# The Practical Planner Page: https://stenobird.com/podcast/the-practical-planner-6675551 Text version: https://stenobird.com/podcast/the-practical-planner-6675551.md RSS feed: https://api.riverside.fm/hosting/XvPLrFdN.rss Official site: https://www.wealth.com/the-practical-planner Author: wealth.com Episodes: 67 ## Resource 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 Adv… ## Machine-readable JSON: https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551 Markdown: https://stenobird.com/podcast/the-practical-planner-6675551.md ## Episodes - [How to Create Stickiness as an Advisor, for the Post-Death of Clients](https://stenobird.com/podcast/the-practical-planner-6675551/how-to-create-stickiness-as-an-advisor-for-the-post-death-of-clients) — 2026-07-17T20:22:39+00:00 - [A Deep Dive into Jump's Annual Research Report](https://stenobird.com/podcast/the-practical-planner-6675551/a-deep-dive-into-jump-s-annual-research-report) — 2026-07-09T17:20:34+00:00 - [Estate Planning for Widows and Widowers](https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-widows-and-widowers) — 2026-06-25T23:43:58+00:00 - [Wealth.com Most Common Questions: How Thomas Uses the Platform](https://stenobird.com/podcast/the-practical-planner-6675551/wealth-com-most-common-questions-how-thomas-uses-the-platform) — 2026-06-10T13:44:24+00:00 - [Tips for New Parents](https://stenobird.com/podcast/the-practical-planner-6675551/tips-for-new-parents) — 2026-05-26T19:56:28+00:00 - [Estate Planning for Clients Going Through a Divorce](https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-clients-going-through-a-divorce) — 2026-05-12T11:00:00+00:00 - [Everything You Need to Know About Irrevocable Trusts](https://stenobird.com/podcast/the-practical-planner-6675551/everything-you-need-to-know-about-irrevocable-trusts) — 2026-04-22T10:00:00+00:00 - [The Top Reasons to Update Your Estate Plan](https://stenobird.com/podcast/the-practical-planner-6675551/the-top-reasons-to-update-your-estate-plan) — 2026-04-07T14:37:36+00:00 - [Navigating Louisiana's Estate Planning Landscape](https://stenobird.com/podcast/the-practical-planner-6675551/navigating-louisiana-s-estate-planning-landscape) — 2026-03-19T16:19:17+00:00 - [Capital Gains vs Estate Tax Planning](https://stenobird.com/podcast/the-practical-planner-6675551/capital-gains-vs-estate-tax-planning) — 2026-01-07T12:00:00+00:00 - [Top Estate Planning Mistakes](https://stenobird.com/podcast/the-practical-planner-6675551/top-estate-planning-mistakes) — 2025-11-18T12:15:00+00:00 - [Dive Into the One Big Beautiful Bill](https://stenobird.com/podcast/the-practical-planner-6675551/dive-into-the-one-big-beautiful-bill) — 2025-11-04T12:15:00+00:00 - [Titling Assets: The Critical Step After Estate Docs Are Signed](https://stenobird.com/podcast/the-practical-planner-6675551/titling-assets-the-critical-step-after-estate-docs-are-signed) — 2025-06-10T10:00:00+00:00 - [How to Handle Digital Assets in Estate Planning](https://stenobird.com/podcast/the-practical-planner-6675551/how-to-handle-digital-assets-in-estate-planning) — 2025-03-18T10:30:00+00:00 - [How AI Is Changing Wealth Management and Estate Planning](https://stenobird.com/podcast/the-practical-planner-6675551/how-ai-is-changing-wealth-management-and-estate-planning) — 2025-03-05T09:00:00+00:00 - [What to Know About Deed and Property Transfers in Estate Planning](https://stenobird.com/podcast/the-practical-planner-6675551/what-to-know-about-deed-and-property-transfers-in-estate-planning) — 2025-01-07T11:00:00+00:00 - [How Election Results Can Impact Estate Tax Strategies](https://stenobird.com/podcast/the-practical-planner-6675551/how-election-results-can-impact-estate-tax-strategies) — 2024-12-04T11:00:00+00:00 - [Charitable Giving & The Role of DAFs with Adam Nash](https://stenobird.com/podcast/the-practical-planner-6675551/charitable-giving-the-role-of-dafs-with-adam-nash) — 2024-11-19T11:00:00+00:00 - [Everything You Need to Know about Gifting (& Taxes)](https://stenobird.com/podcast/the-practical-planner-6675551/everything-you-need-to-know-about-gifting-taxes) — 2024-09-10T10:00:00+00:00 - [SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason "](https://stenobird.com/podcast/the-practical-planner-6675551/slats-marital-trust-conversations-and-extraordinary-dividends-with-chris-nason) — 2024-08-13T11:00:00+00:00 - [Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason](https://stenobird.com/podcast/the-practical-planner-6675551/utilizing-the-doubled-tcja-exemption-before-the-2025-sunset-with-chris-nason) — 2024-07-30T10:00:00+00:00 - [Everything You Need to Know About Marital Trusts](https://stenobird.com/podcast/the-practical-planner-6675551/everything-you-need-to-know-about-marital-trusts) — 2024-06-25T10:00:00+00:00 - [Should Your Irrevocable Trust Own Your Business?](https://stenobird.com/podcast/the-practical-planner-6675551/should-your-irrevocable-trust-own-your-business) — 2024-04-02T10:00:00+00:00 - [Individual vs. Joint Trusts: Which One Makes Sense?](https://stenobird.com/podcast/the-practical-planner-6675551/individual-vs-joint-trusts-which-one-makes-sense) — 2024-02-20T11:00:00+00:00 - [Intro to Revocable Trusts vs Irrevocable Trusts](https://stenobird.com/podcast/the-practical-planner-6675551/intro-to-revocable-trusts-vs-irrevocable-trusts) — 2023-11-21T11:00:00+00:00 - [Trusts vs. Wills](https://stenobird.com/podcast/the-practical-planner-6675551/trusts-vs-wills) — 2023-11-07T11:00:00+00:00 - [Estate Planning Basics](https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-basics) — 2023-10-17T11:41:00+00:00 ## Actions Episode pages expose an explicit `request_transcript` action. 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