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.
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Ask Todd: Common problems in basic estate planning
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This episode was published on August 27, 2025.
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