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