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Ask Todd: Estate Planning Mistakes That Can Disinherit Your Family
Simple estate planning shortcuts can create major problems for your family.
Todd Lutsky explains why joint accounts and basic beneficiary designations often backfire—and how they can unintentionally disinherit children or trigger unnecessary taxes.
Also covered:
Why joint ownership can undermine estate tax planning
How beneficiary mistakes can leave assets to the wrong person
The advantages of trusts for control, protection, and flexibility
How trusts work after death—and what trustees actually do
When assets receive a step-up in basis (and when they don’t)
From avoiding probate to protecting…
The skinny
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