The Practical Planner: Everything advisors need for effective estate planning
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Podcast Overview
<p>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).</p>
Language
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Publishing Since
10/12/2023
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Recent Episodes
June 10, 2026
Wealth.com Most Common Questions: How Thomas Uses the Platform
Host Anne Rhodes interviews co-host Thomas Kopelman, a financial planner, about his practical application of Wealth.com for estate planning, offering insights into client engagement and technology integration.
May 26, 2026
Tips for New Parents
Thomas Kopelman interviews Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, about essential estate planning for new parents, covering guardians, trusts, and funding strategies.
May 12, 2026
Estate Planning for Clients Going Through a Divorce
<p>Lisa Weigel, Senior Counsel and Strategic Growth Director at <a rel="noopener noreferrer nofollow" href="http://Wealth.com" target="_blank">Wealth.com</a>, joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate planning when clients go through a divorce. From the ethical dilemmas advisors and attorneys face when a couple splits to the real risks of irrevocable trusts like SLATs, they explore how divorce impacts every layer of a client's financial and estate plan. The conversation also covers equitable asset division, the critical importance of updating beneficiary designations, and how prenup provisions within trusts can protect beneficiaries from future divorce. Whether you're navigating a client's divorce or helping them plan proactively, this episode offers practical guidance for advisors at every stage.</p>
64 total episodes available with 14 transcripts
Recent guests on The Practical Planner: Everything advisors need for effective estate planning
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Thomas Kopelman
Guest
Lisa Weigel
Guest
Addie Prewitt
Guest
Alaina Lacter
Guest
Christopher Holtby
Guest
[Guest Name Credential]
Guest
industry experts
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Derrick Kinney
Guest
Steven Jarvis
Guest
Wealthcom team
Guest
Anne Rhodes
Guest
David Haughton
Guest
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- What is The Practical Planner: Everything advisors need for effective estate planning?
<p>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).</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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