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!

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.

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.

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.

In this insightful episode, we delve into the intricate world of estate planning with Cody Garrett, CFP, from Measure Twice Planners. Discover the pivotal role of an executor and the challenges they face in managing and distributing assets. Cody shares expert advice on navigating responsibilities, ensuring legal compliance, and maintaining family harmony during the process. Whether you're an appointed executor or simply curious about estate planning, this episode offers valuable insights and practical tips to guide you through the complexities of this essential role.

In this episode of the Practical Planner podcast, hosts Thomas Kopelman and Anne Rhodes are joined by esteemed guest, Financial Advisor and Founder of the Good Money Framework, Derek Kinney. Together, they delve into the profound impact of estate planning, exploring how it transcends financial considerations to shape lasting legacies. Derek shares compelling stories from his career as a top financial advisor, illustrating the emotional connections and meaningful conversations that can transform estate planning into a powerful tool for legacy building. Discover how thoughtful dialogue and strategic planning can ensure your values and wishes endure for generations. Don't miss this insightful discussion that challenges conventional approaches and offers fresh perspectives on creating a living legacy.

CPA and Retirement Tax Services founder Steven Jarvis joins the Wealth.com team to unpack the compliance, communication, and client service dynamics around tax planning. They explore how financial advisors can, and should, talk about taxes without overstepping into legal territory. From forming better relationships with CPAs and estate attorneys to setting clearer expectations with clients, this episode provides real-world insights on collaboration, liability risks, and how thoughtful tax involvement can elevate an advisor’s value and reputation.

In this special Q&A episode, Thomas and David tackle some of the most common—and practical—estate planning questions they get from clients. From deciding when a revocable trust makes sense to the pros and cons of joint vs. individual trusts, they break down tricky issues like funding trusts with S-Corps, student loan discharge at death, and structuring distributions for children. Whether you're helping clients title assets, avoid probate, or protect family wealth, this episode offers clear, actionable guidance for real-world planning.

Titling assets correctly is one of the most overlooked but critical parts of estate planning. In this episode, Thomas Kopelman and David Haughton unpack the complexities of properly funding a trust—breaking down how to handle everything from bank accounts and investment accounts to business interests, private investments, and life insurance. They highlight common pitfalls, share practical guidance, and explain how to coordinate across professionals to ensure your estate plan actually works the way it was designed.

Thomas, Anne, and David break down one of the most complex—but powerful—tools in advanced estate planning: the dynasty trust and the Generation-Skipping Transfer (GST) tax. Learn how ultra-high-net-worth families use these structures to shield assets from future estate taxes, and why understanding the GST exemption matters for long-term planning. From trust structuring to choosing the right state jurisdiction, this episode offers a primer on preserving wealth across multiple generations—with practical context for advisors and clients alike.