The Practical Planner Ep. 8: Revocable Trusts Explained

1 min read
·January 23, 2024
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Revocable Trusts Explained: The Power To Change Your Mind

In this episode of The Practical Planner hosts Anne Rhodes & Thomas Kopelman discuss what advisors need to know about revocable trusts, including:

  • What revocable trusts are & how they function.
  • Common reasons why clients benefit from having revocable trusts, such as real estate ownership privacy.
  • The differences between trust restatements and amendments.
  • Common misconceptions about revocable trusts.
  • + More

Watch below or listen and subscribe on your favorite platform.

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