The Practical Planner Podcast

Explore the tax benefits and tools of charitable giving in estate planning, from DAFs to trusts, and strategies to involve heirs and minimize their tax burden.

Hosts Thomas Kopelman, Anne Rhodes, and David Haughton discuss how election results could impact estate tax planning, emphasizing flexibility and informed strategies.

Hosts Thomas Kopelman and Dave Haughton focus on how children can receive assets and the considerations that go into it, such as their long-term motivation and well-being.

This episode explores accounts including UTMA and 529 plans, detailing the pros and cons of each as well as gifting, and when to utilize trusts.

The hosts discuss the different ways Credit Shelter Trusts can be structured and the potential downsides of using one

Dasarte Yarnway joins this episode to discuss his approach to holistic financial planning, why estate planning is the backbone and his RIITE planning process.

Gifting can be a great strategy to transfer wealth but the tax implications and exemptions are often misunderstood. Listen to this Practical Planner episode to learn more.

Hear the three key steps advisors need to know when guiding their clients through the process of finalizing and validating their estate plan documents.

Anne and Thomas are joined by Chris Nason, partner at McDermott, Will and Emery LLP, to discuss the intricacies of how trusts operate, focusing on SLATs an Marital Trusts.

In the latest episode of The Practical Planner, Anne Rhodes and Thomas Kopelman sit down with Chris Nason, a partner at McDermott Will & Emery LLP and a Trust and Estate Planning teacher at Stanford University. Chris provides a deep dive into The Tax Cut and Jobs Act of 2017, sharing insights on how advisors […]

By helping clients figure out what their authentic life looks like, Justin Castelli, founder of RLS Wealth, believes it brings more clarity to the estate planning process.

Hosts Anne Rhodes and Thomas Kopelman discuss all you need to know about having a marital trust, digging into the three main reasons why you may need one.