Podcast Episodes

How to Leave Assets to Children & Minors

Season 1 Episode 28

It’s important to take the time to decide how to leave your assets to your children, or other minors in your life. That’s the takeaway message from hosts Thomas Kopelman and Dave Haughton in this wee…

Published on 10 months, 2 weeks ago

How to Financially Plan for Your Children’s Future

Season 1 Episode 27

Estate planning isn’t just about what happens after you die. It’s also about knowing how to best pass on your wealth during your lifetime, especially your children.

In this episode, hosts Thomas Kopel…

Published on 10 months, 4 weeks ago

Everything You Need to Know About Credit Shelter Trusts

Season 1 Episode 24

If you’ve wondered if your client needs a Credit Shelter Trust, this episode details their value in estate planning. Hosts Anne Rhodes, Thomas Kopelman and David Haughton discuss why Credit Shelter T…

Published on 11 months, 2 weeks ago

How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

Season 1 Episode 25

Dasarte Yarnway is well known throughout the wealth management community as the Founder of Yarnway Wealth Management and Head of Community at Altruist. In this episode, he joins co-hosts Thomas Kopel…

Published on 11 months, 4 weeks ago

Everything You Need to Know about Gifting (& Taxes)

Season 1 Episode 24

Gifting can be a great strategy to transfer wealth but the tax implications and exemptions are often misunderstood. Tax-free strategies for gifting to family or loved ones may actually be broader tha…

Published on 1 year ago

You Created Your Estate Planning Documents, Now What?

Season 1 Episode 23

Host Thomas Kopelman is joined by Dave Haughton, Senior Corporate Counsel at wealth.com, who’s stepping for Anne Rhodes as ongoing co-host temporarily, to discuss what happens after someone creates t…

Published on 1 year ago

SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason "

Season 1 Episode 22

Anne and Thomas are joined again by Chris Nason, partner at McDermott, Will and Emery LLP, to discuss the intracacies of how trusts operate, focusing on SLATs an Marital Trusts. Chris dives deep into…

Published on 1 year, 1 month ago

Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason

Season 1 Episode 21

Chris Nason, a partner at McDermott, Will and Emery LLP, who focuses on tax and estate planning, and Stanford University Trust and Estate Planning teacher, joins Anne and Thomas in this episode to pr…

Published on 1 year, 1 month ago

Where Estate Planning Fits into Life Planning with Justin Castelli

Season 1 Episode 16

Justin Castelli, Founder of RLS Wealth, joins hosts Anne Rhodes and Thomas Kopelman to talk about how his approach to financial planning has shifted to focus on life planning by placing a focus on hi…

Published on 1 year, 2 months ago

Everything You Need to Know About Marital Trusts

Season 1 Episode 19

Curious when it makes sense to have a Marital Trust? Hosts Anne Rhodes, Chief Legal Officer at [wealth.com](http://wealth.com) and Thomas Kopelman, Head of Community at wealth.com and Co-founder of A…

Published on 1 year, 2 months ago