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Home > The Financial Exchange Show > Ask Todd: Estate Planning Mistakes
Podcast: The Financial Exchange Show
Episode:

Ask Todd: Estate Planning Mistakes

Category: Business
Duration: 00:15:51
Publish Date: 2026-04-01 16:42:38
Description: What’s the best way to leave assets to your children—and what mistakes should you avoid?

In this episode of Ask Todd, Todd Lutsky explains how to protect inheritances, avoid costly tax mistakes, and structure trusts the right way.

Also covered:
  • Why gifting assets isn’t always the best strategy
  • How to handle special needs beneficiaries properly
  • The risks of joint accounts and beneficiary designations
  • Smart ways to protect assets from taxes, divorce, and creditors
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