June 16, 2022

Revocable Trusts and Titling Accounts

Wealth in a Changing World, Fischer Stralem Advisors

Private Wealth Services attorney Monika Jain joined an episode of Fischer Stralem Advisors' Wealth in a Changing World series to talk about revocable trusts. During this two-part discussion, Ms. Jain explained the difference between revocable and irrevocable trusts as well as the three main benefits of having a revocable trust, especially for high-net-worth clients. She also covered why revocable trusts can be a more effective estate planning tool than a power of attorney, how revocable trusts are funded and how to handle the process of retitling assets.

Watch part 1

Watch part 2

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