About this episode

Todd and Susan Powers discuss court cases related to fiduciary responsibilities and common planning mistakes in families.

Todd and Susan Powers break down real court cases involving second marriages, joint accounts, powers of attorney, revocable trusts, and allegations of undue influence — highlighting the planning mistakes families make before it’s too late.

People in this episode

Hosts: Todd Powers, Susan Powers

Topics covered

• fiduciary duties
• estate planning
• court cases
• second marriages
• joint accounts
• powers of attorney
• revocable trusts

Keywords

• fiduciary
• estate planning
• court cases
• second marriages
• joint accounts
• powers of attorney
• revocable trusts
• undue influence

Mentioned in this episode

Organizations: The Financial Exchange Network

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