Why Estate Plans Fail When Life Changes

One mistake in your estate plan can cost your family millions. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases that show how outdated documents, poor planning, and misunderstood strategies can create massive financial consequences. Also covered:How a power of attorney allowed $5.6 million in giftsWhy remarriage without updating your plan can backfireThe hidden risks of nominee realty trustsWhen gifting assets can actually increase taxesWhy failing to update your plan after major life events is so costlyWhat to fix now before these mistakes impact your family.