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Tag Archives: revocable trusts

Podcast – BPB Knows Trusts


Posted on June 01, 2023 by

In this episode, Director of Tax Services Jeff Mutnik answers the questions what is a trust and who needs one?

Podcast – BPB Knows Estate Planning


Posted on May 19, 2022 by

In this episode Director of Tax Services Jeff Mutnik explains when someone needs an estate plan and the potential tax and legacy value in creating a plan, including avoiding probate and trusts you can control before and after death.