Ask Todd 9-28-22

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

Categories:

On "Ask Todd" today, Todd Lutsky of Cushing & Dolan explained the best ways for people to protect assets from long-term care while keeping in mind estate taxes. Todd elaborated on the best way to navigate estate planning when there's a lot of uncertainty, as well as which type of trust might be best for a balanced estate plan. He also took calls from listeners and previewed C&D's guide for September, "Balancing Estate Tax Reduction With Asset Protection Planning".