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.
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Ask Todd: What is the five year look back period?
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This episode was published on January 21, 2026.
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