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.
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Helping clients leave a legacy and facilitate a family meeting with Derrick Kinney
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.
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35:44
Navigating the Line Between Tax and Legal Advice
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.
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Trusts, Titling & Tough Calls: A Practical Q&A
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.
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Titling Assets: The Critical Step After Estate Docs Are Signed
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.
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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