Archive

Tag Archives: trusts

Surprise! Modifying an Irrevocable Trust is Possible by Sarah Gaymon, CPA


Posted on December 04, 2024 by Sarah Gaymon

As its name implies, the terms of an irrevocable trust are generally intended to be set in stone and, therefore, unchangeable without a costly legal battle. However, as time passes, individuals’ lives and circumstances evolve along with the passage of new laws, making decisions from long ago seem outdated, unsuitable and often contrary to grantors […]

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?