trusts
Join hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective. They tackle the often…
- The Practical Planner
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…
- The Practical Planner
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—from its unique legal…
- The Practical Planner
Creating Liquidity at Death
In this episode of the Practical Planner Podcast, host Thomas Kopelman, along with Anne Rhodes and guest Rachel Hartman, delve into the critical topic of…
- The Practical Planner
Capital Gains vs Estate Tax Planning
In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences…
- The Practical Planner
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. They…
- The Practical Planner
Corporate Trustees with Special Guest, Christopher Holtby
Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees…
- The Practical Planner
Top Estate Planning Mistakes
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They discuss common…
- The Practical Planner
Dive Into the One Big Beautiful Bill
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the "One Big Beautiful Bill,"…
- The Practical Planner
Everything you need to think about tax planning before the year's end
Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a…
- The Practical Planner
How to Incorporate Estate Planning Into Your Practice
In this episode of the Practical Planner podcast, hosts Thomas Kopelman, Dave Haughton, and Anne Rhodes, delve into the crucial role advisors play in estate…
- The Practical Planner
Why Trust Location Matters: Exploring Tax & Asset Protection States
In Episode 48, we provide financial advisors and planners with essential insights into the pivotal role of trust location in estate planning. Explore how…
- The Practical Planner
Top Client Questions
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton tackle the top questions advisors frequently receive from clients…
- The Practical Planner
The Role of an Executor
In this insightful episode, we delve into the intricate world of estate planning with Cody Garrett, CFP, from Measure Twice Planners. Discover the pivotal role…
- The Practical Planner
Helping clients leave a legacy and facilitate a family meeting with Derrick Kinney
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and Anne Rhodes are joined by esteemed guest, Financial Advisor and Founder of the Good…
- The Practical Planner
Navigating the Line Between Tax and Legal Advice
CPA and Retirement Tax Services founder Steven Jarvis joins the Wealth.com team to unpack the compliance, communication, and client service dynamics around tax…
- The Practical Planner
Trusts, Titling & Tough Calls: A Practical Q&A
In this special Q&A episode, Thomas and David tackle some of the most common—and practical—estate planning questions they get from clients. From deciding when…
- The Practical Planner
Titling Assets: The Critical Step After Estate Docs Are Signed
Titling assets correctly is one of the most overlooked but critical parts of estate planning. In this episode, Thomas Kopelman and David Haughton unpack the…
- The Practical Planner
Dynasty Trusts & the GST Exemption: Protecting Wealth Across Generations
Thomas, Anne, and David break down one of the most complex—but powerful—tools in advanced estate planning: the dynasty trust and the Generation-Skipping…
- The Practical Planner
The Family Support Playbook: Gifting, Loaning, and Renting Explained
Helping kids financially isn’t one-size-fits-all. In this episode, Thomas Kopelman, Anne Rhodes, and David Haughton unpack the nuanced differences between…
- The Practical Planner
Estate Planning Myths, Roadblocks and Solutions with Brent Weiss, Co-Founder of Facet
Brent Weiss, Head of Financial Wellness at Facet, joins Thomas Kopelman and Anne Rhodes to bust common estate planning myths and explore how technology is…
- The Practical Planner
Turning Market Turmoil into Estate Planning Opportunity
In this episode of The Practical Planner, Thomas Kopelman and David Haughton dive into the estate planning opportunities that arise during down markets. With…
- The Practical Planner
Prenups, Post-Nups, and Protecting Assets in Marriage
No one gets married planning for divorce—but failing to plan can leave assets vulnerable. In this episode, Thomas Kopelman, Anne Rhodes, and Dave Haughton dive…
- The Practical Planner
How to Handle Digital Assets in Estate Planning
Crypto, online accounts, and other digital assets are now a critical part of estate planning—but many advisors and clients aren’t prepared. In this episode…
- The Practical Planner
How AI Is Changing Wealth Management and Estate Planning
AI is transforming wealth management and estate planning, but how should advisors think about it? In this episode, Thomas Kopelman, Dave Haughton, and Anne…
- The Practical Planner
What is a Financial Advisor’s True Role in Estate Planning?
