# Thomas Kopelman
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Top podcast episodes featuring thomas kopelman.
Tips for New Parents
Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, to explore the essential estate planning steps new parents need to take. They break down how to designate guardians in a will, structure trusts for minor children, and build in flexibility throu ...
Estate Planning for Widows and Widowers
Thomas Kopelman, Anne Rhodes, and Lisa Weigel explore the critical role financial advisors play when a client loses a spouse. They break the advisor-widow relationship into three phases—preparation while both spouses are alive, the frenetic first year of estate administration, and long-term re-e ...
The Airbnb Tax Hack Is a Trap | Lazy Leverage #118
Every entrepreneur who writes their first six-figure check to the IRS hears the same pitch: buy an Airbnb, use the depreciation to wipe out your active income, save a fortune on taxes. Peter and Jon spent months looking at it. They're both saying no.
In this one: why the Airbnb tax hack is a tr ...
How to Create Stickiness as an Advisor, for the Post-Death of Clients
Being named in the trust feels like job security — until you realize it can be undone with a signature. In this episode, Thomas Kopelman, Anne Rhodes, and Lisa Weigel break down why advisors who chase trustee or "Investment Advisor" titles to lock in assets often take on fiduciary burdens and co ...
A Deep Dive into Jump's Annual Research Report
Liam Hanlon of Jump joins Thomas Kopelman and Anne Rhodes for a data-driven look at what AI is really revealing about advisor–client conversations. Drawing on Jump's research across thousands of advisor meetings, they explore how note-takers have evolved from simple time-savers into a coaching t ...
Real Estate: To Be or Not to Be, in an LLC
Thomas Kopelman, Anne Rhodes, and Lisa Weigel dig into one of the most common real estate questions advisors hear: should a client hold a rental, second home, or even a primary residence inside an LLC? The answer, they argue, is never reflexive — it depends on weighing liability protection again ...
International Estate Planning Strategies
A green card makes someone a spouse in every way but one: the unlimited marital deduction. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com and a longtime international estate planning attorney, to unpack the cross-border problems hiding inside ordi ...
How the Savviest Entrepreneurs Compound Wealth, Spend Well and Cut Their Tax Bill
What's the point of building significant wealth if you don't know how to enjoy it? In this episode, Thomas Kopelman, founder of AllStreet Wealth, shares what he sees behind the scenes of successful entrepreneurs' financial lives. You'll learn why a scarcity mindset can make even very wealthy peo ...
How to Remove or Replace a Trustee
Knowing how to remove or replace a trustee comes down to what the trust document allows. Thomas Kopelman and Anne Rhodes cover why clients change trustees, from aging relatives to a corporate trustee that no longer fits. Then the mechanisms: a simple amendment to a revocable trust, trustee appoi ...
How to Fix a Mistake in a Trust
Even a small mistake in a trust can change where the assets go. Thomas Kopelman and Anne Rhodes walk through the most common errors, from a misspelled beneficiary name to a section reference that points nowhere. Anne explains how tracing the flow of assets through a plan can catch them. Then the ...
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