『The Legal Exchange』のカバーアート

The Legal Exchange

The Legal Exchange

著者： The Financial Exchange Network
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概要
 The Legal Exchange radio show is designed to provide you with information and a better understanding of the estate tax and elder law planning issues, as well as guide you through the complex rules of Medicaid planning and Medicaid eligibility. Todd will also address ways to avoid the probate process, and will discuss estate, gift and income tax concerns. In addition, Todd will bring on a guest attorney that specializes in other areas of the law in an effort to provide you with a wide range of legal information and do so in a way that is easy to understand.Copyright The Financial Exchange Network 経済学
エピソード
  • A Simple Estate Planning Mistake Could Cost Your Family Everything

    A Simple Estate Planning Mistake Could Cost Your Family Everything
    2026/11/13
    What happens when a stepchild claims an inheritance after a divorce, or a surviving spouse discovers their marriage may not have been legally valid? Todd Lutsky and Susan Powers examine two real-life court cases that reveal how unclear estate planning documents, second marriages, and dying without a will can lead to costly legal battles and unexpected inheritance outcomes. They explain why properly identifying beneficiaries and updating estate plans after major life changes are essential to protecting your family's financial future.

    The discussion also explores how joint revocable trusts can help married couples avoid probate, potentially reduce estate taxes, and maintain control of their assets. Todd answers listener questions about protecting inheritances for minor children, lending money to a child without creating family disputes, and forgiving loans through an estate plan. He also explains how joint trusts work, which assets belong in them, and how proper planning may provide significant tax advantages for surviving spouses and future generations.
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    54 分
  • Could Your Estate Plan Be Costing Your Family Thousands in Taxes?

    Could Your Estate Plan Be Costing Your Family Thousands in Taxes?
    2026/11/05
    An estate plan is supposed to protect your family, but poorly written documents and costly mistakes can create serious financial and legal problems. From nursing home arbitration agreements to disputes over inheritance, understanding how your estate plan works can help prevent unexpected complications.

    Todd Lutsky and Susan Powers examine two court cases involving nursing home agreements and undue influence in estate planning. They also discuss how joint revocable trusts can simplify estate planning, help avoid probate, and potentially reduce estate and capital gains taxes. Plus, Todd answers listener questions about inherited property, life estates, and the tax consequences of transferring assets to children.
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    54 分
  • How to Protect Your Home and Family Business From Estate Planning Mistakes

    How to Protect Your Home and Family Business From Estate Planning Mistakes
    2026/10/30
    Could a nursing home stay put your family home at risk? What happens when a family business is passed down without a clear succession plan? And could gifting assets to your children actually create more financial problems than it solves?

    In this episode of The Legal Exchange with Todd Lutsky, estate planning attorney Todd Lutsky and financial advisor Susan Powers examine real court cases involving Medicaid estate recovery and a family business inheritance dispute. They also answer listener questions about second marriages, protecting retirement income from nursing home costs, and the tax consequences of gifting assets later in life.
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    54 分
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