Helping new clients with their estate plan can be an early win. It’s not uncommon for new clients to not even have an estate plan in place. If they do, there may be opportunities for updating and optimizing.In this episode host Anne Rhodes, Chief Legal Officer at <a href="http://wealth.com/">wealth.com</a>, asks her co-host Thomas Koppelman, Co-founder of AllStreetWealth and <a href="http://wealth.com/">wealth.com</a>’s Head of Community, how he approaches new clients and where financial planning intersects with estate planning, including:<ul>
<li>Finding simple opportunities like just creating a will or updating old plans to include new children.</li>
<li>Understand the “why” of what they did previously to see if there’s new, better ways to achieve their goals.</li>
<li>How to dig deeper for more robust estate planning optimizations and opportunities.</li>
</ul>

Helping new clients with their estate plan can be an early win. It’s not uncommon for new clients to not even have an estate plan in place. If they do, there may be opportunities for updating and optimizing. In this episode host Anne Rhodes, Chief Legal Officer at wealth.com, asks her co-host Thomas Koppelman, Co-founder of AllStreetWealth and wealth.com’s Head of Community, how he approaches new clients and where financial planning intersects with estate planning, including: Finding simple opportunities like just creating a will or updating old plans to include new children. Understand the “why” of what they did previously to see if there’s new, better ways to achieve their goals. How to dig deeper for more robust estate planning optimizations and opportunities.

Helping new clients with their estate plan can be an early win. It’s not uncommon for new clients to not even have an estate plan in place. If they do, there may be opportunities for updating and optimizing.In this episode host Anne Rhodes, Chief Legal Officer at <a href="http://wealth.com/" rel="noopener noreferrer">wealth.com</a>, asks her co-host Thomas Koppelman, Co-founder of AllStreetWealth and <a href="http://wealth.com/" rel="noopener noreferrer">wealth.com</a>’s Head of Community, how he approaches new clients and where financial planning intersects with estate planning, including:<ul>
<li>Finding simple opportunities like just creating a will or updating old plans to include new children.</li>
<li>Understand the “why” of what they did previously to see if there’s new, better ways to achieve their goals.</li>
<li>How to dig deeper for more robust estate planning optimizations and opportunities.</li>
</ul>

Tips for Advising New Clients on Estate Planning

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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Tips for Advising New Clients on Estate Planning

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