Podcast Episodes

Prenups, Post-Nups, and Protecting Assets in Marriage

No one gets married planning for divorce—but failing to plan can leave assets vulnerable. In this episode, Thomas Kopelman, Anne Rhodes, and Dave Haughton dive into why prenuptial agreements (prenups…

Published on 5 months, 3 weeks ago

How to Handle Digital Assets in Estate Planning

Season 1 Episode 37

Crypto, online accounts, and other digital assets are now a critical part of estate planning—but many advisors and clients aren’t prepared. In this episode, Thomas Kopelman and Dave Haughton break do…

Published on 6 months ago

How AI Is Changing Wealth Management and Estate Planning

Season 1 Episode 36

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 Ap…

Published on 6 months, 2 weeks ago

What is a Financial Advisor’s True Role in Estate Planning?

Season 1 Episode 35

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 unders…

Published on 7 months ago

2025 Tax and Wealth Transfer Numbers Every Advisor Should Know

Season 1 Episode 34

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) contributio…

Published on 7 months, 2 weeks ago

Live from Heckerling: Trusts, Taxes & Conference Insights

Season 1 Episode 33

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 R…

Published on 8 months ago

What to Know About Deed and Property Transfers in Estate Planning

Season 1 Episode 32

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 co…

Published on 8 months, 2 weeks ago

The Role of Charitable Giving in Estate Planning

Season 1 Episode 31

Charitable giving can provide crucial immediate tax benefits, but it can also be a powerful tool in estate planning. Hosts Thomas Kopelman and Dave Haughton discuss the various tools available for ch…

Published on 9 months ago

How Election Results Can Impact Estate Tax Strategies

Season 1 Episode 30

In this episode, hosts Thomas Kopelman, Anne Rhodes, and David Haughton explore how recent election results could shape estate tax planning through 2025 and beyond. They emphasize the importance of f…

Published on 9 months, 2 weeks ago

Charitable Giving & The Role of DAFs with Adam Nash

Season 1 Episode 29

This week, Adam Nash, CEO and co-founder of Daffy, joins host Thomas Kopelmen for a special charity-focused episode of The Practical Planner. Giving to charities isn’t just about supporting causes yo…

Published on 10 months ago