Ask Todd: Common problems in basic estate planning episode artwork

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.

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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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 August 27, 2025.

What is this episode about?

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.

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.

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