Ask Suze & KT Anything: How Do I Break Up With My Financial Advisor?
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
00:00
How to Name a Living Revocable Trust as Beneficiary
Sousie: If you don't name a beneficiary, your investments will have to go through probate. Katie: You absolutely should name your living revocable trust as your beneficiary. Sousie: And then whoever you have named in that trust to receive this money, they will receive it without probate.
Transcript
Play full episode
