Dasarte Yarnway is well known throughout the wealth management community as the Founder of Yarnway Wealth Management and Head of Community at Altruist. In this episode, he joins co-hosts Thomas Kopelman and Dave Haughton to discuss his approach to holistic financial planning and why estate planning is the backbone of any financial plan. He shares his RIITE (Retirement, Investment, Insurance, Taxes, Estate Plan) planning process with clients and how he educates his clients on why these are the critical pieces of a financial plan He also details how he coaches his own clients into knowing what they should be looking for in their financial plan and estate plans to empower them and deepen the client-advisor relationship. For any questions, email us at practicalplanner@wealth.com. Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!

Dasarte Yarnway is well known throughout the wealth management community as the Founder of Yarnway Wealth Management and Head of Community at Altruist. In this episode, he joins co-hosts Thomas Kopelman and Dave Haughton to discuss his approach to holistic financial planning and why estate planning is the backbone of any financial plan. He shares his RIITE (Retirement, Investment, Insurance, Taxes, Estate Plan) planning process with clients and how he educates his clients on why these are the critical pieces of a financial plan He also details how he coaches his own clients into knowing what they should be looking for in their financial plan and estate plans to empower them and deepen the client-advisor relationship. For any questions, email us at practicalplanner@wealth.com. Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!

How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

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).

Business

Technology

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).

Share How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

Sign up to save your podcasts

How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

More shows like The Practical Planner

Notes on the Week Ahead

Stay Wealthy Retirement Podcast

Animal Spirits Podcast

The Rational Reminder Podcast

The Perfect RIA

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Barron's Advisor

Retirement Tax Services Podcast

The Long Term Investor

Retirement Planning Education, with Andy Panko

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

The Great Retirement Debate with Ed Slott & Jeffrey Levine