{"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":"The Top Reasons to Update Your Estate Plan","slug":"the-top-reasons-to-update-your-estate-plan","published_at":"2026-04-07T14:37:36+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/the-top-reasons-to-update-your-estate-plan","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/cc90dcc5d163f8548559803695fa1e2e0bf1cf6f21af4d992fea0c25878595b9/eyJlcGlzb2RlSWQiOiJiOTQwZGEyMC1mZDMxLTQyMWUtYjFkZi1hZjdlZDhjM2VhMDEiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkNTE5N2Q4MDRiNzcwMDdhNDI1YzE0L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTQtN19fMTYtNDktMzIubXAzIn0=.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/cc90dcc5d163f8548559803695fa1e2e0bf1cf6f21af4d992fea0c25878595b9/eyJlcGlzb2RlSWQiOiJiOTQwZGEyMC1mZDMxLTQyMWUtYjFkZi1hZjdlZDhjM2VhMDEiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjlkNTE5N2Q4MDRiNzcwMDdhNDI1YzE0L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTQtN19fMTYtNDktMzIubXAzIn0=.mp3","summary":"In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and why individuals should update their estate plans. They explore various triggers for updates, including changes in family dynamics, the maturity of beneficiaries, and the importance of trust structures. The conversation emphasizes the need for regular reviews of estate plans to ensure they remain effective and aligned with the individual's current circumstances.","meta_description":"In this episode of the Practical Planner Podcast, Thomas Koppelman and Anne Rhodes discuss the critical aspects of estate planning, focusing on when and w…","key_points":[],"chapters":[],"topics":[],"duration_seconds":950,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/the-top-reasons-to-update-your-estate-plan/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/the-top-reasons-to-update-your-estate-plan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}