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.

Episode metadata supplied by the publisher feed · Published Feb 4, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

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

0:00 15:53

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Episode 30 - How to Read and Interpret a Balance Sheet – Part 5

Jan 27, 2024 ·12m

Episode 28 - How to Read and Interpret a Balance Sheet – Part 4

Jan 19, 2024 ·9m

Episode 27 - How to Read and Interpret a Balance Sheet – Part 3

Jan 18, 2024 ·5m

Episode 26 - How to Read and Interpret a Balance Sheet – Part 2

Jan 14, 2024 ·6m

Episode 25 - How To Read And Interpret A Balance Sheet - Part 1

Jan 5, 2024 ·7m

Similar Podcasts

No similar podcasts found.

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.

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. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!