EPISODE · Jun 18, 2025 · 15 MIN
Ask Todd: How often should a trust be reviewed?
from The Financial Exchange Show · host The Financial Exchange Network
This week, Todd Lutsky explains how an irrevocable trust protects your money from nursing homes, are there any changes coming in the new tax bill, how often a trust should be reviewed, and the downsides of irrevocable trusts.
What this episode covers
This week, Todd Lutsky explains how an irrevocable trust protects your money from nursing homes, are there any changes coming in the new tax bill, how often a trust should be reviewed, and the downsides of irrevocable trusts.
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Ask Todd: How often should a trust be reviewed?
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