EPISODE · Aug 27, 2025 · 15 MIN
Ask Todd: Common problems in basic estate planning
from The Financial Exchange Show · host The Financial Exchange Network
This week, Todd Lutsky explains why naming beneficiaries in a trust is a better path than direct naming on accounts. Todd also explains some of the biggest problems people run into when starting the estate planning process.
What this episode covers
This week, Todd Lutsky explains why naming beneficiaries in a trust is a better path than direct naming on accounts. Todd also explains some of the biggest problems people run into when starting the estate planning process.
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Ask Todd: Common problems in basic estate planning
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