OVER DEZE AFLEVERING
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the "One Big Beautiful Bill," exploring its unexpected twists and implications for estate planning, income tax brackets, and more. They discuss key changes, such as the increase in the estate tax exemption and the extension of income tax brackets, while offering insights into strategic planning opportunities for high-net-worth individuals. Tune in to understand how these developments could impact your financial strategies and what steps you can take to stay ahead. Don't miss this informative discussion that could shape your financial future!
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OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van The Practical Planner.
ANDERE AFLEVERINGEN IN DEZE PODCAST
Join hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective. They tackle the often misunderstood topic of irrevocable trusts, revealing how these seemingly rigid structures can be more flexible than you think. Whether you're a seasone…
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-enga…
Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com, 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…
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 through …
In this episode, Anne Rhodes flips the script and interviews co-host Thomas Kopelman about how he actually uses Wealth.com in his financial planning practice. Thomas walks through his end-to-end process—from using Ester® to review and summarize existing estate plans, to guiding clients through docu…
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