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Ask Todd: Estate Planning Basics, Trusts & What Really Counts Toward Your Estate episode artwork

EPISODE · Feb 4, 2026 · 15 MIN

Ask Todd: Estate Planning Basics, Trusts & What Really Counts Toward Your Estate

from The Financial Exchange Show · host The Financial Exchange Network

Todd Lutsky of Cushing & Dolan breaks down the basics of estate planning, starting with how to properly value your estate and understand what actually counts toward estate taxes. The episode also takes listener questions, including a real-world scenario involving rental income, irrevocable trusts, Medicaid eligibility, and why income flow mistakes don’t automatically derail an estate plan.

What this episode covers

Todd Lutsky of Cushing & Dolan breaks down the basics of estate planning, starting with how to properly value your estate and understand what actually counts toward estate taxes. The episode also takes listener questions, including a real-world scenario involving rental income, irrevocable trusts, Medicaid eligibility, and why income flow mistakes don’t automatically derail an estate plan.

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Ask Todd: Estate Planning Basics, Trusts & What Really Counts Toward Your Estate

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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 February 4, 2026.

What is this episode about?

Todd Lutsky of Cushing & Dolan breaks down the basics of estate planning, starting with how to properly value your estate and understand what actually counts toward estate taxes. The episode also takes listener questions, including a real-world...

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?

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