Ask Todd 3-9-22

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

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On this edition of "Ask Todd", Todd Lutsky of Cushing & Dolan discussed how to leave assets to beneficiaries. Todd dove into how this process is more complicated than one might think, especially when collectibles are involved. He also took listener calls and previewed of C&D's new guide, "How To Leave Assets To Your Beneficiaries."