This week, hosts Thomas Kopelman and Dave Haughton provide their perspectives on the critical role advisors have in helping their clients with their estate…
- The Practical Planner
2025 Tax and Wealth Transfer Numbers Every Advisor Should Know
Join hosts Thomas Kopelman and David Haughton as they dive into the critical financial planning numbers for 2025. Learn about updated estate tax exemptions…
- The Practical Planner
Live from Heckerling: Trusts, Taxes & Conference Insights
This episode of The Practical Planner was recorded live at the 59th Annual Heckerling Institute on Estate Planning in Orlando, one of the premier conferences…
- The Practical Planner
What to Know About Deed and Property Transfers in Estate Planning
In this episode of The Practical Planner, our hosts dive deep into the complexities of deed transfers. They discuss how to transfer properties into trusts, the…
- The Practical Planner
The Role of Charitable Giving in Estate Planning
Charitable giving can provide crucial immediate tax benefits, but it can also be a powerful tool in estate planning. Hosts Thomas Kopelman and Dave Haughton…
- The Practical Planner
How Election Results Can Impact Estate Tax Strategies
In this episode, hosts Thomas Kopelman, Anne Rhodes, and David Haughton explore how recent election results could shape estate tax planning through 2025 and…
- The Practical Planner
Charitable Giving & The Role of DAFs with Adam Nash
This week, Adam Nash, CEO and co-founder of Daffy, joins host Thomas Kopelmen for a special charity-focused episode of The Practical Planner. Giving to…
- The Practical Planner
How to Leave Assets to Children & Minors
It’s important to take the time to decide how to leave your assets to your children, or other minors in your life. That’s the takeaway message from hosts…
- The Practical Planner
How to Financially Plan for Your Children’s Future
Estate planning isn’t just about what happens after you die. It’s also about knowing how to best pass on your wealth during your lifetime, especially your…
- The Practical Planner
Everything You Need to Know About Credit Shelter Trusts
If you’ve wondered if your client needs a Credit Shelter Trust, this episode details their value in estate planning. Hosts Anne Rhodes, Thomas Kopelman and…
- The Practical Planner
How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway
Dasarte Yarnway is well known throughout the wealth management community as the Founder of Yarnway Wealth Management and Head of Community at Altruist. In this…
- The Practical Planner
Everything You Need to Know about Gifting (& Taxes)
Gifting can be a great strategy to transfer wealth but the tax implications and exemptions are often misunderstood. Tax-free strategies for gifting to family…
- The Practical Planner
You Created Your Estate Planning Documents, Now What?
Host Thomas Kopelman is joined by Dave Haughton, Senior Corporate Counsel at wealth.com, who’s stepping for Anne Rhodes as ongoing co-host temporarily, to…
- The Practical Planner
SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason "
Anne and Thomas are joined again by Chris Nason, partner at McDermott, Will and Emery LLP, to discuss the intracacies of how trusts operate, focusing on SLATs…
- The Practical Planner
Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason
Chris Nason, a partner at McDermott, Will and Emery LLP, who focuses on tax and estate planning, and Stanford University Trust and Estate Planning teacher…
- The Practical Planner
Where Estate Planning Fits into Life Planning with Justin Castelli
Justin Castelli, Founder of RLS Wealth, joins hosts Anne Rhodes and Thomas Kopelman to talk about how his approach to financial planning has shifted to focus…
- The Practical Planner
Everything You Need to Know About Marital Trusts
Curious when it makes sense to have a Marital Trust? Hosts Anne Rhodes, Chief Legal Officer at [wealth.com](http://wealth.com) and Thomas Kopelman, Head of…
- The Practical Planner
Approaching difficult conversations with clients - Anna N'Je-Konte
Estate planning can be difficult due to tough conversations you may need to have and make. This can be exacerbated by certain cultural and generational…
- The Practical Planner
Preparing for the Unimaginable and Inevitable with Samantha Russell
Samantha Russell, Chief Evangelist at FMG, joins hosts Anne Rhodes, Chief Legal Officer at wealth.com and Thomas Kopelman, Head of Community at wealth.com and…
- The Practical Planner
How to approach real estate in an estate plan with Jennifer Rozelle
Jennifer Rozelle, Owner and Attorney at Indiana Estate & Elder Law and host of the Legal Tea podcast, joins hosts Anne Rhodes and Thomas Kopelman to discuss…
- The Practical Planner
What to Know About Funding a Trust
Your client has set up a trust, now what? Hosts Anne Rhodes and Thomas Kopelman dive deep into what assets should go into a trust and what assets should not…
- The Practical Planner
How To Manage Estate Planning Costs For Clients
Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans. The conversation highlights…
- The Practical Planner
Should Your Irrevocable Trust Own Your Business?
The previous episode covered why you may want your revocable trust should own your business. So, in this episode hosts Anne Rhodes, Chief Legal Officer at…