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Ask Suze & KT Anything: How Do I Break Up With My Financial Advisor?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

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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.

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