The Practical Planner Podcast

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.