The Practical Planner

• How AI Is Changing Wealth Management and Estate Planning

  AI is transforming wealth management and estate planning, but how should advisors think about it? In this episode, Thomas Kopelman, Dave Haughton, and Anne Rhodes sit down with Seungwoo Son, VP of Applied AI at Wealth.com, to unpack what AI can do today—and where it’s headed. They break down how advisors can use AI to streamline workflows, why human oversight still matters, and what to watch for when evaluating AI tools. From data privacy concerns to spotting unreliable outputs, they cover the must-knows for integrating AI effectively. AI won’t replace advisors, but those who use it wisely will have a clear advantage.

  --------  

  28:04
• What is a Financial Advisor’s True Role in Estate Planning?

  This week, hosts Thomas Kopelman and Dave Haughton provide their perspectives on the critical role advisors have in helping their clients with their estate plans. They already have an intimate understanding of their financial situation and future goals, so they’re uniquely positioned to help educate them on their estate plan options.  They discuss how advisors can integrate estate planning into ongoing financial planning sessions, how to coordinate with estate attorneys and other third-parties and, ultimately, how they can be the go-to person to help their clients make informed decisions

  --------  

  21:25
• 2025 Tax and Wealth Transfer Numbers Every Advisor Should Know

  Join hosts Thomas Kopelman and David Haughton as they dive into the critical financial planning numbers for 2025. Learn about updated estate tax exemptions, gifting limits, IRA and 401(k) contribution thresholds, and strategies like the Mega Backdoor Roth.  Gain valuable insights into tax-advantaged accounts, including HSAs and 529 plans, and how these changes can impact your clients’ financial plans. For any questions, email us at [email protected]. Follow us on Instagram at @practicalplannerpodcast to stay up-to-date with our podcast!

  --------  

  24:27
• Live from Heckerling: Trusts, Taxes & Conference Insights

  This episode of The Practical Planner was recorded live at the 59th Annual Heckerling Institute on Estate Planning in Orlando, one of the premier conferences for estate planning professionals. Anne Rhodes and David Haughton attended in person and shared insights with co-host Thomas Kopelman, who joined virtually, about why estate plans often stall, the latest developments in irrevocable trusts, and the enduring value of conferences for building relationships and gaining expertise in the estate planning and wealth management fields.

  --------  

  24:41
• What to Know About Deed and Property Transfers in Estate Planning

  In this episode of The Practical Planner, our hosts dive deep into the complexities of deed transfers. They discuss how to transfer properties into trusts, the importance of title searches and the common mistakes that can create headaches and legal issues down the line.  They also touch on navigating state-specific challenges and how to guide clients considering transferring property into a trust.

  --------  

  23:29

More Business podcasts

Trending Business podcasts

About The Practical Planner