Latest / The Financial Exchange Show
Ask Todd: When does gifting assets make sense for your estate plan?
This week, Todd Lutsky explains when it makes sense to include gifting assets in your estate plan. Todd also takes questions from the audience about switching from revocable to irrevocable, withdrawing money from a bank account in a trust, and selling inherited property.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.