EPISODE · Jan 21, 2026 · 15 MIN
Ask Todd: What is the five year look back period?
from The Financial Exchange Show · host The Financial Exchange Network
This week, Todd Lutsky explains what the five-year look back period is and why it matters to you when you are setting up your estate plan. Todd also takes questions from listeners about owning land in a different state from your primary residence and what happens if you move out of state during the look back period.
What this episode covers
This week, Todd Lutsky explains what the five-year look back period is and why it matters to you when you are setting up your estate plan. Todd also takes questions from listeners about owning land in a different state from your primary residence and what happens if you move out of state during the look back period.
NOW PLAYING
Ask Todd: What is the five year look back period?
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m