Ask Todd: How often should a trust be reviewed? episode artwork

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.

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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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 June 18, 2025.

What is this episode about?

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.

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.

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