Estate Planning Mistakes That Could Cost Your Family Thousands
Estate planning isn't just about who inherits your money. The way you structure a trust, name beneficiaries, and transfer assets can determine how much your family ultimately keeps.
In this episode of The Legal Exchange, Todd Lutsky and Susan Powers discuss the costly consequences of delaying estate planning, how trusts can protect inheritances from divorce and creditors, and why beneficiary designations can override a will. They also explain annual gifting rules, the tax consequences of giving away appreciated assets, and how irrevocable trusts can provide more flexibility than many people…
The skinny
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