Ask Todd 8-25-21
The Financial Exchange Show - A podcast by The Financial Exchange Network
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On this week's edition of "Ask Todd", Todd Lutsky identified certain missteps that people have when putting together their estate plan. He revealed certain factors, both in and out of our control, that should make someone review their estate plan. Todd also detailed Cushing & Dolan's guide for August titled, "Steering Clear of 9 Key Estate Planning Missteps", and took calls from listeners.
