{"podcast":{"title":"The Practical Planner","slug":"the-practical-planner-6675551","podcast_index_feed_id":6675551,"rss_url":"https://api.riverside.fm/hosting/XvPLrFdN.rss","website_url":"https://www.wealth.com/the-practical-planner","image_url":"https://hosting-media.riverside.com/media/podcasts/db6eb92d-4317-48eb-8734-e316c9dd7fa3/logos/958021e9-ab02-476d-9bf5-d8f0ce3dcf87.png","author":"wealth.com","episode_count":67,"summary":"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…","last_synced_at":"2026-07-18T20:18:58.734520+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551"},"episode":{"title":"Estate Planning for Clients Going Through a Divorce","slug":"estate-planning-for-clients-going-through-a-divorce","published_at":"2026-05-12T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-clients-going-through-a-divorce","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/1799fa423cc8c90e3274670c1fa3876be9f32a1a481bdfad17e81f35fea288cf/eyJlcGlzb2RlSWQiOiIzNThkYTIxNy1lYjBhLTRkNjYtODYxMy03NzdkMzlkODMxZDUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmZDBkYTUyNmIyMzdhZGM2MDk0MTczL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTUtOF9fMC05LTQxLm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/1799fa423cc8c90e3274670c1fa3876be9f32a1a481bdfad17e81f35fea288cf/eyJlcGlzb2RlSWQiOiIzNThkYTIxNy1lYjBhLTRkNjYtODYxMy03NzdkMzlkODMxZDUiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlmZDBkYTUyNmIyMzdhZGM2MDk0MTczL3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTUtOF9fMC05LTQxLm1wMyJ9.mp3","summary":"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 trusts like SLATs, they explore how divorce impacts every layer of a client's financial and estate plan. The conversation also covers equitable asset division, the critical importance of updating beneficiary designations, and how prenup provisions within trusts can protect beneficiaries from future divorce. Whether you're navigating a client's divorce or helping them plan proactively, this episode offers practical guidance for advisors at every stage.","meta_description":"Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , joins Thomas Kopelman and Anne Rhodes to tackle the complexities of estate plann…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2106,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/estate-planning-for-clients-going-through-a-divorce/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-clients-going-through-a-divorce.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}