Ask Todd 3-23-22

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

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On today's edition of "Ask Todd", Todd Lutsky of Cushing & Dolan spoke on his experience with people who have many assets, yet they wait too long to do estate planning. Todd discussed how crucial it is to plan ahead and figure out how to leave assets to beneficiaries before passing. He also took calls from listeners and previewed C&D's guide for March, "How To Leave Assets To Your Beneficiaries."