Season 1 · Episode 4
Intro to Revocable Trusts vs Irrevocable Trusts
The Practical Planner · wealth.com
November 21, 202325m 7s
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Show Notes
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.