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
Find other episodes of The Practical Planner at wealth.com/podcast
