The Practical Planner Podcast

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 Chris Nason, head of private wealth at Wealth.com, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines “spouse,” dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts.

Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com and a longtime international estate planning attorney, to unpack the cross-border problems hiding inside ordinary American plans.

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, or even a primary residence inside an LLC?

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.

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.

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.

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.