The Practical Planner Ep. 4: Intro to Revocable Trusts vs Irrevocable Trusts

November 21, 2023
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In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts, giving nuanced definitions of what differentiates a revocable trust from an irrevocable trust and providing advisors with the knowledge they need to discuss the functionality and benefits with their clients.

Watch below or stream wherever you get your podcasts.


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