Season 1 · Episode 8
Revocable Trusts Explained: The Power To Change Your Mind
The Practical Planner · wealth.com
January 23, 202426m 32s
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Show Notes
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.
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Find other episodes of The Practical Planner at wealth.com/podcast