Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze School: A Special Way To Protect Your Tomorrow’s Today
Jul 20, 2025
Get ready for a crash course on essential estate planning documents! Discover the critical role of wills and trusts, especially the perks of a living revocable trust. Plus, there’s a fantastic birthday promotion for handy legal document packages. The conversation also dives into smart saving strategies—think ultimate opportunity savings accounts with shiny rates. Don’t miss this blend of practical advice and celebratory surprises for financial security!
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Prepare Must-Have Legal Documents
- Do prepare must-have legal documents like will and revocable trust to protect your assets and avoid costly probate.
- Transfer your property into a living revocable trust during your lifetime for faster, cheaper inheritance transfer.
Trust Protects During Incapacity
- A living revocable trust protects you if incapacitated unlike a will, allowing assigned trustees to manage your affairs.
- This trust avoids costly conservatorship proceedings if you can't handle your own finances or decisions.
Niece House Transfer Backfires
- A woman gave her house to her niece to avoid probate but the niece died leaving the house to a stranger.
- The woman ended up living in a house she no longer legally owned, illustrating probate risks without proper docs.