The Practical Planner

Revocable Trusts Explained: The Power To Change Your Mind

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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


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