Ask Todd 6-29-22

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

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On "Ask Todd" today, Todd Lutsky of Cushing & Dolan discussed the best way to avoid estate planning blunders. Todd talked about how someone should never think about their estate as "too small" for an estate plan and how this can put assets at risk. He also took calls from listeners and previewed C&D's June guide, "Estate Planning Blunders to Avoid".