Ask Todd: Avoid These Estate Planning Mistakes

from The Financial Exchange Show · host The Financial Exchange Network

Small estate planning mistakes can create big problems for your heirs.Todd Lutsky explains how beneficiary designations, trusts, and retirement accounts need to work together to avoid unintended consequences.Also covered:When to name a trust vs. individual beneficiariesHow to avoid accidentally disinheriting family membersThe right way to handle IRAs and retirement accountsUsing trusts to protect assets from taxes, creditors, and divorce

Episode metadata supplied by the publisher feed · Published Apr 8, 2026

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Ask Todd: Avoid These Estate Planning Mistakes

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