Ask Todd: What is the five year look back period? episode artwork

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.

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.

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Ask Todd: What is the five year look back period?

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How long is this episode of The Financial Exchange Show?

This episode is 15 minutes long.

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This episode was published on January 21, 2026.

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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...

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