Ask Todd: What is the lookback period?
The Financial Exchange Show - Podcast autorstwa The Financial Exchange Network
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On this week's edition of Ask Todd, Todd Lutsky explains what the five-year lookback period is and why it is an important factor to account for when planning your estate. Todd also answers questions from listeners about leaving a home in a trust, who is on the hook for debt in a trust, and how an inherited house should be split up between siblings.
