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Ask Todd: Can an estate be too small to create a plan? episode artwork

EPISODE · May 21, 2025 · 15 MIN

Ask Todd: Can an estate be too small to create a plan?

from The Financial Exchange Show · host The Financial Exchange Network

Todd Lutsky explains why an estate doesn't need to be extensive in order to plan to leave assets to beneficiaries. Todd also takes calls from the audience about gifting assets, deciding when you have enough to retire, avoiding capital gains tax.

What this episode covers

Todd Lutsky explains why an estate doesn't need to be extensive in order to plan to leave assets to beneficiaries. Todd also takes calls from the audience about gifting assets, deciding when you have enough to retire, avoiding capital gains tax.

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Ask Todd: Can an estate be too small to create a plan?

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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 15 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on May 21, 2025.

What is this episode about?

Todd Lutsky explains why an estate doesn't need to be extensive in order to plan to leave assets to beneficiaries. Todd also takes calls from the audience about gifting assets, deciding when you have enough to retire, avoiding capital gains tax.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The Financial Exchange Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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