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Ask Todd: When does gifting assets make sense for your estate plan? episode artwork

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.

What this episode covers

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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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 15 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on October 8, 2025.

What is this episode about?

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...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this The Financial Exchange Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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