Tips for New Parents

About this episode

This episode provides essential estate planning steps for new parents, including guardianship and funding strategies.

Thomas Kopelman is joined by Lisa Weigel, Senior Counsel and Strategic Growth Director at Wealth.com , to explore the essential estate planning steps new parents need to take. They break down how to designate guardians in a will, structure trusts for minor children, and build in flexibility through mechanisms like trust protectors. The conversation also dives into funding strategies—from 529 plans and Roth IRAs to gifting trusts and qualified education gifts—helping parents and grandparents find the right savings vehicles for their family's goals. Whether your clients just had their first child or are revisiting their plan as their family grows, this episode offers a practical roadmap for getting it right.

People in this episode

Host: Thomas Kopelman

Guest: Lisa Weigel

Topics covered

• estate planning
• new parents
• trusts
• guardianship
• savings strategies
• 529 plans
• Roth IRAs

Keywords

• estate planning
• new parents
• trusts
• 529 plans
• Roth IRAs
• savings vehicles
• guardianship

Mentioned in this episode

Organizations: Wealth.com

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