Ask Suze Anything: September 17 , 2020

Published: Sept. 17, 2020, 9 a.m.

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In this edition of Ask Suze Anything, Suze answers questions from Women & Money listeners about last Sunday\\u2019s \\u201cThe Life Of Flowers\\u201d episode concerning the Must Have Documents. Questions came into the app from Olga, Tina K, CokeP, DiamondRoad369, J13, Gabe, Jackie G, JoePro, Marta M, B Muckley, Nam, and GD Jacoby.

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They ask:

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  • Why do you need a will and a living revocable trust?
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  • Our bank doesn\\u2019t transfer our accounts into our trust name. What can we do?
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  • We received a modification when we refinanced. Will the modification be voided if we put the house into a trust?
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  • Would our youngest daughter pay income taxes if we gave our house to her (upon our death) via the living revocable trust?
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  • Can I transfer my original documents into your Must Have documents program?
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  • Can you explain what the incapacity clause is?
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  • Is a living trust the same as a revocable trust?
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  • Is the tax shelter for an irrevocable trust worth it?
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  • My older brother has no children, does he need a living revocable trust?
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  • How can I ensure that when I die, my half of my mother\\u2019s health care continues?
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  • Can my partner and I do a trust together, even if we\\u2019re not married?
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  • How do I get a secondary name on my bank account?
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  • Would my refinance be different if I have a trust?
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\\xa0JUST LAUNCHED! Join Suze\\u2019s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast!

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