Ask Todd: Funding a trust is very important

from The Financial Exchange Show · host The Financial Exchange Network

This week, Todd Lutsky examines when it is important to add gifting to your estate plan. Todd also takes calls from listeners about protecting assets in an irrevocable trust and sheltering assets from estate taxes.

Episode metadata supplied by the publisher feed · Published Oct 29, 2025

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Ask Todd: Funding a trust is very important

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