Resource Center

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

We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.

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.

Our Chief Legal Officer, Anne Rhodes, recently wrote an article for WealthManagement.com that breaks down key aspects of elective community property, such as the The Double Basis Step-Up. It also includes actionable client examples that can help advisors contextualize what this trend means for their clients. Find it here:

A Trust for Descendant is a type of sub-trust that specifically benefits a child (or a more remote descendant), who is called the “primary beneficiary.” Read more for a comprehensive explainer.

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

What is a Marital Trust? In this guide experts from wealth.com break down how this type of trust works, who typically uses them and other key considerations for financial advisors who are discussing estate planning with their clients.

The IRS just released its inflation-adjusted numbers for 2024, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2023-34 and pulled out only the numbers most relevant for wealth transfer planning…

How This Crucial Aspect of Estate Planning Works A good estate plan allows you to understand what happens to your assets when you pass away. Generally speaking, there are three factors that can impact what happens to your assets at death: How your asset is owned. Your estate planning documents. Whether or not you have […]

The Checklist available for download below is designed to help people understand their responsibilities and organize tasks following the death of an individual who asked them to administer an estate. Advisors can use this as a general guide to help clients navigate the administration of an estate through to its conclusion. Estate Administration Checklist

We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.

What is the difference between a trust and a will? 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 […]