117 | Estate Planning 202 Understanding Trusts and Other More Complex Estate Strategies | Ali Swart, CFP

In this episode, Ali Swart from Waldron Private Wealth comes back to talk about revocable trusts and irrevocable trusts. She talks about the differences between the two, who should consider having one, and how these can be used to your benefit. This is a more in-depth show on estate planning. For the basics check out last week's episode.