When To Update An Estate Plan
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.
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
Key Estate Planning Terms To Know
Hosts Anne Rhodes & Thomas Kopelman walk through a list of the main common terms financial advisors should know when it comes to Estate Planning.
1 min read
Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.
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.
1 min read
Intro to Revocable Trusts vs Irrevocable Trusts
In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts.
1 min read
Will vs. Trust: What’s the Difference, Which Is Better, and When Do You Need Each?
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 […]
1 min read
Foundational Estate Planning Documents
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 […]
1 min read
