The Practical Planner Ep. 8: Revocable Trusts Explained
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
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