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.
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Ask Todd: Can an estate be too small to create a plan?
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This episode was published on May 21, 2025.
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