The Practical Planner Podcast

Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors.

Explore the three phases of advisor involvement: nudging clients to initiate their estate plans, assisting with implementation, and ensuring plans remain up-to-date.

Essential insights into the role of trust location in estate planning. Explore how selecting the right state can enhance tax efficiency and asset protection for your clients.

Founder of the Good Money Framework, Derek Kinney, shares stories from his career as a top financial advisor, illustrating the emotional connections and meaningful conversations around estate planning as legacy building.

Tackle the top questions financial advisors frequently receive from clients about estate planning.

Delve into the intricate world of estate planning with Cody Garrett, CFP, from Measure Twice Planners. Discover the pivotal role of an executor and the challenges they face in managing and distributing assets.

CPA and Retirement Tax Services founder Steven Jarvis joins the Wealth.com team to unpack the compliance, communication, and client service dynamics around tax planning.

In this special Q&A episode, Thomas and David tackle some of the most common and practical estate planning questions they get from clients.

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.