A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024.  In this episode hosts Thomas Kopelman (Named a Top 100 financial advisor by Investopedia) and Anne Rhodes (Chief Legal Officer at Wealth.com) discuss: <ul>
<li>The updated IRS numbers all advisors need to know.</li>
<li>Annual family gifting details and opportunities you may not be aware of.</li>
<li>Other estate planning strategies, such as why grandparents contributing to a 529 plan are excluded from FAFSA applications.</li>
</ul> Get the full <a href="https://www.wealth.com/resources/trends-insights/2024-irs-inflation-adjusted-numbers-reference-guide">2024 IRS inflation Adjusted Numbers Reference Guide for Estate Planning</a> here.

A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024. In this episode hosts Thomas Kopelman (Named a Top 100 financial advisor by Investopedia) and Anne Rhodes (Chief Legal Officer at Wealth.com) discuss: The updated IRS numbers all advisors need to know. Annual family gifting details and opportunities you may not be aware of. Other estate planning strategies, such as why grandparents contributing to a 529 plan are excluded from FAFSA applications. Get the full 2024 IRS inflation Adjusted Numbers Reference Guide for Estate Planning here.

A new year means financial advisors are taking a fresh look at their clients’ financial plans, so it’s important to know IRS’s adjusted numbers for 2024.&nbsp; In this episode hosts Thomas Kopelman (Named a Top 100 financial advisor by Investopedia) and Anne Rhodes (Chief Legal Officer at Wealth.com) discuss: <ul>
<li>The updated IRS numbers all advisors need to know.</li>
<li>Annual family gifting details and opportunities you may not be aware of.</li>
<li>Other estate planning strategies, such as why grandparents contributing to a 529 plan are excluded from FAFSA applications.</li>
</ul> Get the full <a href="https://www.wealth.com/resources/trends-insights/2024-irs-inflation-adjusted-numbers-reference-guide" rel="noopener noreferrer">2024 IRS inflation Adjusted Numbers Reference Guide for Estate Planning</a> here.

2024 Estate Planning Numbers You Need to Know

Let's reimagine estate planning together. 
We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. 
What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). 
The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. 
Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider.
Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).

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Let's reimagine estate planning together. We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process. What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies). The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology. Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider. Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco).

Let's reimagine estate planning together.&nbsp;
We'll explore ways for advisors to better serve existing clients and grow your business. Unlike other shows that skim the surface of easily Googled topics, hosts Thomas Kopelman and Anne Rhodes provide takeaways that advisors can use to meet your clients wherever they are in the estate planning process.&nbsp;
What’s the difference between a will and a trust? What is an estate plan, and why do you need one? What are the biggest estate planning mistakes? The Practical Planner details everything advisors need for effective estate planning. We cover everything from the basics (defining terms like beneficiary, trustee, and family trust, breaking down estate tax 101) to the more complex (such as compliance for advisors, best practices with crypto, and charitable strategies).&nbsp;
The Practical Planner is a production of wealth.com. Wealth.com is the #1 Estate Planning Solution built for advisors. Our mission is to modernize estate planning through innovative technology.&nbsp;
Thomas Kopelman is the Head of Community at wealth.com, and was named as a Top 100 Advisor by Investopedia in 2022 and 2023, 2023 Young Advisor to Watch, and Top 23 Millennial Financial Advisor by Business Insider.
Anne Rhodes is the Chief Legal Officer at wealth.com. Prior to her current role, she was an estate planning attorney first at McDermott Will &amp; Emery (New York), then at Perkins Coie (San Francisco).

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2024 Estate Planning Numbers You Need to Know

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