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Avoiding Estates of Confusion
Trusts vs. Wills
from You've
Earned It, Don't Lose It!
by Suze Orman
Below
is the chapter on wills and trusts that is taken directly from my first
book You've Earned It Don't Lose It. This chapter was written
with the help of
my own trust lawyer Janet L. Dobrovolny.
-- Suze Orman
The lives of many Americans changed after September 11, 2001. On the one-year anniversary of this National tragedy, Suze talked with Kimi Beaven about how having a Will and Trust prevented further hardship for her family.
This MP3 file is 2MB. Click here to download the file and hear the interview.
Kimi's late husband, Alan, is one of the heroes of September 11, 2001. Janet L. Dobrovolny serves as the Trustee for the Alan Beaven Family Fund. You can find out more about Alan Beaven and the fund by clicking here.
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The Trust
- Definitions of Common Terms
- What is a trust?
- The Difference Between a Trust and a Will.
- How is a will prepared?
- How is a trust prepared?
- Who should have a trust?
- Who shouldn't have a trust?
- What's the point of a will?
- Why don't more people have a trust?
- Do you need a lawyer to draw up a trust?
- Why do some lawyers say you don't need a trust?
- Can a revocable living trust be changed at any time?
- What is the main purpose of a revocable trust?
- Do you give up any control with a trust?
- Why do people think they can't make changes to their trust?
- Is there a difference in accounts between an individual and a trust?
- Will the bank refinance your home?
- How important is the trustee in the trust?
- Can there be more than one trustee?
- Can a trust benefit me while I'm alive?
- Does a trust file a separate income tax return?
- How often should someone update a trust?
- Where should a trust document be kept?
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