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Ask Todd: Funding a trust is very important episode artwork

EPISODE · Oct 29, 2025 · 15 MIN

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.

What this episode covers

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.

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Ask Todd: Funding a trust is very important

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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 October 29, 2025.

What is this episode about?

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.

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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