Category Archives: Wills & Trusts

estate planning, must have documents · May 25, 2019

Podcast Episode – How To Truly Honor Your Money

Listen to Podcast Episode:On this Memorial Day Weekend, Suze offers a priceless message of gratitude and a new way to think about the money that you inherit as well as the money that one day will be inherited from you.

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debt, must have documents, saving, student loans · April 6, 2019

Podcast Episode – Ask Suze Anything: Questions From The Apollo

For today’s 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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must have documents · February 6, 2019

Podcast Episode – Your Future Is In Your Hands

Listen to Podcast Episode:In this episode, Suze tells a fascinating real-life story about choosing death over life and how your life is really in your owns hands.

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Long Term Care, must have documents, retirement · June 21, 2018

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.

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estate planning, must have documents · December 20, 2017

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 · November 22, 2017

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. Honestly, chances are that you would never have been impacted by the estate tax.

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estate planning, must have documents · March 8, 2017

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…

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estate planning, must have documents, retirement, saving · April 6, 2016

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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