Ask Todd 8-18-21

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

Categories:

Business

On this week's edition of "Ask Todd", Todd Lutsky ran through common mistakes that he has seen clients make when doing their estate planning after age 65. Additionally, he gives his thoughts on how often people should view and maintain their estate plan. Todd also details Cushing & Dolan's guide for August titled, "Steering Clear of 9 Key Estate Planning Missteps".