Resource Center

Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.

Hear the three key steps advisors need to know when guiding their clients through the process of finalizing and validating their estate plan documents.

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.

This article dives into scenarios and case studies of how the final SECURE Act regulations from the IRS could affect those inheriting 401(k)s or IRAs.

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 […]

We can’t believe we’re more than halfway through 2024! It’s been a busy summer so far, and we’re excited to share the latest updates with you. Introducing the Task Center to Elevate Oversight of Your Client’s Estate Planning Journey You asked and we listened. We’re pleased to announce the Task Center to enhance collaboration and […]

Key takeaways from the IRS’ final regulations to much of 2019’s SECURE Act, including those relating to the distribution requirement for inheritors of IRAs and 401(k)s.

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.

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.

Cutting-edge estate management suite empowers financial advisors to visualize their clients’ estate plans, model out potential scenarios and optimize for tax alpha

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.

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