Ask Todd: Limiting estate tax exposure for beneficiaries

from The Financial Exchange Show · host The Financial Exchange Network

This week, Todd Lutsky breaks down how to limit your beneficiaries exposure to estate taxes, where assets go after a spouse dies with a irrevocable trust, and changing the owner of an account in a trust.

Episode metadata supplied by the publisher feed · Published Sep 10, 2025

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Ask Todd: Limiting estate tax exposure for beneficiaries

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