Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
Anna N’jie-Konte, CFP, shares how advisors can help clients approach difficult conversations and decisions around estate planning, including resistance due to cultural taboos.
Samantha Russell, Chief Evangelist at FMG, joins hosts Anne Rhodesand Thomas Kopelman to share how major life events led her to view estate planning in her life
Find out what you should know about real estate assets when creating an estate plan, including gifting strategies and common mistakes to avoid.
Find out what assets should and should not go into a trust, including real estate, businesses and more. Also learn about petitions for small states and beneficiary designations.
Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans.
Get the main considerations — Control, Asset Protection and Tax Planning — plus examples of when this would make sense.
Helping new clients with their estate plan can be an early win. Hosts Anne Rhodes and Thomas Koppelman share tips for helping clients create or update theirs.
Deciding to fund an individual or a joint trust isn’t always simple. This episode goes into what factors to consider when deciding the right type of trust.
Learn what IRS updates and numbers financial advisors should be aware of when helping their clients with estate planning in 2024.
Hosts Anne Rhodes & Thomas Kopelman discuss what financial advisors need to know about revocable trusts, their benefits and common misconceptions.
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