The Practical Planner Podcast

Unpack the complexities of properly funding a trust: how to handle everything from bank accounts and investment accounts to business interests, private investments, and life insurance.

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 Transfer tax.

Helping kids financially isn’t one-size-fits-all. Unpack the nuanced differences between gifting, loaning, and renting when supporting family, especially when it comes to housing.

Bust common estate planning myths and explore how technology is reshaping the planning experience.

In this episode of The Practical Planner, experts dive into the estate planning opportunities that arise during down markets.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Stay ahead in 2025 with key tax and wealth transfer updates! Hosts Thomas Kopelman & David Haughton break down estate tax, gifting limits, IRA rules & more.

This episode covers why estate plans stall, the latest in irrevocable trusts, and the value of conferences for gaining expertise in wealth management fields.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.