{"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":"Individual vs. Joint Trusts: Which One Makes Sense?","slug":"individual-vs-joint-trusts-which-one-makes-sense","published_at":"2024-02-20T11:00:00+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/individual-vs-joint-trusts-which-one-makes-sense","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/9a05f4328f327fb58fd682948675ac78cc74492bb17fe159346edaca710d99da/eyJlcGlzb2RlSWQiOiIwNzEzZDJiNC01OTJiLTQ2ODUtYjQzYi04N2FiNjdiMzQ5MTAiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvMDcxM2QyYjQtNTkyYi00Njg1LWI0M2ItODdhYjY3YjM0OTEwL1BEUDc0MTI2MzI1NjkubXAzIn0=.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/9a05f4328f327fb58fd682948675ac78cc74492bb17fe159346edaca710d99da/eyJlcGlzb2RlSWQiOiIwNzEzZDJiNC01OTJiLTQ2ODUtYjQzYi04N2FiNjdiMzQ5MTAiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvMDcxM2QyYjQtNTkyYi00Njg1LWI0M2ItODdhYjY3YjM0OTEwL1BEUDc0MTI2MzI1NjkubXAzIn0=.mp3","summary":"Deciding to fund an individual or a joint trust may seem like a straightforward decision. But there are a number of factors that can impact which one to choose. Hosts Anne Rhodes, Chief Legal Officer at wealth.com and Thomas Koppelman, Head of Community at wealth.com and Lead Financial Advisor at AllStreet Wealth, get into the major differences between the two types of trusts, how people should approach choosing the right type of trust, and some misconceptions, including: How living in or moving to a community property state could impact a decision How joint trusts may negatively impact tax planning Why a joint trust doesn’t always have to be between spouses","meta_description":"Deciding to fund an individual or a joint trust may seem like a straightforward decision. But there are a number of factors that can impact which one to c…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1325,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/individual-vs-joint-trusts-which-one-makes-sense/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/individual-vs-joint-trusts-which-one-makes-sense.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}