Will & Trusts


A Will and a Trust are two of the most important documents you will ever need, and part of what I call the "4 Must Have Docs."
Why? Because you MUST HAVE them people!

I’ve included resources here to help make sure you and your family are protected.

Suze’s Related Articles


What You Need to Know About your 2018 Taxes

Unless you were completely tuned out at the end of last year, you know that...

Read Now

Financial Caregiving: How Every Parent Must Help Their Adult Children

More than 90 percent of people who provide caregiving support to a loved...

Read Now

What Parents Get So Wrong About College

Parents, way too many of you are still getting it all wrong when it comes...

Read Now

Get in the true holiday spirit right now: Gift disaster relief donations today.

I know many of you have made donations to the various non-profits that are...

Read Now

Financial Do’s and Don'ts After Disaster Strikes

Hurricanes and tropical storms in Florida and throughout the Caribbean...

Read Now

Now is the Time to Get Your Family on Board with a Smart Holiday Plan

If you’re honest, I am confident you would tell me that you wish you...

Read Now

Long-Term Care Planning--One Size Does Not Fit All

Shopping for long-term care insurance today is starting to feel like...

Read Now

Related Resources

Resources & Tools
You Need:

Suze Orman's
Must Have Documents Online Program

Protect Your Tomorrow's TODAY with Suze's Newly Revised MUST HAVE Docs Online Program.

Get the documents you need to completely protect you and your family.

A $2,500 Value!

This online program walk you through simple steps to create

ALL 4 MUST HAVE DOCS:

  • Will
  • Revocable Trust
  • Financial Power of Attorney
  • Durable Power of Attorney for Healthcare
Learn more