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Ask Todd: When it's time to update your estate plan episode artwork

EPISODE · Dec 10, 2025 · 16 MIN

Ask Todd: When it's time to update your estate plan

from The Financial Exchange Show · host The Financial Exchange Network

Todd Lutsky shares when he believes it is time to update your estate plan, how taxes work on irrevocable trusts, and understanding marital deductions.

What this episode covers

Todd Lutsky shares when he believes it is time to update your estate plan, how taxes work on irrevocable trusts, and understanding marital deductions.

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Ask Todd: When it's time to update your estate plan

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Frequently Asked Questions

How long is this episode of The Financial Exchange Show?

This episode is 16 minutes long.

When was this The Financial Exchange Show episode published?

This episode was published on December 10, 2025.

What is this episode about?

Todd Lutsky shares when he believes it is time to update your estate plan, how taxes work on irrevocable trusts, and understanding marital deductions.

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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