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

Watch or listen and subscribe on your favorite platform.