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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

Prenups, Post-Nups, and Protecting Assets in Marriage

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

1 min read Apr 1, 2025

How to Handle Digital Assets in Estate Planning

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

1 min read Mar 18, 2025

How AI Is Changing Wealth Management and Estate Planning

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

1 min read Mar 5, 2025

What is a Financial Advisor’s True Role in Estate Planning?

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

1 min read Feb 18, 2025

2025 Tax and Wealth Transfer Numbers Every Advisor Should Know

Stay ahead in 2025 with key tax and wealth transfer updates! Hosts Thomas Kopelman & David Haughton break down estate tax, gifting limits, IRA rules & more.

1 min read Feb 4, 2025

Live from Heckerling: Trusts, Taxes & Conference Insights

This episode covers why estate plans stall, the latest in irrevocable trusts, and the value of conferences for gaining expertise in wealth management fields.

1 min read Jan 22, 2025

What to Know About Deed and Property Transfers in Estate Planning

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

1 min read Jan 7, 2025

The Role of Charitable Giving in Estate Planning

Explore the tax benefits and tools of charitable giving in estate planning, from DAFs to trusts, and strategies to involve heirs and minimize their tax burden.

1 min read Dec 17, 2024

How Election Results Can Impact Estate Tax Strategies

Hosts Thomas Kopelman, Anne Rhodes, and David Haughton discuss how election results could impact estate tax planning, emphasizing flexibility and informed strategies.

1 min read Dec 4, 2024

How to Leave Assets to Children & Minors

Hosts Thomas Kopelman and Dave Haughton focus on how children can receive assets and the considerations that go into it, such as their long-term motivation and well-being.

1 min read Nov 6, 2024

How to Financially Plan for Your Children’s Future

This episode explores accounts including UTMA and 529 plans, detailing the pros and cons of each as well as gifting, and when to utilize trusts.

1 min read Oct 22, 2024

Everything You Need to Know About Credit Shelter Trusts

The hosts discuss the different ways Credit Shelter Trusts can be structured and the potential downsides of using one

1 min read Oct 8, 2024