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Estate Planning


Estate Planning, Family, Investing, Retirement, Saving

Podcast Episode - Suze & KT's Formula For Financial Harmony

In this special episode of Women & Money, Suze introduces you to a very special person, her spouse, KT! Suze and KT share how they live together and make their financial decisions.

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Estate Planning, Financial Planning, Financial Security, Trust, Will

The Difference Between a Will and a Trust

When it comes to protecting your loved ones, having both a will and a trust is essential. The difference between a will and a trust is when they kick into action.

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Credit Cards, Estate Planning, Investing, Marriage, Must Have Documents, Retirement, Roth, Savings, Trust

Podcast Episode - Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Catherine, Rita, Terri, Jose, Patti, Katie, Julie, Jennifer and Shannon selected and read by KT.

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Estate Planning, Family, Marriage, Must Have Documents, Relationships, Trusts, Will

A Hard Topic for Couples

In its most recent survey of how couples handle household money decisions, Fidelity reports that couples find talking about estate planning to be a very difficult conversation.

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Estate Planning, Family, Financial Planning, Retirement

Podcast Episode - Revisiting "Let's Talk About Money"

Today, KT is taking Suze on a special adventure, so we’re revisiting an episode from November, 2019 called “Let’s Talk About Money.” 

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Estate Planning, Must Have Documents

Two Key Steps to Protect Yourself

As you know, I am passionate that the most generous gift you owe to yourself is to have a few essential legal documents in place to protect yourself, and your loved ones.

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Estate Planning, Financial Planning, Must Have Documents

Your Year-End Financial Checklist

I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances are in

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Estate Planning, Money Management, Money Market, Saving Money, Stock Market

Podcast Episode - Suze School: Market Madness

In this podcast, Suze explains what is happening with the three markets that affect our lives the most: the real estate market (including interest rates), the stock market, and the job market.

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Estate Planning, Family, Must Have Documents, Trust, Will

The Best Expression of Love

Okay, I know you love your family. Yet so many of you are absolutely failing at what I consider a very important expression of that love: You haven’t yet created your four Must Have Documents.

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Estate Planning, Investing, Must Have Documents, Social Security, Stocks

Here's How to Plan For a Longer Life

One of the reasons I was eager to write The Ultimate Retirement Guide for 50+ is because today’s retirement is so very challenging.

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Estate Planning, Home Buying, Investing

Podcast Episode - Ask Suze Anything

In this real estate podcast of Ask Suze Anything, we hear questions from Women & Money listeners Suzanne, Emily, and Kate.

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Estate Planning, Must Have Documents, Trust, Will

Why a Will Is Not Enough

I get asked all the time “If I have a will, why do I need anything else?” So, I want to take this time to tell you why a will is not enough.

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Estate Planning, Family, Must Have Documents

Financial Caregiving: How Every Parent Must Help Their Adult Children

More than 90 percent of people who provide caregiving support to a loved one help out with the financial stuff, according to a recent survey.

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Estate Planning, Taxes

PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.

If you’ve been following the Washington push for tax reform, you may have heard that the federal estate tax could be eliminated.

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Estate Planning, Must Have Documents, Trust, Will

The Selfish Mistake More than 50% of Americans Make

My friends, you are killing me with your inability to plan for your death. A new survey from caring.com reports that just four in 10 adults has either a will or a revocable living trust. Even more disturbing to me was the news that barely one-third of adults with minor children has either of these essential documents.

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Estate Planning, Must Have Documents, Personal Growth, Retirement, Saving, Trust, Will

Are You Making This Dangerous Retirement Planning Mistake?

I am concerned that many of you are banking on a retirement strategy that may not work out. According to a national survey, more than four in 10 Americans say they plan to keep working past the age of 65.

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Estate Planning, Family, Marriage, Must Have Documents, Taxes, Trust, Will

Why Everyone Needs a Living Revocable Trust

Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.

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