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Ask Todd: Does the Type of Assets You Own Change Your Estate Plan?
Todd Lutsky explains how the types of assets you own — including rental properties and out-of-state real estate — can significantly shape your estate planning strategy. He discusses liability protection through LLCs, how to avoid Massachusetts estate taxes for non-residents, and why simply placing property in a revocable trust may not provide creditor protection.
Todd also explores how family dynamics, special needs planning, spendthrift concerns, and divorce risk should influence how trusts are structured. The episode highlights why flexibility and long-term control from a well-drafted trust…
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