A fully optimized Estate Plan changes in tandem with life circumstances changing.

In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman dive into:

The life events that should prompt Estate Plan updates.

Why those specific events impact Estate Plan functionality.

Contextual examples regarding these life events that will help advisors better understand the necessity of ongoing Estate Plan updates.

How establishing a regular cadence for Estate Plan reviews can fit into the flow of a client’s overall planning.

Find other episodes of The Practical Planner at wealth.com/podcast

There are a lot of confusing Estate Planning terms, and many of the available resources for understanding this nomenclature aren’t straightforward for financial advisors. 

In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman walk through a list of the main common terms financial advisors should know when it comes to Estate Planning and provide contextual examples of how those terms apply to client situations. 

Find other episodes of The Practical Planner at wealth.com/podcast

Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. — CEO and co-founder of Turnqey Labs and 401 Financial, Strategic Advisor to wealth.com. — to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets.

In this episode:

Find other episodes of the Practical Planner at wealth.com/podcast

In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts, giving nuanced definitions of what differentiates a revocable trust from an irrevocable trust and providing advisors with the knowledge they need to discuss the functionality and benefits with their clients.

What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy.

In this episode of The Practical Planner, Anne & Thomas dispel common misconceptions through straightforward discussion of the differences between wills and trusts, both definitionally and in practice — providing advisors with an actionable basis for estate planning conversations with their clients.

There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients.

This can be daunting because documents are often referred to by different names and there are specific nuances associated with each document that affect how they work. In this episode of The Practical Planner, Anne & Thomas break down the functionality and benefit of foundational documents in estate planning — giving advisors the knowledge they need to confidently approach estate planning with their clients.

In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way with real-life examples.

The Practical Planner is a new show from wealth.com where Anne Rhodes, expert estate planning attorney and our Chief Legal Officer + Thomas Kopelman, a top financial advisor and Co-Founder of AllStreet Wealth break down everything advisors need to know about estate planning.

In this quick intro episode Thomas and Anne talk about why they’re excited for the show to launch and what listeners can expect from future episodes.