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Small estate planning mistakes can create big problems for your heirs. Todd Lutsky explains how beneficiary designations, trusts, and retirement accounts need to work together to avoid unintended consequences. Also cover...
Ask Todd: Avoid These Estate Planning Mistakes is an episode from The Financial Exchange Show by The Financial Exchange Network. Small estate planning mistakes can create big problems for your heirs. Todd Lutsky explains how beneficiary des...
This episode belongs to The Financial Exchange Show.
Use the player on this page to stream the episode online.
Published Apr 8, 2026, 16:07 long, audio available.
May 6, 2026 - 37:39
May 6, 2026 - 38:31
May 5, 2026 - 38:30
You can listen to Ask Todd: Avoid These Estate Planning Mistakes online on Radio and Podcast. Open the player on this page to stream the available audio.
Ask Todd: Avoid These Estate Planning Mistakes is an episode from The Financial Exchange Show by The Financial Exchange Network.
This episode is 16:07 long.
This episode was published on Apr 8, 2026.
May 5, 2026 - 38:33
May 4, 2026 - 38:31
May 4, 2026 - 38:32
May 1, 2026 - 38:13
May 1, 2026 - 38:34