About this podcast
<p>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?…
71 episodes · Zakelijk
The Practical Planner
About this podcast
<p>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?…
Recent episodes
- How to Remove or Replace a Trustee28 Sept · 20 min
- Ultra High Net Worth Estate Planning: The Top 5 Strategies1 Sept · 23 min
- International Estate Planning Strategies20 Aug · 28 min
- Real Estate: To Be or Not to Be, in an LLC5 Aug · 26 min
- How to Create Stickiness as an Advisor, for the Post-Death of Clients17 Jul · 22 min
- A Deep Dive into Jump's Annual Research Report9 Jul · 43 min
- Estate Planning for Widows and Widowers25 Jun · 27 min
- Wealth.com Most Common Questions: How Thomas Uses the Platform10 Jun · 25 min
- Tips for New Parents26 May · 25 min
- Estate Planning for Clients Going Through a Divorce12 May · 35 min
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