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Estate Planning Mini-Series - What is a Revocable Trust?

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews the basics of revocable trusts and how they can be used within an estate plan.

About the Episode:

• We are not attorneys. This is not legal advice.

• A revocable trust is essentially a contract that dictates how assets are distributed and/or managed at your death.

• A revocable trust can be changed/amended at any time.

•  Trusts help to avoid probate.

•  Trusts may add complexity to your plan.