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.

Hosts Thomas Kopelman and Dave Haughton focus on how children can receive assets and the considerations that go into it, such as their long-term motivation and well-being.

This episode explores accounts including UTMA and 529 plans, detailing the pros and cons of each as well as gifting, and when to utilize trusts.

The hosts discuss the different ways Credit Shelter Trusts can be structured and the potential downsides of using one

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.