Navigating the Line Between Tax and Legal Advice
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.
1 min read
Wealth.com Resources
The Practical Planner Podcast
Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
All The Practical Planner Podcast Posts
Trusts, Titling & Tough Calls: A Practical Q&A
In this special Q&A episode, Thomas and David tackle some of the most common and practical estate planning questions they get from clients.
1 min read
Titling Assets: The Critical Step After Estate Docs Are Signed
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.
1 min read
Dynasty Trusts & the GST Exemption: Protecting Wealth Across Generations
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.
1 min read
The Family Support Playbook: Gifting, Loaning, and Renting Explained
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.
1 min read
Estate Planning Myths, Roadblocks and Solutions with Brent Weiss, Co-Founder of Facet
Bust common estate planning myths and explore how technology is reshaping the planning experience.
1 min read
Turning Market Turmoil into Estate Planning Opportunity
In this episode of The Practical Planner, experts dive into the estate planning opportunities that arise during down markets.
1 min read
Prenups, Post-Nups, and Protecting Assets in Marriage
Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.
1 min read
How to Handle Digital Assets in Estate Planning
Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.
1 min read
How AI Is Changing Wealth Management and Estate Planning
Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.
1 min read
