Ask Todd: Estate Planning Mistakes episode artwork

EPISODE · Apr 1, 2026 · 15 MIN

Ask Todd: Estate Planning Mistakes

from The Financial Exchange Show · host The Financial Exchange Network

What’s the best way to leave assets to your children—and what mistakes should you avoid?In this episode of Ask Todd, Todd Lutsky explains how to protect inheritances, avoid costly tax mistakes, and structure trusts the right way.Also covered:Why gifting assets isn’t always the best strategyHow to handle special needs beneficiaries properlyThe risks of joint accounts and beneficiary designationsSmart ways to protect assets from taxes, divorce, and creditors

What’s the best way to leave assets to your children—and what mistakes should you avoid?In this episode of Ask Todd, Todd Lutsky explains how to protect inheritances, avoid costly tax mistakes, and structure trusts the right way.Also covered:Why gifting assets isn’t always the best strategyHow to handle special needs beneficiaries properlyThe risks of joint accounts and beneficiary designationsSmart ways to protect assets from taxes, divorce, and creditors

NOW PLAYING

Ask Todd: Estate Planning Mistakes

0:00 15:51

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.

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 1, 2026.

What is this episode about?

What’s the best way to leave assets to your children—and what mistakes should you avoid?In this episode of Ask Todd, Todd Lutsky explains how to protect inheritances, avoid costly tax mistakes, and structure trusts the right way.Also covered:Why...

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.
URL copied to clipboard!