EPISODE · Feb 19, 2026 · 54 MIN
Unmarried Partners, Joint Trusts, and the Risks of Poor Estate Planning
from The Legal Exchange · host The Financial Exchange Network
Todd Lutsky and Susan Powers examine two real court cases that highlight how estate planning decisions — or the lack of them — can dramatically alter family outcomes. TTodd also answers listener questions on personal care contracts, irrevocable trusts, HELOCs, healthcare proxies, and powers of attorney — explaining the practical steps families can take to avoid court involvement and protect assets.
What this episode covers
Todd Lutsky and Susan Powers examine two real court cases that highlight how estate planning decisions — or the lack of them — can dramatically alter family outcomes. TTodd also answers listener questions on personal care contracts, irrevocable trusts, HELOCs, healthcare proxies, and powers of attorney — explaining the practical steps families can take to avoid court involvement and protect assets.
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Unmarried Partners, Joint Trusts, and the Risks of Poor Estate Planning
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