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Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
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Navigating Living Trusts and Beneficiaries
This chapter explores the intricacies of setting up a living trust, particularly the implications of naming the trust as a beneficiary for financial accounts. The discussion highlights the necessity of changing account titles to the trust name to ensure administrative simplicity during incapacity, spiced up with a humorous nod to Jimmy Buffett's birthday.
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