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EPISODE · Apr 23, 2025 · 15 MIN

Ask Todd: Different ways to leave assets to beneficiaries

from The Financial Exchange Show · host The Financial Exchange Network

Todd Lutsky explains why the how you leave assets to your beneficiaries is very important. What are some of the different paths for leaving assets? How to resolve a conflict between an executor and a beneficiary? What kind of fees are to be expected when setting up a trust? How can you use the proceeds from a house sale that is in a trust?

What this episode covers

Todd Lutsky explains why the how you leave assets to your beneficiaries is very important. What are some of the different paths for leaving assets? How to resolve a conflict between an executor and a beneficiary? What kind of fees are to be expected when setting up a trust? How can you use the proceeds from a house sale that is in a trust?

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Ask Todd: Different ways to leave assets to beneficiaries

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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 23, 2025.

What is this episode about?

Todd Lutsky explains why the how you leave assets to your beneficiaries is very important. What are some of the different paths for leaving assets? How to resolve a conflict between an executor and a beneficiary? What kind of fees are to be expected...

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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