EPISODE · Apr 24, 2026 · 54 MIN
One Mistake Can Cost Your Family Everything
from The Legal Exchange · host The Financial Exchange Network
One mistake in your estate plan can undo everything you intended. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases that show how outdated beneficiaries, poor legal advice, and last minute planning can lead to costly outcomes. Also covered:Why failing to update beneficiaries after divorce can backfireHow federal law can override your estate planThe risks of waiting too long to plan for long term careWhat can go wrong when trusts are not properly fundedHow to protect assets for children, second marriages, and special needs planningWhat to fix now before it becomes a costly mistake.
What this episode covers
One mistake in your estate plan can undo everything you intended. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases that show how outdated beneficiaries, poor legal advice, and last minute planning can lead to costly outcomes. Also covered:Why failing to update beneficiaries after divorce can backfireHow federal law can override your estate planThe risks of waiting too long to plan for long term careWhat can go wrong when trusts are not properly fundedHow to protect assets for children, second marriages, and special needs planningWhat to fix now before it becomes a costly mistake.
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One Mistake Can Cost Your Family Everything
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