EPISODE · Oct 8, 2025 · 15 MIN
Ask Todd: When does gifting assets make sense for your estate plan?
from The Financial Exchange Show · host The Financial Exchange Network
This week, Todd Lutsky explains when it makes sense to include gifting assets in your estate plan. Todd also takes questions from the audience about switching from revocable to irrevocable, withdrawing money from a bank account in a trust, and selling inherited property.
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Ask Todd: When does gifting assets make sense for your estate plan?
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This episode was published on October 8, 2025.
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