{"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 Widows and Widowers","slug":"estate-planning-for-widows-and-widowers","published_at":"2026-06-25T23:43:58+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-widows-and-widowers","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/f1a005d4bb9da9b8bfb5a9c728f09b001b22d4ec0359758f6a4af4bf0e3d92c7/eyJlcGlzb2RlSWQiOiIzZmU1ZmFjMi0wMWUxLTQ1YTQtODVmNC1jMmRlNTI0N2FlNDYiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmEzZGJkMDc2MTIxZjY3YzY1YTRmYzE5L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTYtMjZfXzEtNDMtMy5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/f1a005d4bb9da9b8bfb5a9c728f09b001b22d4ec0359758f6a4af4bf0e3d92c7/eyJlcGlzb2RlSWQiOiIzZmU1ZmFjMi0wMWUxLTQ1YTQtODVmNC1jMmRlNTI0N2FlNDYiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmEzZGJkMDc2MTIxZjY3YzY1YTRmYzE5L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTYtMjZfXzEtNDMtMy5tcDMifQ==.mp3","summary":"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-engagement—and discuss what advisors need to get right at each stage. From navigating marital trust structures and updating beneficiary designations to managing tax elections, filing deadlines, and step-up in basis opportunities, this episode covers the practical and emotional complexities of guiding clients through one of life's most difficult transitions.","meta_description":"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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1623,"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-widows-and-widowers/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-widows-and-widowers.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}