Ask Todd: Avoid These Estate Planning Mistakes

Small estate planning mistakes can create big problems for your heirs.

Todd Lutsky explains how beneficiary designations, trusts, and retirement accounts need to work together to avoid unintended consequences.

Also covered:

When to name a trust vs. individual beneficiaries

How to avoid accidentally disinheriting family members

The right way to handle IRAs and retirement accounts

Using trusts to protect assets from taxes, creditors, and divorce

The skinny

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