Ask Todd 8-4-21

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 revealed major mistakes that he has seen clients make when doing their estate planning. People tend to think that a Will can constitute as a whole estate plan, which is almost never the case. Todd also details Cushing & Dolan's guide for August titled, "Steering Clear of 9 Key Estate Planning Missteps".