The Practical Planner

In this episode, Thomas Koppelman and Rachel Hartman delve into the complexities of capital gains tax and estate tax planning. They discuss the differences between the two, the importance of state-specific tax implications, and various strategies for managing high appreciating assets. The conversation highlights the significance of timing in tax decisions, the tools available for tax planning, and the benefits of gifting and charitable donations to maximize tax efficiency.

In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management. They explore the intricacies of being a trust beneficiary, the rights involved, and the strategic decisions surrounding trust distributions. With a focus on practical advice, this episode is a must-listen for anyone involved in estate planning or managing family trusts. Tune in to gain valuable insights into the world of trusts and how to effectively manage them for long-term success.

Join Thomas Kopelman and Anne Rhodes as they welcome Christopher Holtby to the Practical Planner Podcast. This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning. Christopher shares his expertise on the strategic importance of trustees in managing wealth, offering listeners a comprehensive understanding of trust dynamics. Whether you're an advisor or a beneficiary, this episode is packed with insights to help you navigate the complexities of trust management.

In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They discuss common mistakes people make, such as not having an estate plan, failing to update it after life changes, and the pitfalls of do-it-yourself planning. With personal anecdotes and professional insights, they emphasize the importance of proper planning to avoid costly errors and ensure your assets are protected. Tune in to learn how to safeguard your legacy and make informed decisions for your future.

In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the "One Big Beautiful Bill," exploring its unexpected twists and implications for estate planning, income tax brackets, and more. They discuss key changes, such as the increase in the estate tax exemption and the extension of income tax brackets, while offering insights into strategic planning opportunities for high-net-worth individuals. Tune in to understand how these developments could impact your financial strategies and what steps you can take to stay ahead. Don't miss this informative discussion that could shape your financial future!