You Created Your Estate Planning Documents, Now What?
Hear the three key steps advisors need to know when guiding their clients through the process of finalizing and validating their estate plan documents.
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
SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason
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.
1 min read
Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason
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 […]
1 min read
Where Estate Planning Fits Into Life Planning
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.
1 min read
Everything You Need to Know About Marital Trusts
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.
1 min read
Approaching Difficult Conversations with Clients with Anna N’Je-Konte, CFP®
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.
1 min read
Preparing for the Unimaginable and Inevitable with Samantha Russell
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
1 min read
How to Approach Real Estate in an Estate Plan with Jennifer Rozelle
Find out what you should know about real estate assets when creating an estate plan, including gifting strategies and common mistakes to avoid.
1 min read
What to Know About Funding a Trust
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.
1 min read
How to Manage Estate Planning Costs for Clients
Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans.
1 min read
