The Practical Planner

wealth.com

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 term...

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The Practical Planner

Episodes (59)

Mar 19th Navigating Louisiana's Estate Planning Landscape
Jan 21st Creating Liquidity at Death
Jan 7th Capital Gains vs Estate Tax Planning

The Practical Planner

Mar 19, 2026
30¼ minutes
14 MB

In this episode, Anne Rhodes is joined by Addie Prewitt, and Alaina Lacter unpack the complexities of estate planning in Louisiana—from its unique legal terminology to key concepts like forced heirship, community property, and usufruct. They also address common misconceptions and explain why a comprehensive estate plan—especially including powers of attorney—is essential. Whether you're planning for your own estate or advising clients, this conversation sheds light on how Louisiana law shapes the planning process.

The Practical Planner

Navigating Louisiana's Estate Planning Landscape

wealth.com

00:00 -30:24