Everything You Need to Know About Irrevocable Trusts
From The Practical Planner by wealth.com
April 22, 2026 · 28 min
About this episode
The episode explores the complexities and flexibility of irrevocable trusts in financial planning.
Join hosts Thomas Kopelman and Anne Rhodes as they dive into the complexities of financial planning with a fresh perspective. They tackle the often misunderstood topic of irrevocable trusts, revealing how these seemingly rigid structures can be more flexible than you think. Whether you're a seasoned advisor or just starting your financial journey, this season promises insights and strategies to empower your planning decisions. Don't miss out on the knowledge and expertise that Thomas and Anne bring to the table. Tune in and elevate your financial acumen!
People in this episode
Hosts: Thomas Kopelman, Anne Rhodes
Topics covered
- financial planning
- irrevocable trusts
- wealth management
- financial strategies
- flexibility in trusts
Keywords
- irrevocable trusts
- financial planning
- wealth management
- financial strategies
- trust flexibility
Mentioned in this episode
Organizations: wealth.com
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