{"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":"Titling Assets: The Critical Step After Estate Docs Are Signed","slug":"titling-assets-the-critical-step-after-estate-docs-are-signed","published_at":"2025-06-10T10:00:00+00:00","page_url":"https://stenobird.com/podcast/the-practical-planner-6675551/titling-assets-the-critical-step-after-estate-docs-are-signed","show_page_url":"https://stenobird.com/podcast/the-practical-planner-6675551","url":"https://api.riverside.com/hosting-analytics/media/ddcadaf6b26108eb54f68a04ac63157861e9384657ed9c4d460070249a5104f5/eyJlcGlzb2RlSWQiOiI1MDdhYjY3My02MzU5LTRlZmMtYmM5ZS1iYzE4ZDRjZjZhOWQiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvNTA3YWI2NzMtNjM1OS00ZWZjLWJjOWUtYmMxOGQ0Y2Y2YTlkL1dFV0VDNDg3MjYzMjYyMC5tcDMifQ==.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/ddcadaf6b26108eb54f68a04ac63157861e9384657ed9c4d460070249a5104f5/eyJlcGlzb2RlSWQiOiI1MDdhYjY3My02MzU5LTRlZmMtYmM5ZS1iYzE4ZDRjZjZhOWQiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvaW1wb3J0cy9wb2RjYXN0cy9kYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMvZXBpc29kZXMvNTA3YWI2NzMtNjM1OS00ZWZjLWJjOWUtYmMxOGQ0Y2Y2YTlkL1dFV0VDNDg3MjYzMjYyMC5tcDMifQ==.mp3","summary":"Titling assets correctly is one of the most overlooked but critical parts of estate planning. In this episode, Thomas Kopelman and David Haughton unpack the complexities of properly funding a trust—breaking down how to handle everything from bank accounts and investment accounts to business interests, private investments, and life insurance. They highlight common pitfalls, share practical guidance, and explain how to coordinate across professionals to ensure your estate plan actually works the way it was designed.","meta_description":"Titling assets correctly is one of the most overlooked but critical parts of estate planning. In this episode, Thomas Kopelman and David Haughton unpack t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1409,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/titling-assets-the-critical-step-after-estate-docs-are-signed/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/titling-assets-the-critical-step-after-estate-docs-are-signed.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}