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
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The Practical Planner Podcast
Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
All The Practical Planner Podcast Posts
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
What is a Financial Advisor’s True Role 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
2025 Tax and Wealth Transfer Numbers Every Advisor Should Know
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.
1 min read
Live from Heckerling: Trusts, Taxes & Conference Insights
This episode covers why estate plans stall, the latest in irrevocable trusts, and the value of conferences for gaining expertise in wealth management fields.
1 min read
What to Know About Deed and Property Transfers 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
The Role of Charitable Giving in Estate Planning
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.
1 min read
How Election Results Can Impact Estate Tax Strategies
Hosts Thomas Kopelman, Anne Rhodes, and David Haughton discuss how election results could impact estate tax planning, emphasizing flexibility and informed strategies.
1 min read
