Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.
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.
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.
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