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  • Trust Distributions

    Trust Distributions
    2025/12/18
    In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the rights involved, and the strategic decisions surrounding trust distributions. With a focus on practical advice, this episode is a must-listen for anyone involved in estate planning or managing family trusts. Tune in to gain valuable insights into the world of trusts and how to effectively manage them for long-term success.
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    23 分
  • Corporate Trustees with Special Guest, Christopher Holtby

    Corporate Trustees with Special Guest, Christopher Holtby
    2025/12/03
    Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning. Christopher shares his expertise on the strategic importance of trustees in managing wealth, offering listeners a comprehensive understanding of trust dynamics. Whether you're an advisor or a beneficiary, this episode is packed with insights to help you navigate the complexities of trust management.
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    34 分
  • Top Estate Planning Mistakes

    Top Estate Planning Mistakes
    2025/11/18
    In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They 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. With personal anecdotes and professional insights, they emphasize the importance of proper planning to avoid costly errors and ensure your assets are protected. Tune in to learn how to safeguard your legacy and make informed decisions for your future.
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    24 分
  • Dive Into the One Big Beautiful Bill

    Dive Into the One Big Beautiful Bill
    2025/11/04
    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. They discuss key changes, such as the increase in the estate tax exemption and the extension of income tax brackets, while offering insights into strategic planning opportunities for high-net-worth individuals. Tune in to understand how these developments could impact your financial strategies and what steps you can take to stay ahead. Don't miss this informative discussion that could shape your financial future!
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    26 分
  • Everything you need to think about tax planning before the year's end

    Everything you need to think about tax planning before the year's end
    2025/10/14
    Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a comprehensive checklist, covering everything from maximizing deductions and charitable giving to Roth conversions and tax loss harvesting. Equip yourself with practical tips and insights to guide your clients through the tax season effectively. Enhance your advisory services with strategies that can save your clients money and improve their financial outcomes. Happy tax planning!
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    15 分
  • How to Incorporate Estate Planning Into Your Practice

    How to Incorporate Estate Planning Into Your Practice
    2025/10/07
    In this episode of the Practical Planner podcast, hosts Thomas Kopelman, Dave Haughton, and Anne Rhodes, delve into the crucial role advisors play in estate planning. They explore the three phases of advisor involvement: nudging clients to initiate their estate plans, assisting with implementation, and ensuring plans remain up-to-date. Through personal anecdotes and professional insights, they highlight the importance of advisors in guiding clients through life events and maintaining effective estate plans. Tune in to learn how advisors can go beyond asset management to truly impact their clients' lives.
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    21 分
  • Why Trust Location Matters: Exploring Tax & Asset Protection States

    Why Trust Location Matters: Exploring Tax & Asset Protection States
    2025/09/29
    In Episode 48, we provide financial advisors and planners with essential insights into the pivotal role of trust location in estate planning. Explore how selecting the right state can enhance tax efficiency and asset protection for your clients. Gain expert knowledge and actionable strategies to guide your clients in making informed decisions that align with their financial goals. Join us for a deep dive into optimizing trust locations to elevate your estate planning services.
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    23 分
  • Top Client Questions

    Top Client Questions
    2025/09/22
    In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton tackle the top questions advisors frequently receive from clients about estate planning. They delve into the complexities beyond the federal level, exploring state-specific issues such as probate, homestead laws, and the nuances of Medicaid and Medicare. With insights into how different states handle estate and inheritance taxes, this episode is essential for anyone looking to optimize their estate planning strategy. Tune in to learn how to navigate these critical topics with your clients, and ensure their (and your) assets are protected for future generations.
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    24 分