EPISODE · Apr 9, 2025 · 15 MIN
Ask Todd: Can I name a trust as a beneficiary?
from The Financial Exchange Show · host The Financial Exchange Network
This week, Todd Lutsky explains how and why you could name a trust as a beneficiary on a retirement account. Todd also explains why leaving a house to multiple beneficiaries could lead to disaster. Todd takes a question from a listener about selling a home while in an assisted living facility.
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Ask Todd: Can I name a trust as a beneficiary?
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This episode was published on April 9, 2025.
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