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

The Difference Between a Will and a Trust

January 06, 2022

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

Why Everyone Needs a Living Revocable Trust

October 01, 2013

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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