Estate Planning
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.
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.
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.
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.
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.”
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
Why Everyone Needs a Living Revocable Trust
Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.
