The Practical Planner Podcast

Hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective.

In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans.

In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana.

In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.

In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning.

In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management.

This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning.

In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton discuss common mistakes people make, such as not having an estate plan, failing to update it after life changes, and the pitfalls of do-it-yourself planning.

In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the “One Big Beautiful Bill,” exploring its unexpected twists and implications for estate planning, income tax brackets, and more.

Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors.

Explore the three phases of advisor involvement: nudging clients to initiate their estate plans, assisting with implementation, and ensuring plans remain up-to-date.

Essential insights into the role of trust location in estate planning. Explore how selecting the right state can enhance tax efficiency and asset protection for your clients.