Ask Todd 10-19-22

The Financial Exchange Show - A podcast by The Financial Exchange Network

Categories:

On today's "Ask Todd", Todd Lutsky of Cushing & Dolan spoke at length about the different types of trusts that are often looked at when estate planning is being done. Todd elaborated on the purpose of many of these trusts, including pooled trusts, which are not typically prepared during estate planning. He also took calls from listeners and previewed C&D's guide for October, "The Ins And Outs Of Many Common Estate Planning Trusts".