Episode
Tips for New Parents
- Podcast
- The Practical Planner
- Published
- May 26, 2026
- Duration seconds
- 1490
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/tips-for-new-parents/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-practical-planner-6675551/tips-for-new-parents.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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 mechanisms like trust protectors. The conversation also dives into funding strategies—from 529 plans and Roth IRAs to gifting trusts and qualified education gifts—helping parents and grandparents find the right savings vehicles for their family's goals. Whether your clients just had their first child or are revisiting their plan as their family grows, this episode offers a practical roadmap for getting it right.