Ask Todd 6-8-22
The Financial Exchange Show - Podcast autorstwa The Financial Exchange Network

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On "Ask Todd" today, Todd Lutsky of Cushing & Dolan discussed how often someone should be reviewing an estate plan and updating it accordingly. Todd talked about how many issues regarding estate planning can be swept under the rug when other aspects of planning are of higher priority at the time. He also took calls from listeners and previewed C&D's June guide, "Estate Planning Blunders to Avoid".