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Episodes

Let's reimagine estate planning together. Unlike other shows that only skim the surface, hosts Thomas Kopelman (Top 100 Advisor by Investopedia and Head of Community) and Anne Rhodes (Chief Legal Officer and award-winning trusts & estate attorney) provide takeaways that advisors can use to meet clients wherever they are in the estate planning process.

Intro Episode

Introducing the Practical Planner

Episode One

Estate Planning Basics

Episode Two

Foundational Estate Planning Documents

Episode Three

Trusts vs. Wills

Episode Four

Intro to Revocable Trusts vs Irrevocable Trusts

Episode Five

Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.