2023 Estate Planning Bootcamp: Revocable Trusts
Jul 05, 2023•21 min
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Episode description
Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning.
In this episode, Deborah Plum chats with Brent about the revocable trusts. She answers the what, how, and why questions relating to these prevalent estate planning tools. Deborah and Brent also discuss practical aspects of revocable trusts and when they are appropriate.
You will learn:
What is a revocable trust?
What is a Trustee?
What is a beneficiary?
How do revocable trusts work?
What are the benefits of revocable trusts?
When do I need a revocable trust?
How are revocable trusts taxed?
Why are revocable trusts used in estate planning?
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