Ask Todd: Estate Planning Mistakes

What’s the best way to leave assets to your children—and what mistakes should you avoid?

In this episode of Ask Todd, Todd Lutsky explains how to protect inheritances, avoid costly tax mistakes, and structure trusts the right way.

Also covered:

Why gifting assets isn’t always the best strategy

How to handle special needs beneficiaries properly

The risks of joint accounts and beneficiary designations

Smart ways to protect assets from taxes, divorce, and creditors

The skinny

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