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Ask Todd: Can I name a trust as a beneficiary? episode artwork

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.

What this episode covers

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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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 April 9, 2025.

What is this episode about?

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...

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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