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Must Have Documents


Bankruptcy, Credit Cards, Financial Independence, Home Buying, Must Have Documents, Retirement, Roth IRA

Podcast Episode - Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Michael, Laura, Anita, Taxi Cat, Carmen, Nicole and Tycee, selected and read by KT.  

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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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Home Buying, Insurance, Life Insurance, Must Have Documents, Student Loans

Podcast Episode - Best Of: Ask Suze Anything Live From The Apollo Theater

For this Ask Suze Anything, we present the question and answer part of Suze’s appearance at the legendary Apollo Theater in Harlem, NY, as part of the Women of The World Festival on March 16, 2019.

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Health, Must Have Documents, Will

More Than Half of Americans Make This Huge Mistake. Are You?

Fifteen year ago a Gallup poll reported that only 40% of American adults had a living will.

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Must Have Documents, Trust, Will

How to help calm your fears right now

It’s not exactly news that I have long been recommending/suggesting/begging you to make sure you have protected yourself and your loved ones by creating the must-have documents:

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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, 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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Family, Health, Long Term Care Insurance, Must Have Documents, Retirement

The Talk (and Planning) Every Parent Owes Their Adult Kids

Nearly two thirds of participants in a recent survey said they think it is the job of an adult child to provide care for an aging parent. And about half of participants said that extends to the

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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, 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, Home Loans, Mortgage, Must Have Documents, Saving, Trust, Will

Why Everyone Needs a Living Revocable Trust

Everyone needs a living revocable trust, says Suze Orman on this week's episode of "The Suze Orman Show." In response to several emails and tweets asking why a trust is so mandatory, Orman spells it out. "A living revocable trust serves as far more than just where assets are to go upon your death and it does that in an efficient way," she said. Unlike a will, a living trust also covers you while you are still alive, Orman noted.

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© 2021 Suze Orman Media Inc. All rights reserved.
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