The Practical Planner Podcast

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.

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.