
Sign up to save your podcasts
Or


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.
By wealth.com4.8
2323 ratings
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.

752 Listeners

674 Listeners

2,023 Listeners

468 Listeners

456 Listeners

2,112 Listeners

905 Listeners

244 Listeners

110 Listeners

127 Listeners

148 Listeners

913 Listeners

131 Listeners

43 Listeners

143 Listeners