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
Should Your Revocable Trust Own Your Business?
If you’re a business owner, does it really make sense to put it in a Revocable Trust? That’s what hosts Anne Rhodes, Chief Legal Officer at wealth.com, and…
- The Practical Planner
Tips for Advising New Clients on Estate Planning
Helping new clients with their estate plan can be an early win. It’s not uncommon for new clients to not even have an estate plan in place. If they do, there…
- The Practical Planner
Individual vs. Joint Trusts: Which One Makes Sense?
Deciding to fund an individual or a joint trust may seem like a straightforward decision. But there are a number of factors that can impact which one to…
- The Practical Planner
2024 Estate Planning Numbers You Need to Know
A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024. In…
- The Practical Planner
Revocable Trusts Explained: The Power To Change Your Mind
In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman discuss what advisors need to know about revocable trusts, including: What…
- The Practical Planner
When To Update An Estate Plan
A fully optimized Estate Plan changes in tandem with life circumstances changing. In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman…
- The Practical Planner
Key Estate Planning Terms To Know
There are a lot of confusing Estate Planning terms, and many of the available resources for understanding this nomenclature aren’t straightforward for…
- The Practical Planner
Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.
Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. — CEO and co-founder of Turnqey Labs and 401 Financial, Strategic Advisor…
- The Practical Planner
Intro to Revocable Trusts vs Irrevocable Trusts
In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts, giving nuanced definitions of what…
- The Practical Planner
Trusts vs. Wills
What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy. In this…
- The Practical Planner
Foundational Estate Planning Documents
There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients. This can be daunting…
- The Practical Planner
Estate Planning Basics
In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way…
- The Practical Planner
Introducing The Practical Planner
The Practical Planner is a new show from wealth.com where Anne Rhodes, expert estate planning attorney and our Chief Legal Officer + Thomas Kopelman, a top…