The Legal Exchange

Why Estate Plans Fail When Life Changes


Listen Later

One mistake in your estate plan can cost your family millions. In this episode of The Legal Exchange, Todd Lutsky and Susan Powers walk through real cases that show how outdated documents, poor planning, and misunderstood strategies can create massive financial consequences. Also covered:
  • How a power of attorney allowed $5.6 million in gifts
  • Why remarriage without updating your plan can backfire
  • The hidden risks of nominee realty trusts
  • When gifting assets can actually increase taxes
  • Why failing to update your plan after major life events is so costly
What to fix now before these mistakes impact your family.
...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