The Legal Exchange

One Mistake Can Cost Your Family Everything


Listen Later

One mistake in your estate plan can undo everything you intended. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases that show how outdated beneficiaries, poor legal advice, and last minute planning can lead to costly outcomes. Also covered:
  • Why failing to update beneficiaries after divorce can backfire
  • How federal law can override your estate plan
  • The risks of waiting too long to plan for long term care
  • What can go wrong when trusts are not properly funded
  • How to protect assets for children, second marriages, and special needs planning
What to fix now before it becomes a costly mistake.
...more
View all episodesView all episodes
Download on the App Store

The Legal ExchangeBy The Financial Exchange Network

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

7 ratings


More shows like The Legal Exchange

View all
The Bill Simmons Podcast by The Ringer

The Bill Simmons Podcast

30,191 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

816 Listeners

The Financial Exchange Show by The Financial Exchange Network

The Financial Exchange Show

24 Listeners