EPISODE · Apr 2, 2025 · 15 MIN
Ask Todd: How to leave assets to beneficiaries
from The Financial Exchange Show · host The Financial Exchange Network
This week, Todd Lutsky explains the various methods of leaving assets to your beneficiaries. Todd takes questions for the audience about borrowing against your trust, leaving a home to a beneficiaries, and naming a beneficiary to your 401(k).
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Ask Todd: How to leave assets to beneficiaries
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This episode was published on April 2, 2025.
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