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Intro to Revocable Trusts vs Irrevocable Trusts

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.

Watch below or stream wherever you get your podcasts.


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Estate Planning Basics

In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way with real-life examples. Watch below or stream audio wherever you get your podcasts.

1 min read Oct 12, 2023