The Practical Planner Podcast

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.

A fully optimized Estate Plan is certain to change. In this episode hosts Anne Rhodes & Thomas Kopelman dive into when you should be updating your estate plan.

Hosts Anne Rhodes & Thomas Kopelman walk through a list of the main common terms financial advisors should know when it comes to Estate Planning.

Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets.

In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts.

What is a will vs. trust? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy. In this episode of The Practical Planner, Anne & Thomas dispel common misconceptions through straightforward discussion of the differences between wills and trusts, both definitionally and in practice — providing advisors […]

There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients. This can be daunting because documents are often referred to by different names and there are specific nuances associated with each document that affect how they work. In this episode of The Practical Planner, Anne […]

In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way with real-life examples. Watch or stream audio wherever you get your podcasts.